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PXQ vs. TCAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PXQ vs. TCAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Next Gen Connectivity ETF (PXQ) and Tortoise AI Infrastructure ETF (TCAI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PXQ achieves a 40.12% return, which is significantly lower than TCAI's 55.27% return.


PXQ

1D
0.08%
1M
-4.96%
6M
31.73%
YTD
40.12%
1Y
63.92%
3Y*
33.13%
5Y*
16.31%
10Y*
18.83%
ALL TIME*
13.22%

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


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$741.37K$822.66K$837.91K
$4.79M$5.54M$6.96M

PXQ vs. TCAI - Yearly Performance Comparison


2026 (YTD)2025
PXQ
Invesco Next Gen Connectivity ETF
40.12%15.75%
TCAI
Tortoise AI Infrastructure ETF
55.27%17.27%

Correlation

The correlation between PXQ and TCAI is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


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

0.80

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Return for Risk

PXQ vs. TCAI — Risk / Return Rank

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

PXQ
PXQ Risk / Return Rank: 8787
Overall Rank
PXQ Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
PXQ Sortino Ratio Rank: 8585
Sortino Ratio Rank
PXQ Omega Ratio Rank: 8686
Omega Ratio Rank
PXQ Calmar Ratio Rank: 8585
Calmar Ratio Rank
PXQ Martin Ratio Rank: 8888
Martin Ratio Rank

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.

PXQ vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Next Gen Connectivity ETF (PXQ) 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.


PXQTCAIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

3.31

Martin ratioReturn relative to average drawdown

13.33

PXQ vs. TCAI - Sharpe Ratio Comparison


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Drawdowns

PXQ vs. TCAI - Drawdown Comparison

The maximum PXQ drawdown since its inception was -57.18%, which is greater than TCAI's maximum drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for PXQ and TCAI.


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Drawdown Indicators


PXQTCAIDifference

Max Drawdown

Largest peak-to-trough decline

-57.18%

-28.82%

-28.36%

Max Drawdown (1Y)

Largest decline over 1 year

-18.91%

Max Drawdown (3Y)

Largest decline over 3 years

-21.40%

Max Drawdown (5Y)

Largest decline over 5 years

-34.55%

Max Drawdown (10Y)

Largest decline over 10 years

-34.55%

Current Drawdown

Current decline from peak

-14.80%

-20.91%

+6.11%

Average Drawdown

Average peak-to-trough decline

-10.73%

-4.71%

-6.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.68%

Volatility

PXQ vs. TCAI - Volatility Comparison


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Volatility by Period


PXQTCAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.26%

Volatility (6M)

Calculated over the trailing 6-month period

24.68%

Volatility (1Y)

Calculated over the trailing 1-year period

27.67%

41.71%

-14.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.48%

41.71%

-17.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.55%

41.71%

-18.16%

PXQ vs. TCAI - Expense Ratio Comparison

PXQ has a 0.40% expense ratio, which is lower than TCAI's 0.65% expense ratio.


Dividends

PXQ vs. TCAI - Dividend Comparison

PXQ's dividend yield for the trailing twelve months is around 0.68%, more than TCAI's 0.03% yield.


PositionTTM2025202420232022202120202019201820172016
PXQ
Invesco Next Gen Connectivity ETF
0.68%0.86%1.38%0.60%2.24%0.55%0.18%0.44%1.22%0.66%0.44%
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


PXQ and TCAI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PXQ is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PXQ is cheaper with a 0.40% expense ratio, compared with 0.65% for TCAI.

PXQ has the higher dividend yield at 0.68%, compared with 0.03% for TCAI.

PXQ is categorized as Technology Equities, while TCAI is Artificial Intelligence. They also come from different issuers: Invesco and Tortoise. Their fees differ too: 0.40% for PXQ and 0.65% for TCAI.

Portfolio Optimizer

Find the right allocation for PXQ and TCAI

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