TCAI vs SPY5YTCAITCAIAvsBSPYSPYTortoise AI Infrastructure ETF · $190MState Street SPDR S&P 500 ETF · $792BReturns · dividends in[…]3 years · per year[…] · $18,083+21.8%[…]5 years · per year[…] · $17,481+11.8%Cost and income0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%0.04%12-mo yield$4 · $100 on $10k1.00%
Overlap: TCAI, SPY, SPYMToday99.9%most shared, SPY and SPYMTCAISPYSPYMTCAI—3.9%3.9%SPY3.9%—99.9%SPYM3.9%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
TCAI vs SPY5YATCAITortoise AI Infrastructure[…]vsSPYBSPDR S&P 500$17,481MeasureTCAISPYFee0.65%0.09%Cost on $10k a year$65$9Yield0.04%1.00%5 years, per year[…]+11.8%3 years, per year[…]+21.8%Worst drop · 1Y−46.4%−8.9%Volatility · 1Y50.4%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ATCAITortoise AI Infrastructure ETFReadDesk0.65%0.04%+6.5%+24.9%+13.9%newnew−46.4%$190MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ATCAITortoise AI Infrastructure ETFReadDesk0.65%0.04%+6.5%+24.9%+13.9%newnew−46.4%$190MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: TCAI, SPY, SPYMToday99.9%most shared, SPY and SPYMTCAISPYSPYMTCAI—3.9%3.9%SPY3.9%—99.9%SPYM3.9%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$100most kept, SPYMSPYM$102 − $2 = $100SPY$100 − $9 = $91TCAI$4 − $65 = −$61KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee