TCAI vs BFOR
Comparison between TORTOISE AI INFRASTRUCTURE ETF (TCAI, ETF) and BARRON'S 400 ETF (BFOR, ETF).
TCAI vs BFOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TCAI
$230M
Winner
BFOR
$230M
Expense Ratio
TCAI
0.65%
BFOR
0.65%
Max Drawdown
Winner
TCAI
28.82%
BFOR
42.22%
Sharpe Ratio
Winner
TCAI
1.51
BFOR
1.12
5Y Beta
TCAI
2.19
Winner
BFOR
0.95
P/E Ratio
Winner
TCAI
-939.58
BFOR
17.85
Forward P/E
TCAI
24.70
Winner
BFOR
16.29
PEG Ratio
TCAI
-0.28
BFOR
N/A
5Y Dividends CAGR
TCAI
N/A
BFOR
27.51%
5Y EPS CAGR
Winner
TCAI
27.23%
BFOR
20.71%
Debt to Equity
TCAI
-52.66%
BFOR
N/A
P/S Ratio
TCAI
4.38
Winner
BFOR
2.51
P/B Ratio
TCAI
6.71
Winner
BFOR
3.41
TCAI vs BFOR - Holdings Comparison
TCAI and BFOR have 16 common holdings. Overlap is 3.10%
TCAI's top 25 holdings weight is 74.03%. BFOR's top 25 holdings weight is 10.24%.
| Rank | TCAI | BFOR |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.68% | MARVELL TECHNOLOGY INC (MRVL) - 0.62% |
| #2 | VERTIV HOLDINGS CO CLASS A (VRT) - 5.38% | n/a (DELL) - 0.62% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.34% | ADVANCED MICRO DEVICES INC (AMD) - 0.53% |
| #4 | CIENA CORP (CIEN) - 3.88% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% |
| #5 | QUANTA SERVICES INC (PWR) - 3.86% | MICRON TECHNOLOGY INC (MU) - 0.50% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.65% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% |
| #7 | WESTERN DIGITAL CORP (WDC) - 3.53% | NUTEX HEALTH INC (NUTX) - 0.46% |
| #8 | NVENT ELECTRIC PLC (NVT) - 3.43% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% |
| #9 | GE VERNOVA INC (GEV) - 3.24% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% |
| #10 | CONSTELLATION ENERGY CORP (CEG) - 2.90% | FORTINET INC (FTNT) - 0.39% |
| #11 | CIPHER DIGITAL INC (CIFR) - 2.79% | PAYCOM SOFTWARE INC (PAYC) - 0.39% |
| #12 | MYR GROUP INC (MYRG) - 2.70% | ILLUMINA INC (ILMN) - 0.39% |
| #13 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.50% | SEZZLE INC (SEZL) - 0.39% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% | SHARKNINJA INC (SN) - 0.39% |
| #15 | DYCOM INDUSTRIES INC (DY) - 2.47% | ENOVA INTERNATIONAL INC (ENVA) - 0.39% |
| #16 | ARISTA NETWORKS INC (ANET) - 2.23% | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% |
| #17 | TERAWULF INC (WULF) - 2.22% | ROKU INC CLASS A (ROKU) - 0.37% |
| #18 | MASTEC INC (MTZ) - 2.21% | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% |
| #19 | NRG ENERGY INC (NRG) - 2.21% | WESTERN DIGITAL CORP (WDC) - 0.37% |
| #20 | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 2.19% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% |
| #21 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.17% | GORMAN-RUPP CO (GRC) - 0.29% |
| #22 | HUT 8 CORP (HUT) - 2.09% | MITEK SYSTEMS INC (MITK) - 0.29% |
| #23 | IREN LTD (IREN) - 1.97% | MEDPACE HOLDINGS INC (MEDP) - 0.29% |
| #24 | ENTERGY CORP (ETR) - 1.96% | WILLIAMS-SONOMA INC (WSM) - 0.29% |
| #25 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.94% | VIKING HOLDINGS LTD (VIK) - 0.29% |
| Total Holdings | 50 | 357 |
TCAI vs BFOR - Historical Returns
Returns include dividend reinvestment.
