TCAI vs VYM

ATCAI

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.7%TCAI and VYM

TCAI

VYM

Tortoise AI Infrastructure ETF · $170MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

0.05%12-mo yield$5 · $230 on $10k2.30%

−46.4%Worst dropSmaller wins−6.7%

49.3%VolatilityLower wins10.6%

0–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · VYM

4.7%DELL0.7%

2.1%HPE0.4%

2.5%WMB0.4%

2.7%ETR0.2%

Held in common1.7%

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M

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

Cards for this view

TCAI vs VYM

TCAI

Tortoise AI Infrastructure

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureTCAIVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield0.05%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−46.4%−6.7%

Volatility · 1Y49.3%10.6%

4–0measures won
VYM first

1.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAI, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

TCAIVYMSCHD

TCAI—1.7%0.0%

VYM1.7%—21.9%

SCHD0.0%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee