Compare · 3 funds side by side · dividends reinvested

ICAP, IWF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeICAP · 11.63% · $1,163 a year on $10k

Story of the three · RiskSmallest drop

ICAP, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

Infrastructure Capital Equity Income Fund ETFIncome · Dividend stocks2.47%11.63%+0.4%+4.7%+15.9%[…]−15.7%16.8%$109M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: ICAP 2021 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Infrastructure Capital Equity Income Fund ETF · $109M[…]

ICAP

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

ICAP

More Ways to See the Pairs

ICAP vs IWF: Top 5 Holdings

Today

ICAP

31.4%in top 5

IWF

in top 538.7%

ICAPStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

7.8%AMZNnot top 5

6.6%AMDnot top 5

not top 5MSFT6.5%

Cost, Income and Risk

Fees: ICAP, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

ICAP2.47%$247

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: ICAP, IWF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IWF

+0.4%Year to dateJan 1 → Nov 10−3.4%

+4.7%1 yearTotal return−2.9%

+15.9%3 years · per year$10,000 became $15,573 · $16,897+19.1%

[…]5 years · per year$10,000 became […] · $15,699+9.4%

2.47%Expense ratio$247 · $18 a year on $10k · lower is better0.18%

11.63%Trailing 12-mo yield$1,163 · $38 a year on $10k0.38%

−15.7%Worst dropSmaller is better−14.6%

16.8%VolatilityLower is calmer19.5%

ICAPIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3ICAP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.3%AVGO4.8%

5.4%DHInot top 5

not top 5GOOGL5.4%

5.2%KKRnot top 5

Held in common25.9%

End-of-day Nov 10, 2026 · share of each fund

ICAP vs IWF Returns, Every Period

1Y

InfraCapICAP

+4.7%

past year

IWFiShares

−2.9%

past year

ICAPIWFFaded: behind in that period

2–1ICAP wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ICAP vs SCHD

YTD

InfraCapICAP

+0.4%

SCHDSchwab

+33.8%

+0.4%Year to date+33.8%

−15.7%Worst drop · 1Y−6.9%

16.8%Volatility · 1Y11.8%

11.6%Yield2.9%

$109MAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

11.63%highest, ICAP

FundTrailing yieldYield$10k

ICAP11.63%$1,163

SCHD2.94%$294

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$916most kept, ICAP

ICAP$1,163 − $247 = $916

SCHD$294 − $6 = $288

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ICAP, IWF, SCHD

Today

25.9%most shared, ICAP and IWF

ICAPIWFSCHD

ICAP—25.9%6.0%

IWF25.9%—3.6%

SCHD6.0%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ICAPWorst drop−15.7%16.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ICAPSCHD

+0.4%Year to date+33.8%

11.6%Yield2.9%

+4.7%Past year+38.8%

2.47%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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ICAP, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three