TCAI vs. IDGT

Last updated Jun 24, 2026

TCAI (Tortoise AI Infrastructure ETF) and IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) are both Technology Equities funds. TCAI is actively managed, while IDGT is passively managed. A 0.70 correlation means they provide meaningful diversification when combined. TCAI charges 0.65%/yr vs 0.41%/yr for IDGT.

Performance

TCAI vs. IDGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise AI Infrastructure ETF (TCAI) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TCAI achieves a 86.83% return, which is significantly higher than IDGT's 45.86% return.

TCAI

• 1D: -4.84%
• 1M: 10.54%
• YTD: 86.83%
• 6M: 82.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IDGT

• 1D: -1.84%
• 1M: -0.76%
• YTD: 45.86%
• 6M: 44.45%
• 1Y: 53.87%
• 3Y*: 24.06%
• 5Y*: 11.98%
• 10Y*: 14.39%

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

TCAI vs. IDGT - Yearly Performance Comparison

	2026 (YTD)	2025
TCAI Tortoise AI Infrastructure ETF	86.83%	17.27%
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	45.86%	1.53%

Correlation

The correlation between TCAI and IDGT is 0.70, 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	0.70

TCAI vs. IDGT - Sectors Allocation Comparison

Sectors	TCAI	IDGT
Technology	51.4%	56.9%
Industrials	25.4%	-
Utilities	8.6%	-
Financial Services	7.1%	-
Energy	4.7%	-
Communication Services	1.6%	6.7%
Consumer Cyclical	1.3%	-
Real Estate	0.6%	35.5%
Basic Materials	-	-
Consumer Defensive	-	-
Healthcare	-	-

Return for Risk

TCAI vs. IDGT — Risk / Return Rank

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

TCAI

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

IDGT

IDGT Risk / Return Rank: 83
IDGT Sharpe Ratio Rank: 83
IDGT Sortino Ratio Rank: 77
IDGT Omega Ratio Rank: 76
IDGT Calmar Ratio Rank: 93
IDGT Martin Ratio Rank: 85

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. IDGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). 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.

	TCAI	IDGT	Difference
Sharpe ratio: Return per unit of total volatility	—	2.53	—
Sortino ratio: Return per unit of downside risk	—	3.22	—
Omega ratio: Gain probability vs. loss probability	—	1.43	—
Calmar ratio: Return relative to maximum drawdown	—	6.00	—
Martin ratio: Return relative to average drawdown	—	17.17	—

Drawdowns

TCAI vs. IDGT - Drawdown Comparison

The maximum TCAI drawdown since its inception was -15.80%, smaller than the maximum IDGT drawdown of -77.95%. Use the drawdown chart below to compare losses from any high point for TCAI and IDGT.

Drawdown Indicators

	TCAI	IDGT	Difference
Max Drawdown Largest peak-to-trough decline	-15.80%	-77.95%	+62.15%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.02%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.83%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.88%	—
Current Drawdown Current decline from peak	-4.84%	-6.71%	+1.87%
Average Drawdown Average peak-to-trough decline	-3.54%	-19.88%	+16.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.15%	—

Volatility

Volatility by Period

	TCAI	IDGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.03%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.61%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.57%	21.41%	+16.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.57%	23.35%	+14.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.57%	23.32%	+14.25%

TCAI vs. IDGT - Expense Ratio Comparison

TCAI has a 0.65% expense ratio, which is higher than IDGT's 0.41% expense ratio.

Dividends

TCAI vs. IDGT - Dividend Comparison

TCAI's dividend yield for the trailing twelve months is around 0.03%, less than IDGT's 0.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	0.74%	1.17%	1.64%	0.37%	0.30%	0.28%	0.60%	0.42%	0.65%	0.57%	0.75%	0.72%
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 TCAI and IDGT in my portfolio?

TCAI and IDGT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TCAI or IDGT?

On fees, IDGT is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TCAI or IDGT?

IDGT is cheaper with a 0.41% expense ratio, compared with 0.65% for TCAI.

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

IDGT has the higher dividend yield at 0.74%, compared with 0.03% for TCAI.

What is the main difference between TCAI and IDGT?

They also come from different issuers: Tortoise and iShares. Their fees differ too: 0.65% for TCAI and 0.41% for IDGT.