Tortoise Capital’s AI Infrastructure ETF Tops $100M AUM After 76% Return Since Launch
Tortoise Capital’s AI Infrastructure ETF has topped $100 million in assets under management within eight months of its August 2025 launch. The fund has delivered a 76% cumulative return on NAV and market price since inception, outpacing the S&P 500’s 15% gain over the same period.
1. AUM Milestone
Since its August 4, 2025 debut, the AI Infrastructure ETF has attracted over $100 million in assets under management, reflecting strong demand for targeted exposure to the physical and digital systems powering artificial intelligence.
2. Performance vs S&P 500
Through April 24, 2026, the fund achieved a 76% cumulative return on both NAV and market price, significantly ahead of the S&P 500’s 15% gain over the same period, with Q1 NAV up 17.08%.
3. Strategy and Expenses
Actively managed, the ETF invests in data centers, semiconductor manufacturers, energy providers and connectivity infrastructure essential for AI, and carries a total annual operating expense ratio of 0.65%.
4. Adoption and Outlook
Early endorsement by financial advisors underscores demand for diversified AI exposure via infrastructure, with the fund positioned to benefit from ongoing data-center expansion, rising electricity needs and network build-outs.