XAIX vs. TCAI

Last updated Aug 2, 2026

XAIX (Xtrackers Artificial Intelligence and Big Data ETF) and TCAI (Tortoise AI Infrastructure ETF) are both Artificial Intelligence funds. XAIX is passively managed, while TCAI is actively managed. Their 0.77 correlation means they have sometimes moved together and sometimes differently. XAIX charges 0.35%/yr vs 0.65%/yr for TCAI.

Performance

XAIX vs. TCAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Artificial Intelligence and Big Data ETF (XAIX) and Tortoise AI Infrastructure ETF (TCAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XAIX achieves a 23.93% return, which is significantly lower than TCAI's 55.27% return.

XAIX

• 1D: 1.60%
• 1M: -2.20%
• 6M: 21.95%
• YTD: 23.93%
• 1Y: 41.00%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 35.89%

TCAI

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

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
TCAI Tortoise AI Infrastructure ETF	$4.79M	$5.54M	$6.96M
XAIX Xtrackers Artificial Intelligence and Big Data ETF	$920.82K	$1.57M	$1.97M

XAIX vs. TCAI - Yearly Performance Comparison

	2026 (YTD)	2025
XAIX Xtrackers Artificial Intelligence and Big Data ETF	23.93%	12.08%
TCAI Tortoise AI Infrastructure ETF	55.27%	17.27%

Correlation

The correlation between XAIX and TCAI is 0.77, 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	0.77

XAIX vs. TCAI - Sectors Allocation Comparison

Sectors	XAIX	TCAI
Technology	79.0%	44.4%
Communication Services	10.4%	2.2%
Consumer Cyclical	6.1%	2.1%
Financial Services	4.4%	7.2%
Industrials	0.1%	30.5%
Healthcare	0.0%	-
Consumer Defensive	0.0%	-
Basic Materials	0.0%	-
Energy	0.0%	3.9%
Utilities	0.0%	9.8%
Real Estate	-	0.6%

Return for Risk

XAIX vs. TCAI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XAIX

XAIX Risk / Return Rank: 60
XAIX Sharpe Ratio Rank: 63
XAIX Sortino Ratio Rank: 58
XAIX Omega Ratio Rank: 59
XAIX Calmar Ratio Rank: 64
XAIX Martin Ratio Rank: 57

TCAI

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

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.

XAIX vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence and Big Data ETF (XAIX) and Tortoise AI Infrastructure ETF (TCAI). 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.

	XAIX	TCAI	Difference
Sharpe ratio: Return per unit of total volatility	1.45	—	—
Sortino ratio: Return per unit of downside risk	1.97	—	—
Omega ratio: Gain probability vs. loss probability	1.25	—	—
Calmar ratio: Return relative to maximum drawdown	2.21	—	—
Martin ratio: Return relative to average drawdown	6.70	—	—

Drawdowns

XAIX vs. TCAI - Drawdown Comparison

The maximum XAIX drawdown since its inception was -23.95%, smaller than the maximum TCAI drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for XAIX and TCAI.

Drawdown Indicators

	XAIX	TCAI	Difference
Max Drawdown Largest peak-to-trough decline	-23.95%	-28.82%	+4.87%
Max Drawdown (1Y) Largest decline over 1 year	-16.95%	—	—
Current Drawdown Current decline from peak	-12.74%	-20.91%	+8.17%
Average Drawdown Average peak-to-trough decline	-3.99%	-4.71%	+0.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.59%	—	—

Volatility

Volatility by Period

	XAIX	TCAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.99%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.88%	41.71%	-15.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.09%	41.71%	-16.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.09%	41.71%	-16.62%

XAIX vs. TCAI - Expense Ratio Comparison

XAIX has a 0.35% expense ratio, which is lower than TCAI's 0.65% expense ratio.

Dividends

XAIX vs. TCAI - Dividend Comparison

XAIX's dividend yield for the trailing twelve months is around 0.42%, more than TCAI's 0.03% yield.

Position	TTM	2025	2024
TCAI Tortoise AI Infrastructure ETF	0.03%	0.05%	0.00%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	0.42%	0.54%	0.08%

Frequently Asked Questions

Can I hold both XAIX and TCAI in my portfolio?

XAIX and TCAI have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XAIX or TCAI?

On fees, XAIX is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XAIX or TCAI?

XAIX is cheaper with a 0.35% expense ratio, compared with 0.65% for TCAI.

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

XAIX has the higher dividend yield at 0.42%, compared with 0.03% for TCAI.

What is the main difference between XAIX and TCAI?

They also come from different issuers: Xtrackers and Tortoise. Their fees differ too: 0.35% for XAIX and 0.65% for TCAI.