1M
TCAI
-6.25%
Winner
BFOR
+3.48%
3M
TCAI
-12.91%
Winner
BFOR
+6.85%
6M
Winner
TCAI
+20.99%
BFOR
+9.63%
1Y
Winner
TCAI
+81.22%
BFOR
+23.73%
5Y(CAGR)
TCAI
N/A
BFOR
+14.20%
10Y(CAGR)
TCAI
N/A
BFOR
+15.69%
Max(CAGR)
Winner
TCAI
+75.43%
BFOR
+14.48%
TCAI vs BFOR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | TCAI | BFOR |
|---|---|---|
| 2026 | +46.78% | +16.97% |
| 2025 | +17.77% | +15.75% |
| 2024 | N/A | +20.67% |
| 2023 | N/A | +23.91% |
| 2022 | N/A | -11.53% |
| 2021 | N/A | +35.97% |
| 2020 | N/A | +20.25% |
| 2019 | N/A | +22.90% |
| 2018 | N/A | -11.89% |
| 2017 | N/A | +20.93% |
| 2016 | N/A | +22.82% |
| 2015 | N/A | -0.26% |
| 2014 | N/A | +9.71% |
| 2013 | N/A | +20.89% |
TCAI vs BFOR Drawdown Comparison
The maximum drawdown for TCAI was -28.82%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The current TCAI drawdown is -21.79%. The current BFOR drawdown is -1.68%.
| Rank | TCAI | BFOR |
|---|---|---|
| #1 | -28.82% Jun 22, 2026 - Jul 29, 2026 | -38.87% Jan 17, 2020 - Sep 1, 2020 |
| #2 | -15.80% Nov 3, 2025 - Jan 27, 2026 | -25.05% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -13.23% Jun 2, 2026 - Jun 18, 2026 | -24.82% Aug 29, 2018 - Jan 16, 2020 |
| #4 | -12.02% Feb 25, 2026 - Apr 8, 2026 | -21.48% Jun 23, 2015 - Nov 11, 2016 |
| #5 | -8.28% May 14, 2026 - May 26, 2026 | -20.29% Nov 25, 2024 - Jul 1, 2025 |
| #6 | -7.27% Oct 15, 2025 - Oct 29, 2025 | -11.14% Jul 3, 2014 - Nov 24, 2014 |
| #7 | -6.97% Jan 28, 2026 - Feb 9, 2026 | -9.53% Jan 26, 2018 - Jun 6, 2018 |
| #8 | -4.42% May 6, 2026 - May 11, 2026 | -8.98% Feb 26, 2026 - Apr 17, 2026 |
| #9 | -3.90% Apr 24, 2026 - Apr 30, 2026 | -8.62% Sep 2, 2020 - Oct 8, 2020 |
| #10 | -3.46% Aug 12, 2025 - Aug 28, 2025 | -7.90% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -2.73% Oct 9, 2025 - Oct 13, 2025 | -7.37% Nov 16, 2021 - Dec 27, 2021 |
| #12 | -2.21% Sep 22, 2025 - Sep 30, 2025 | -6.76% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -1.99% May 11, 2026 - May 14, 2026 | -6.35% Mar 28, 2024 - Jul 12, 2024 |
| #14 | -1.95% Aug 28, 2025 - Sep 9, 2025 | -6.21% Oct 12, 2020 - Nov 5, 2020 |
| #15 | -1.46% Feb 9, 2026 - Feb 11, 2026 | -6.05% Sep 18, 2025 - Dec 3, 2025 |
Correlation
Correlation between TCAI and BFOR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2013 - 2025)
TCAI vs BFOR dividend yield comparison.
| Year | TCAI | BFOR |
|---|---|---|
| 2025 | 0.05% | 2.38% |
| 2024 | 0.00% | 2.77% |
| 2023 | 0.00% | 5.03% |
| 2022 | 0.00% | 6.71% |
| 2021 | 0.00% | 3.66% |
| 2020 | 0.00% | 3.92% |
| 2019 | 0.00% | 2.76% |
| 2018 | 0.00% | 3.77% |
| 2017 | 0.00% | 2.39% |
| 2016 | 0.00% | 3.12% |
| 2015 | 0.00% | 3.43% |
| 2014 | 0.00% | 2.87% |
| 2013 | 0.00% | 0.71% |
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