TCAI vs SOXX

ATCAI

BSOXX

Measures won1–3SOXX wins · of 6 · 5Y

$10,000 · 5Y$30,376SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%SOXX · $28 on $10k

Smallest drop−31.2%SOXX · worst fall in 1Y

Held in common6.2%TCAI and SOXX

TCAI

SOXX

Tortoise AI Infrastructure ETF · $193MiShares Semiconductor ETF · $42.6B

[…]3 years · per year[…] · $31,353+46.4%

[…]5 years · per year[…] · $30,376+24.9%

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

0.04%12-mo yield$4 · $28 on $10k0.28%

−39.3%Worst dropSmaller wins−31.2%

47.7%VolatilityLower wins47.8%

1–3SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · SOXX

4.7%MU7.8%

2.1%CRDO1.5%

Held in common6.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAI vs SOXX

TCAI

Tortoise AI Infrastructure

[…]

SOXX

iShares Semiconductor

$30,376

MeasureTCAISOXX

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield0.04%0.28%

5 years, per year[…]+24.9%

3 years, per year[…]+46.4%

Worst drop · 1Y−39.3%−31.2%

Volatility · 1Y47.7%47.8%

3–1measures won
SOXX first

6.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TCAI, SOXX

Today

6.2%most shared, TCAI and SOXX

TCAISOXX

TCAI—6.2%

SOXX6.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee