TCAI vs IVV

ATCAI

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.4%TCAI and IVV

TCAI

IVV

Tortoise AI Infrastructure ETF · $202MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $19,093+24.1%

[…]5 years · per year[…] · $17,747+12.2%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.04%12-mo yield$4 · $111 on $10k1.11%

−36.5%Worst dropSmaller wins−8.9%

46.8%VolatilityLower wins12.8%

0–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · IVV

4.8%MU1.5%

3.8%GEV0.3%

2.2%APH0.3%

2.3%ANET0.3%

Held in common4.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+5.4%	+31.3%	+18.6%	new	new	−36.5%	$202M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+5.4%	+31.3%	+18.6%	new	new	−36.5%	$202M

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

Cards for this view

TCAI vs IVV

TCAI

Tortoise AI Infrastructure

[…]

IVV

iShares Core S&P 500

$17,747

MeasureTCAIIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.04%1.11%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−36.5%−8.9%

Volatility · 1Y46.8%12.8%

4–0measures won
IVV first

4.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: TCAI, SMH, VOO, IVV

Today

94.5%most shared, VOO and IVV

TCAISMHVOOIVV

TCAI—4.6%5.2%4.4%

SMH4.6%—18.8%16.4%

VOO5.2%18.8%—94.5%

IVV4.4%16.4%94.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SMH$21 − $35 = −$14

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee