TCAI vs SOXX

ATCAI

BSOXX

Measures won0–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

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

Held in common5.8%TCAI and SOXX

TCAI

SOXX

Tortoise AI Infrastructure ETF · $177MiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $29,015+42.6%

[…]5 years · per year[…] · $28,442+23.3%

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

0.04%12-mo yield$4 · $71 on $10k0.71%

−46.4%Worst dropSmaller wins−39.5%

50.0%VolatilityLower wins49.8%

0–4SOXX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · SOXX

4.5%MU7.1%

2.0%CRDO1.4%

Held in common5.8%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$28,442

MeasureTCAISOXX

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield0.04%0.71%

5 years, per year[…]+23.3%

3 years, per year[…]+42.6%

Worst drop · 1Y−46.4%−39.5%

Volatility · 1Y50.0%49.8%

4–0measures won
SOXX first

5.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TCAI, SOXX, SMH, DRAM

Today

69.6%most shared, SOXX and SMH

TCAISOXXSMHDRAM

TCAI—5.8%4.2%11.7%

SOXX5.8%—69.6%3.1%

SMH4.2%69.6%—3.1%

DRAM11.7%3.1%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee