CCML vs TCAI

CCML—Roundhill MLCC & Electronic Components ETF

TCAIBTortoise AI Infrastructure ETF

In short

CCML —No data

TCAI A stock picker's run at the AI buildout. TCAI is actively managed with no index to follow, aiming at the companies that supply AI infrastructure, and it prices right at the middle of its small niche.

Stated mandate

CCML —No data

TCAI The Fund invests with an emphasis on companies involved in AI infrastructure. It is actively managed and does not seek to track an index.

Why people hold it

CCML —No data

• TCAI No index, no rulebook. The managers pick the AI infrastructure names themselves, so the portfolio can shift as the buildout does rather than wait for a quarterly reconstitution.
• At 0.65% a year it lands on the median fee for its AI infrastructure cohort, and under the 0.69% charged by Defiance's AIPO, despite being run actively.
• In a crowded new corner (seven funds chasing AI infrastructure), this one grades out in the upper half on our review.
• Liquidity is a bright spot: it changes hands often enough that getting in and out is one of the smoother parts of owning it, unusual for a fund this new.

Worth knowing

CCML —No data

• TCAI Launched in August 2025, so the track record is thin. There is not yet enough history to judge how it behaves through a full market cycle.
• Active costs more here. Index-run peers in the same niche, Franklin's XDAT at 0.50% and ProShares' DAT at 0.58%, undercut it.
• Distributions come once or twice a year, and the fund is still mid-sized rather than a giant. This is a growth-theme holding, not an income line item.

Full CCML profile⁠

Full TCAI profile⁠