ROBO vs. TCAI

Last updated Jun 9, 2026

ROBO (ROBO Global Robotics & Automation Index ETF) and TCAI (Tortoise AI Infrastructure ETF) are both exchange-traded funds - ROBO is a Robotics fund tracking the ROBO Global Robotics and Automation TR Index, while TCAI is a Technology Equities fund actively managed by Tortoise. ROBO is passively managed, while TCAI is actively managed. A 0.71 correlation means they provide meaningful diversification when combined. ROBO charges 0.95%/yr vs 0.65%/yr for TCAI.

Performance

ROBO vs. TCAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ROBO Global Robotics & Automation Index ETF (ROBO) 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, ROBO achieves a 21.67% return, which is significantly lower than TCAI's 74.50% return.

ROBO

• 1D: 1.14%
• 1M: -2.60%
• YTD: 21.67%
• 6M: 19.42%
• 1Y: 48.39%
• 3Y*: 14.36%
• 5Y*: 5.97%
• 10Y*: 13.02%

TCAI

• 1D: 1.87%
• 1M: 6.30%
• YTD: 74.50%
• 6M: 65.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROBO vs. TCAI - Yearly Performance Comparison

	2026 (YTD)	2025
ROBO ROBO Global Robotics & Automation Index ETF	21.67%	10.41%
TCAI Tortoise AI Infrastructure ETF	74.50%	17.27%

Correlation

The correlation between ROBO and TCAI is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 5, 2025	0.71

ROBO vs. TCAI - Sectors Allocation Comparison

Sectors	ROBO	TCAI
Industrials	46.8%	29.9%
Technology	41.9%	44.0%
Healthcare	4.9%	-
Consumer Cyclical	3.1%	1.4%
Financial Services	2.2%	6.4%
Consumer Defensive	1.3%	-
Communication Services	1.1%	1.1%
Basic Materials	-	-
Energy	-	6.1%
Real Estate	-	0.6%
Utilities	-	11.1%

Return for Risk

ROBO vs. TCAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ROBO

ROBO Risk / Return Rank: 65
ROBO Sharpe Ratio Rank: 69
ROBO Sortino Ratio Rank: 65
ROBO Omega Ratio Rank: 64
ROBO Calmar Ratio Rank: 62
ROBO Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ROBO vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ROBO Global Robotics & Automation Index ETF (ROBO) 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.

	ROBO	TCAI	Difference
Sharpe ratio: Return per unit of total volatility	2.04	—	—
Sortino ratio: Return per unit of downside risk	2.70	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.80	—	—
Martin ratio: Return relative to average drawdown	11.09	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ROBO	TCAI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.04	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	3.72	-3.25

Drawdowns

ROBO vs. TCAI - Drawdown Comparison

The maximum ROBO drawdown since its inception was -43.65%, which is greater than TCAI's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for ROBO and TCAI.

Drawdown Indicators

	ROBO	TCAI	Difference
Max Drawdown Largest peak-to-trough decline	-43.65%	-15.80%	-27.85%
Max Drawdown (1Y) Largest decline over 1 year	-17.35%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-27.92%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-43.65%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-43.65%	—	—
Current Drawdown Current decline from peak	-6.65%	-8.22%	+1.57%
Average Drawdown Average peak-to-trough decline	-12.93%	-3.48%	-9.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.38%	—	—

Volatility

Volatility by Period

	ROBO	TCAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.66%	—	—
Volatility (6M) Calculated over the trailing 6-month period	19.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	23.89%	36.74%	-12.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.79%	36.74%	-12.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.24%	36.74%	-13.50%

ROBO vs. TCAI - Expense Ratio Comparison

ROBO has a 0.95% expense ratio, which is higher than TCAI's 0.65% expense ratio.

Dividends

ROBO vs. TCAI - Dividend Comparison

ROBO's dividend yield for the trailing twelve months is around 0.35%, more than TCAI's 0.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.35%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
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%	0.00%

Frequently Asked Questions

Can I hold both ROBO and TCAI in my portfolio?

ROBO and TCAI have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ROBO or TCAI?

On fees, TCAI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ROBO or TCAI?

TCAI is cheaper with a 0.65% expense ratio, compared with 0.95% for ROBO.

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

ROBO has the higher dividend yield at 0.35%, compared with 0.03% for TCAI.

What is the main difference between ROBO and TCAI?

ROBO is categorized as Robotics, while TCAI is Technology Equities. They also come from different issuers: Exchange Traded Concepts and Tortoise. Their fees differ too: 0.95% for ROBO and 0.65% for TCAI.