TCAI vs. ROBT
TCAI (Tortoise AI Infrastructure ETF) and ROBT (First Trust Nasdaq Artificial Intelligence & Robotics ETF) are both Artificial Intelligence funds. TCAI is actively managed, while ROBT is passively managed. Their 0.62 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.65% expense ratio.
Performance
TCAI vs. ROBT - Performance Comparison
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Returns By Period
In the year-to-date period, TCAI achieves a 55.27% return, which is significantly higher than ROBT's 6.10% return.
TCAI
- 1D
- -0.41%
- 1M
- -7.41%
- 6M
- 37.28%
- YTD
- 55.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ROBT
- 1D
- 0.96%
- 1M
- -2.19%
- 6M
- 6.05%
- YTD
- 6.10%
- 1Y
- 12.26%
- 3Y*
- 6.14%
- 5Y*
- 0.69%
- 10Y*
- —
- ALL TIME*
- 7.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.54M | $2.27M | $2.92M | |
| $4.79M | $5.54M | $6.96M |
TCAI vs. ROBT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TCAI Tortoise AI Infrastructure ETF | 55.27% | 17.27% |
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF | 6.10% | 3.51% |
Correlation
The correlation between TCAI and ROBT is 0.62, 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 | 0.62 |
TCAI vs. ROBT - Sectors Allocation Comparison
Sectors
TCAI
ROBT
Technology
Industrials
Utilities
-
Financial Services
Energy
Communication Services
Consumer Cyclical
Real Estate
-
Basic Materials
-
-
Consumer Defensive
-
Healthcare
-
Technology
TCAI
ROBT
Industrials
TCAI
ROBT
Utilities
TCAI
ROBT
-
Financial Services
TCAI
ROBT
Energy
TCAI
ROBT
Communication Services
TCAI
ROBT
Consumer Cyclical
TCAI
ROBT
Real Estate
TCAI
ROBT
-
Basic Materials
TCAI
-
ROBT
-
Consumer Defensive
TCAI
-
ROBT
Healthcare
TCAI
-
ROBT
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Return for Risk
TCAI vs. ROBT — Risk / Return Rank
TCAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ROBT
TCAI vs. ROBT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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 | ROBT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.08 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.47 | — |
| Martin ratioReturn relative to average drawdown | — | 1.23 | — |
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Drawdowns
TCAI vs. ROBT - Drawdown Comparison
The maximum TCAI drawdown since its inception was -28.82%, smaller than the maximum ROBT drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for TCAI and ROBT.
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Drawdown Indicators
| TCAI | ROBT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.82% | -44.47% | +15.65% |
Max Drawdown (1Y)Largest decline over 1 year | — | -21.66% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.68% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -20.91% | -8.70% | -12.21% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -15.83% | +11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.29% | — |
Volatility
TCAI vs. ROBT - Volatility Comparison
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Volatility by Period
| TCAI | ROBT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.83% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.41% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 41.71% | 24.93% | +16.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.71% | 25.56% | +16.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.71% | 25.53% | +16.18% |
TCAI vs. ROBT - Expense Ratio Comparison
Both TCAI and ROBT have an expense ratio of 0.65%.
Dividends
TCAI vs. ROBT - Dividend Comparison
TCAI's dividend yield for the trailing twelve months is around 0.03%, more than ROBT's 0.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.02% | 0.00% | 0.68% | 0.23% | 0.35% | 0.06% | 0.17% | 0.42% | 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% |
Frequently Asked Questions
TCAI and ROBT have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.65% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
TCAI and ROBT have the same expense ratio: 0.65% per year.
TCAI and ROBT have nearly identical dividend yields, around 0.03%.
They also come from different issuers: Tortoise and First Trust.
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