TCAI vs SMH

ATCAI

BSMH

Measures won0–4SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXX $26,093

Lowest cost0.33%SOXX · $33 on $10k

Most income0.95%SOXX · $95 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common4.4%TCAI and SMH

TCAI

SMH

Tortoise AI Infrastructure ETF · $193MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.05%12-mo yield$5 · $25 on $10k0.25%

−46.4%Worst dropSmaller wins−33.1%

49.3%VolatilityLower wins42.8%

0–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · SMH

4.8%MU4.4%

Held in common4.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAI vs SMH

TCAI

Tortoise AI Infrastructure

[…]

SMH

VanEck Semiconductor

$33,824

MeasureTCAISMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.05%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−46.4%−33.1%

Volatility · 1Y49.3%42.8%

4–0measures won
SMH first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAI, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

TCAISMHSOXX

TCAI—4.4%6.2%

SMH4.4%—69.8%

SOXX6.2%69.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee