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IWFH vs. TCAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWFH vs. TCAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and Tortoise AI Infrastructure ETF (TCAI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IWFH

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

TCAI

1D
-7.39%
1M
2.23%
YTD
71.30%
6M
62.58%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWFH vs. TCAI - Yearly Performance Comparison


IWFH vs. TCAI - Sectors Allocation Comparison


Sectors
IWFH
TCAI

Technology

43.2%
44.0%

Communication Services

31.6%
1.1%

Consumer Cyclical

9.9%
1.4%

Healthcare

9.1%

-

Consumer Defensive

6.3%

-

Basic Materials

-

-

Energy

-

6.1%

Financial Services

-

6.4%

Industrials

-

29.9%

Real Estate

-

0.6%

Utilities

-

11.1%

Technology

IWFH
43.2%
TCAI
44.0%

Communication Services

IWFH
31.6%
TCAI
1.1%

Consumer Cyclical

IWFH
9.9%
TCAI
1.4%

Healthcare

IWFH
9.1%
TCAI

-

Consumer Defensive

IWFH
6.3%
TCAI

-

Basic Materials

IWFH

-

TCAI

-

Energy

IWFH

-

TCAI
6.1%

Financial Services

IWFH

-

TCAI
6.4%

Industrials

IWFH

-

TCAI
29.9%

Real Estate

IWFH

-

TCAI
0.6%

Utilities

IWFH

-

TCAI
11.1%

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Return for Risk

IWFH vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) 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.


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

IWFH vs. TCAI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IWFHTCAIDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

3.60

Drawdowns

IWFH vs. TCAI - Drawdown Comparison


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Drawdown Indicators


IWFHTCAIDifference

Max Drawdown

Largest peak-to-trough decline

-15.80%

Current Drawdown

Current decline from peak

-9.90%

Average Drawdown

Average peak-to-trough decline

-3.46%

Volatility

IWFH vs. TCAI - Volatility Comparison


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Volatility by Period


IWFHTCAIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

36.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.79%

IWFH vs. TCAI - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is lower than TCAI's 0.65% expense ratio.


Dividends

IWFH vs. TCAI - Dividend Comparison

IWFH has not paid dividends to shareholders, while TCAI's dividend yield for the trailing twelve months is around 0.03%.


PositionTTM202520242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%0.05%1.83%0.31%0.00%0.18%
TCAI
Tortoise AI Infrastructure ETF
0.03%0.05%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, IWFH is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IWFH is cheaper with a 0.47% expense ratio, compared with 0.65% for TCAI.

TCAI has the higher dividend yield at 0.03%, compared with 0.00% for IWFH.

They also come from different issuers: iShares and Tortoise. Their fees differ too: 0.47% for IWFH and 0.65% for TCAI.

Portfolio Optimizer

Find the right allocation for IWFH and TCAI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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