AIVC vs. TCAI

Last updated Aug 2, 2026

AIVC (Amplify Bloomberg AI Value Chain ETF) and TCAI (Tortoise AI Infrastructure ETF) are both exchange-traded funds - AIVC is a Technology Equities fund tracking the Bloomberg AI Value Chain Index, while TCAI is a Artificial Intelligence fund actively managed by Tortoise. AIVC is passively managed, while TCAI is actively managed. Their correlation of 0.85 means they have usually moved in the same direction. AIVC charges 0.59%/yr vs 0.65%/yr for TCAI.

Performance

AIVC vs. TCAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Bloomberg AI Value Chain ETF (AIVC) and Tortoise AI Infrastructure ETF (TCAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIVC achieves a 51.80% return, which is significantly lower than TCAI's 55.27% return.

AIVC

• 1D: 2.05%
• 1M: -3.20%
• 6M: 43.84%
• YTD: 51.80%
• 1Y: 90.42%
• 3Y*: 40.15%
• 5Y*: 15.23%
• 10Y*: 14.90%
• ALL TIME*: 14.99%

TCAI

• 1D: -0.41%
• 1M: -7.41%
• 6M: 37.28%
• YTD: 55.27%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIVC Amplify Bloomberg AI Value Chain ETF	$693.08K	$1.23M	$2.77M
TCAI Tortoise AI Infrastructure ETF	$4.79M	$5.54M	$6.96M

AIVC vs. TCAI - Yearly Performance Comparison

	2026 (YTD)	2025
AIVC Amplify Bloomberg AI Value Chain ETF	51.80%	23.23%
TCAI Tortoise AI Infrastructure ETF	55.27%	17.27%

Correlation

The correlation between AIVC and TCAI is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 5, 2025	0.85

AIVC vs. TCAI - Sectors Allocation Comparison

Sectors	AIVC	TCAI
Technology	91.0%	44.4%
Consumer Cyclical	5.0%	2.1%
Communication Services	2.1%	2.2%
Industrials	1.7%	30.5%
Financial Services	0.0%	7.2%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	3.9%
Healthcare	-	-
Real Estate	-	0.6%
Utilities	-	9.8%

Return for Risk

AIVC vs. TCAI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIVC

AIVC Risk / Return Rank: 88
AIVC Sharpe Ratio Rank: 93
AIVC Sortino Ratio Rank: 86
AIVC Omega Ratio Rank: 84
AIVC Calmar Ratio Rank: 89
AIVC Martin Ratio Rank: 88

TCAI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AIVC vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Bloomberg AI Value Chain ETF (AIVC) and Tortoise AI Infrastructure ETF (TCAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AIVC	TCAI	Difference
Sharpe ratio: Return per unit of total volatility	2.45	—	—
Sortino ratio: Return per unit of downside risk	2.87	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	3.70	—	—
Martin ratio: Return relative to average drawdown	13.10	—	—

Drawdowns

AIVC vs. TCAI - Drawdown Comparison

The maximum AIVC drawdown since its inception was -56.11%, which is greater than TCAI's maximum drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for AIVC and TCAI.

Drawdown Indicators

	AIVC	TCAI	Difference
Max Drawdown Largest peak-to-trough decline	-56.11%	-28.82%	-27.29%
Max Drawdown (1Y) Largest decline over 1 year	-23.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-32.55%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-53.58%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-56.11%	—	—
Current Drawdown Current decline from peak	-16.53%	-20.91%	+4.38%
Average Drawdown Average peak-to-trough decline	-16.35%	-4.71%	-11.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.56%	—	—

Volatility

Volatility by Period

	AIVC	TCAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.86%	—	—
Volatility (6M) Calculated over the trailing 6-month period	29.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	35.26%	41.71%	-6.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.35%	41.71%	-10.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.49%	41.71%	-14.22%

AIVC vs. TCAI - Expense Ratio Comparison

AIVC has a 0.59% expense ratio, which is lower than TCAI's 0.65% expense ratio.

Dividends

AIVC vs. TCAI - Dividend Comparison

AIVC's dividend yield for the trailing twelve months is around 0.11%, more than TCAI's 0.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AIVC Amplify Bloomberg AI Value Chain ETF	0.11%	0.17%	0.21%	0.00%	0.00%	0.00%	0.39%	1.16%	0.38%	0.92%	0.64%
TCAI Tortoise AI Infrastructure ETF	0.03%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIVC and TCAI in my portfolio?

AIVC and TCAI have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AIVC or TCAI?

On fees, AIVC is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AIVC or TCAI?

AIVC is cheaper with a 0.59% expense ratio, compared with 0.65% for TCAI.

Which ETF pays a higher dividend yield, AIVC or TCAI?

AIVC has the higher dividend yield at 0.11%, compared with 0.03% for TCAI.

What is the main difference between AIVC and TCAI?

AIVC is categorized as Technology Equities, while TCAI is Artificial Intelligence. They also come from different issuers: Amplify and Tortoise. Their fees differ too: 0.59% for AIVC and 0.65% for TCAI.