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