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TCAI vs. FEPI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TCAI vs. FEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise AI Infrastructure ETF (TCAI) and REX FANG & Innovation Equity Premium Income ETF (FEPI). The values are adjusted to include any dividend payments, if applicable.

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TCAI vs. FEPI - Yearly Performance Comparison


Returns By Period

In the year-to-date period, TCAI achieves a 16.67% return, which is significantly higher than FEPI's -5.90% return.


TCAI

1D
4.49%
1M
-6.71%
YTD
16.67%
6M
13.89%
1Y
3Y*
5Y*
10Y*

FEPI

1D
1.39%
1M
-1.29%
YTD
-5.90%
6M
-3.02%
1Y
23.81%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TCAI vs. FEPI - Expense Ratio Comparison

Both TCAI and FEPI have an expense ratio of 0.65%.


Return for Risk

TCAI vs. FEPI — Risk / Return Rank

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

TCAI

FEPI
FEPI Risk / Return Rank: 6363
Overall Rank
FEPI Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FEPI Sortino Ratio Rank: 6161
Sortino Ratio Rank
FEPI Omega Ratio Rank: 6262
Omega Ratio Rank
FEPI Calmar Ratio Rank: 7171
Calmar Ratio Rank
FEPI Martin Ratio Rank: 5959
Martin Ratio Rank
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.

TCAI vs. FEPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and REX FANG & Innovation Equity Premium Income ETF (FEPI). 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.

TCAI vs. FEPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TCAIFEPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

Sharpe Ratio (All Time)

Calculated using the full available price history

1.80

0.82

+0.98

Correlation

The correlation between TCAI and FEPI is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

TCAI vs. FEPI - Dividend Comparison

TCAI's dividend yield for the trailing twelve months is around 0.04%, less than FEPI's 28.20% yield.


TTM202520242023
TCAI
Tortoise AI Infrastructure ETF
0.04%0.05%0.00%0.00%
FEPI
REX FANG & Innovation Equity Premium Income ETF
28.20%25.48%27.18%4.21%

Drawdowns

TCAI vs. FEPI - Drawdown Comparison

The maximum TCAI drawdown since its inception was -15.80%, smaller than the maximum FEPI drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for TCAI and FEPI.


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Drawdown Indicators


TCAIFEPIDifference

Max Drawdown

Largest peak-to-trough decline

-15.80%

-23.56%

+7.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.91%

Current Drawdown

Current decline from peak

-8.07%

-8.14%

+0.07%

Average Drawdown

Average peak-to-trough decline

-3.97%

-3.64%

-0.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.07%

Volatility

TCAI vs. FEPI - Volatility Comparison


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Volatility by Period


TCAIFEPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

Volatility (6M)

Calculated over the trailing 6-month period

14.37%

Volatility (1Y)

Calculated over the trailing 1-year period

35.03%

21.95%

+13.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.03%

19.40%

+15.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.03%

19.40%

+15.63%