PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
TCAI vs. REMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TCAI vs. REMX

Last updated Aug 2, 2026
Documentation

TCAI (Tortoise AI Infrastructure ETF) and REMX (VanEck Rare Earth and Strategic Metals ETF) are both exchange-traded funds - TCAI is a Artificial Intelligence fund actively managed by Tortoise, while REMX is a Rare Earth & Strategic Metals fund tracking the MarketVector Global Rare Earth/Strategic Metals Index. TCAI is actively managed, while REMX is passively managed. Their 0.45 correlation means their historical movements had little consistent relationship. TCAI charges 0.65%/yr vs 0.59%/yr for REMX.

Performance

TCAI vs. REMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise AI Infrastructure ETF (TCAI) and VanEck Rare Earth and Strategic Metals ETF (REMX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TCAI achieves a 55.27% return, which is significantly higher than REMX's -10.75% return.

TCAI

1D
-0.41%
1M
-7.41%
6M
37.28%
YTD
55.27%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

REMX

1D
-0.72%
1M
-23.93%
6M
-22.96%
YTD
-10.75%
1Y
36.09%
3Y*
-4.84%
5Y*
-7.48%
10Y*
5.76%
ALL TIME*
-5.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

REMX

VanEck Rare Earth and Strategic Metals ETF
$50.08M$56.30M$87.87M

TCAI

Tortoise AI Infrastructure ETF
$4.79M$5.54M$6.96M

TCAI vs. REMX - Yearly Performance Comparison

2026 (YTD)2025
TCAI
Tortoise AI Infrastructure ETF		55.27%17.27%
REMX
VanEck Rare Earth and Strategic Metals ETF		-10.75%47.79%

Correlation

The correlation between TCAI and REMX is 0.45, which is low. Their historical price movements had little consistent relationship.

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

0.45

TCAI vs. REMX - Sectors Allocation Comparison

Sectors
TCAI
REMX

Technology

44.4%

-

Industrials

30.5%

-

Utilities

9.8%

-

Financial Services

7.2%

-

Energy

3.9%

-

Communication Services

2.2%

-

Consumer Cyclical

2.1%

-

Real Estate

0.6%

-

Basic Materials

-

100.0%

Consumer Defensive

-

-

Healthcare

-

-

Technology

TCAI
44.4%
REMX

-

Industrials

TCAI
30.5%
REMX

-

Utilities

TCAI
9.8%
REMX

-

Financial Services

TCAI
7.2%
REMX

-

Energy

TCAI
3.9%
REMX

-

Communication Services

TCAI
2.2%
REMX

-

Consumer Cyclical

TCAI
2.1%
REMX

-

Real Estate

TCAI
0.6%
REMX

-

Basic Materials

TCAI

-

REMX
100.0%

Consumer Defensive

TCAI

-

REMX

-

Healthcare

TCAI

-

REMX

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Tortoise AI Infrastructure ETF

VanEck Rare Earth and Strategic Metals ETF

Often compared with TCAI:
TCAI vs. AIPOTCAI vs. DTCRTCAI vs. AISTCAI vs. ARTYTCAI vs. AIFDTCAI vs. CHATTCAI vs. BAI
Often compared with REMX:
REMX vs. LITREMX vs. XLBREMX vs. USARREMX vs. COPXREMX vs. RAREREMX vs. GNRREMX vs. WTRE

Return for Risk

TCAI vs. REMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.

REMX
REMX Risk / Return Rank: 3131
Overall Rank
REMX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
REMX Sortino Ratio Rank: 3434
Sortino Ratio Rank
REMX Omega Ratio Rank: 3232
Omega Ratio Rank
REMX Calmar Ratio Rank: 2828
Calmar Ratio Rank
REMX Martin Ratio Rank: 3131
Martin Ratio Rank
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.

TCAI vs. REMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and VanEck Rare Earth and Strategic Metals ETF (REMX). 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.

TCAIREMXDifference
Sharpe ratioReturn per unit of total volatility

—

0.74

—

Sortino ratioReturn per unit of downside risk

—

1.29

—

Omega ratioGain probability vs. loss probability

—

1.15

—

Calmar ratioReturn relative to maximum drawdown

—

0.89

—

Martin ratioReturn relative to average drawdown

—

2.75

—

TCAI vs. REMX - Sharpe Ratio Comparison

Loading charts...

Drawdowns

TCAI vs. REMX - Drawdown Comparison

The maximum TCAI drawdown since its inception was -28.82%, smaller than the maximum REMX drawdown of -90.20%. Use the drawdown chart below to compare losses from any high point for TCAI and REMX.

Loading charts...

Drawdown Indicators

TCAIREMXDifference

Max Drawdown

Largest peak-to-trough decline

-28.82%

-90.20%

+61.38%

Max Drawdown (1Y)

Largest decline over 1 year

—

-41.03%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-58.11%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-73.34%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-73.34%

—

Current Drawdown

Current decline from peak

-20.91%

-69.79%

+48.88%

Average Drawdown

Average peak-to-trough decline

-4.71%

-66.81%

+62.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

13.28%

—

Volatility

TCAI vs. REMX - Volatility Comparison

Loading charts...

Volatility by Period

TCAIREMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

11.77%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

37.31%

—

Volatility (1Y)

Calculated over the trailing 1-year period

41.71%

49.87%

-8.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.71%

40.57%

+1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.71%

37.30%

+4.41%

TCAI vs. REMX - Expense Ratio Comparison

TCAI has a 0.65% expense ratio, which is higher than REMX's 0.59% expense ratio.

Dividends

TCAI vs. REMX - Dividend Comparison

TCAI's dividend yield for the trailing twelve months is around 0.03%, less than REMX's 1.97% yield.

PositionTTM20252024202320222021202020192018201720162015
REMX
VanEck Rare Earth and Strategic Metals ETF		1.97%1.76%2.56%0.00%1.56%5.25%0.81%1.64%12.43%2.89%2.23%4.77%
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

TCAI and REMX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, REMX is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

REMX is cheaper with a 0.59% expense ratio, compared with 0.65% for TCAI.

REMX has the higher dividend yield at 1.97%, compared with 0.03% for TCAI.

TCAI is categorized as Artificial Intelligence, while REMX is Rare Earth & Strategic Metals. They also come from different issuers: Tortoise and VanEck. Their fees differ too: 0.65% for TCAI and 0.59% for REMX.

Portfolio Optimizer

Find the right allocation for TCAI and REMX

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

Open Portfolio Optimizer