IVAL vs TCAI
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and TORTOISE AI INFRASTRUCTURE ETF (TCAI, ETF).
IVAL vs TCAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVAL
$217M
Winner
TCAI
$217M
Expense Ratio
Winner
IVAL
0.38%
TCAI
0.65%
Max Drawdown
IVAL
49.20%
Winner
TCAI
15.80%
Sharpe Ratio
IVAL
1.61
Winner
TCAI
2.44
5Y Beta
Winner
IVAL
0.67
TCAI
2.10
P/E Ratio
IVAL
N/A
TCAI
102.08
Forward P/E
IVAL
N/A
TCAI
26.13
PEG Ratio
IVAL
N/A
TCAI
0.46
5Y Dividends CAGR
IVAL
17.82%
TCAI
N/A
5Y EPS CAGR
IVAL
N/A
TCAI
27.01%
Debt to Equity
IVAL
N/A
TCAI
-173.00%
P/S Ratio
IVAL
N/A
TCAI
4.86
P/B Ratio
IVAL
N/A
TCAI
8.14
IVAL vs TCAI - Historical Returns
Returns include dividend reinvestment.
1M
IVAL
+0.30%
Winner
TCAI
+7.77%
3M
IVAL
+5.25%
Winner
TCAI
+50.38%
6M
IVAL
+15.23%
Winner
TCAI
+76.50%
1Y
IVAL
+31.01%
Winner
TCAI
+110.63%
5Y(CAGR)
IVAL
+8.39%
TCAI
N/A
10Y(CAGR)
IVAL
+8.29%
TCAI
N/A
Max(CAGR)
IVAL
+6.40%
Winner
TCAI
+139.86%
IVAL vs TCAI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | TCAI |
|---|---|---|
| 2026 | +12.48% | +70.96% |
| 2025 | +34.83% | +17.77% |
| 2024 | -0.14% | N/A |
| 2023 | +21.45% | N/A |
| 2022 | -10.65% | N/A |
| 2021 | -0.49% | N/A |
| 2020 | -5.86% | N/A |
| 2019 | +21.63% | N/A |
| 2018 | -23.13% | N/A |
| 2017 | +30.02% | N/A |
| 2016 | +10.36% | N/A |
| 2015 | -3.15% | N/A |
| 2014 | +0.36% | N/A |
IVAL vs TCAI Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for TCAI was -15.80%, occurring on Nov 21, 2025. Recovery took 57 trading sessions.
The current IVAL drawdown is -2.85%. The current TCAI drawdown is -5.93%.
| Rank | IVAL | TCAI |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -15.80% Nov 3, 2025 - Jan 27, 2026 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -13.23% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -12.02% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -11.24% Feb 27, 2026 - Mar 20, 2026 | -8.28% May 14, 2026 - May 26, 2026 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -7.27% Oct 15, 2025 - Oct 29, 2025 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -6.97% Jan 28, 2026 - Feb 9, 2026 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -4.42% May 6, 2026 - May 11, 2026 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -3.90% Apr 24, 2026 - Apr 30, 2026 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -3.46% Aug 12, 2025 - Aug 28, 2025 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -2.73% Oct 9, 2025 - Oct 13, 2025 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -2.21% Sep 22, 2025 - Sep 30, 2025 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -1.99% May 11, 2026 - May 14, 2026 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -1.95% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -1.46% Feb 9, 2026 - Feb 11, 2026 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -1.25% Apr 14, 2026 - Apr 17, 2026 |
Correlation
Correlation between IVAL and TCAI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2014 - 2026)
IVAL vs TCAI dividend yield comparison.
| Year | IVAL | TCAI |
|---|---|---|
| 2026 | 0.40% | 0.00% |
| 2025 | 2.75% | 0.05% |
| 2024 | 3.60% | 0.00% |
| 2023 | 5.15% | 0.00% |
| 2022 | 8.00% | 0.00% |
| 2021 | 3.95% | 0.00% |
| 2020 | 2.07% | 0.00% |
| 2019 | 2.51% | 0.00% |
| 2018 | 2.93% | 0.00% |
| 2017 | 1.73% | 0.00% |
| 2016 | 2.02% | 0.00% |
| 2015 | 1.86% | 0.00% |
| 2014 | 0.20% | 0.00% |
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