Compare · 3 funds side by side · dividends reinvested

ICAP, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

ICAP, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Infrastructure Capital Equity Income Fund ETFIncome · Dividend stocks2.47%11.53%+1.3%+6.4%+18.1%[…]−11.7%15.4%$109M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ICAP 2021 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

ICAP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

ICAPMeasureSCHD

+1.3%Year to dateJan 1 → Nov 4+35.3%

+6.4%1 yearTotal return+41.6%

+18.1%3 years · per year$10,000 became $16,475 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

2.47%Expense ratio$247 · $6 a year on $10k · lower is better0.06%

11.53%Trailing 12-mo yield$1,153 · $291 a year on $10k2.91%

−11.7%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ICAP vs SCHD: Top 5 Holdings

Today

ICAP

31.0%in top 5

SCHD

in top 521.6%

ICAPStockSCHD

8.0%AMZNnot top 5

6.6%AVGOnot top 5

6.3%MRVLnot top 5

5.1%KKRnot top 5

5.0%DHInot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common8.0%

End-of-day Nov 4, 2026 · share of each fund

ICAP vs SCHD Returns, Every Period

InfraCapICAP

+6.4%

past year

SCHDSchwab

+41.6%

past year

ICAPSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ICAP vs SCHD

YTD

InfraCapICAP

+1.3%

SCHDSchwab

+35.3%

+1.3%Year to date+35.3%

−11.7%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.5%

11.5%Yield2.9%

$109MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICAP, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

ICAP2.47%$247

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ICAP, SCHD, VOO

11.53%highest, ICAP

FundTrailing yieldYield$10k

ICAP11.53%$1,153

SCHD2.91%$291

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$906most kept, ICAP

ICAP$1,153 − $247 = $906

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ICAP, SCHD, VOO

Today

25.7%most shared, ICAP and VOO

ICAPSCHDVOO

ICAP—8.0%25.7%

SCHD8.0%—7.6%

VOO25.7%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

ICAPWorst drop−11.7%15.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ICAPSCHD

+1.3%Year to date+35.3%

11.5%Yield2.9%

+6.4%Past year+41.6%

2.47%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026