TCAI vs VOO

ATCAI

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · QQQ $18,068

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common5.2%TCAI and VOO

TCAI

VOO

Tortoise AI Infrastructure ETF · $177MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

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

0.04%12-mo yield$4 · $107 on $10k1.07%

−46.4%Worst dropSmaller wins−8.9%

50.0%VolatilityLower wins13.7%

0–4VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · VOO

4.5%MU1.8%

5.6%SNDK0.4%

3.8%GEV0.4%

2.7%ANET0.3%

Held in common5.2%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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 VOO

TCAI

Tortoise AI Infrastructure

[…]

VOO

Vanguard S&P 500

$17,543

MeasureTCAIVOO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.04%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−46.4%−8.9%

Volatility · 1Y50.0%13.7%

4–0measures won
VOO first

5.2%

holdings shared

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: TCAI, VOO, SMH, QQQ

Today

54.9%most shared, VOO and QQQ

TCAIVOOSMHQQQ

TCAI—5.2%4.2%6.0%

VOO5.2%—18.8%54.9%

SMH4.2%18.8%—28.2%

QQQ6.0%54.9%28.2%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

KeptFee

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