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TCAI vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TCAI vs. SOXX

Last updated Jun 24, 2026

TCAI (Tortoise AI Infrastructure ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - TCAI is a Technology Equities fund actively managed by Tortoise, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. TCAI is actively managed, while SOXX is passively managed. Their correlation of 0.81 suggests significant overlap in exposure. TCAI charges 0.65%/yr vs 0.34%/yr for SOXX.

Performance

TCAI vs. SOXX - Performance Comparison

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

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Returns By Period

In the year-to-date period, TCAI achieves a 86.83% return, which is significantly lower than SOXX's 100.58% return.

TCAI

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

SOXX

1D
-7.88%
1M
12.35%
YTD
100.58%
6M
98.07%
1Y
167.63%
3Y*
56.18%
5Y*
33.69%
10Y*
36.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TCAI vs. SOXX - Yearly Performance Comparison

2026 (YTD)2025
TCAI
Tortoise AI Infrastructure ETF		86.83%17.27%
SOXX
iShares Semiconductor ETF		100.58%25.72%

Correlation

The correlation between TCAI and SOXX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

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

0.81

TCAI vs. SOXX - Sectors Allocation Comparison

Sectors
TCAI
SOXX

Technology

51.4%
100.0%

Industrials

25.4%

-

Utilities

8.6%

-

Financial Services

7.1%

-

Energy

4.7%

-

Communication Services

1.6%

-

Consumer Cyclical

1.3%

-

Real Estate

0.6%

-

Basic Materials

-

-

Consumer Defensive

-

-

Healthcare

-

-

Technology

TCAI
51.4%
SOXX
100.0%

Industrials

TCAI
25.4%
SOXX

-

Utilities

TCAI
8.6%
SOXX

-

Financial Services

TCAI
7.1%
SOXX

-

Energy

TCAI
4.7%
SOXX

-

Communication Services

TCAI
1.6%
SOXX

-

Consumer Cyclical

TCAI
1.3%
SOXX

-

Real Estate

TCAI
0.6%
SOXX

-

Basic Materials

TCAI

-

SOXX

-

Consumer Defensive

TCAI

-

SOXX

-

Healthcare

TCAI

-

SOXX

-

Compare stocks, funds, or ETFs

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Tortoise AI Infrastructure ETF

iShares Semiconductor ETF

Often compared with TCAI:
TCAI vs. AIPOTCAI vs. DTCRTCAI vs. AISTCAI vs. ARTYTCAI vs. AIFDTCAI vs. CHATTCAI vs. BAI
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

TCAI vs. SOXX — 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.

SOXX
SOXX Risk / Return Rank: 9595
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9292
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9292
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
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. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and iShares Semiconductor ETF (SOXX). 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.

TCAISOXXDifference
Sharpe ratioReturn per unit of total volatility

—

4.28

—

Sortino ratioReturn per unit of downside risk

—

4.15

—

Omega ratioGain probability vs. loss probability

—

1.60

—

Calmar ratioReturn relative to maximum drawdown

—

10.70

—

Martin ratioReturn relative to average drawdown

—

38.46

—

TCAI vs. SOXX - Sharpe Ratio Comparison

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Drawdowns

TCAI vs. SOXX - Drawdown Comparison

The maximum TCAI drawdown since its inception was -15.80%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for TCAI and SOXX.

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Drawdown Indicators

TCAISOXXDifference

Max Drawdown

Largest peak-to-trough decline

-15.80%

-70.21%

+54.41%

Max Drawdown (1Y)

Largest decline over 1 year

—

-15.77%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-41.36%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-45.75%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-45.75%

—

Current Drawdown

Current decline from peak

-4.84%

-7.88%

+3.04%

Average Drawdown

Average peak-to-trough decline

-3.54%

-19.94%

+16.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.38%

—

Volatility

TCAI vs. SOXX - Volatility Comparison

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Volatility by Period

TCAISOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

22.75%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

33.44%

—

Volatility (1Y)

Calculated over the trailing 1-year period

37.57%

39.42%

-1.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.57%

37.21%

+0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.57%

34.00%

+3.57%

TCAI vs. SOXX - Expense Ratio Comparison

TCAI has a 0.65% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

TCAI vs. SOXX - Dividend Comparison

TCAI's dividend yield for the trailing twelve months is around 0.03%, less than SOXX's 0.24% yield.

PositionTTM20252024202320222021202020192018201720162015
SOXX
iShares Semiconductor ETF		0.24%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%
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 SOXX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SOXX is cheaper with a 0.34% expense ratio, compared with 0.65% for TCAI.

SOXX has the higher dividend yield at 0.24%, compared with 0.03% for TCAI.

TCAI is categorized as Technology Equities, while SOXX is Semiconductors. They also come from different issuers: Tortoise and iShares. Their fees differ too: 0.65% for TCAI and 0.34% for SOXX.

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