Compare · 3 funds side by side · dividends reinvested

ICAP, VIG and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

ICAP, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

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 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

ICAP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

ICAPMeasureVIG

+1.3%Year to dateJan 1 → Nov 4+16.4%

+6.4%1 yearTotal return+18.9%

+18.1%3 years · per year$10,000 became $16,475 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

2.47%Expense ratio$247 · $4 a year on $10k · lower is better0.04%

11.53%Trailing 12-mo yield$1,153 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−7.9%

15.4%VolatilityLower is calmer10.2%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

ICAP

31.0%in top 5

VIG

in top 522.1%

ICAPStockVIG

8.0%AMZNnot top 5

6.6%AVGO4.3%

6.3%MRVLnot top 5

5.1%KKRnot top 5

5.0%DHInot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common17.2%

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

ICAP vs VIG Returns, Every Period

InfraCapICAP

+6.4%

past year

VIGVanguard

+18.9%

past year

ICAPVIGFaded: behind in that period

0–3VIG wins

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

ICAP vs DGRO

YTD

InfraCapICAP

+1.3%

DGROiShares

+20.6%

+1.3%Year to date+20.6%

−11.7%Worst drop · 1Y−6.5%

15.4%Volatility · 1Y9.7%

11.5%Yield1.8%

$109MAssets$46.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: ICAP, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

ICAP2.47%$247

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

Yields: ICAP, VIG, DGRO

11.53%highest, ICAP

FundTrailing yieldYield$10k

ICAP11.53%$1,153

DGRO1.81%$181

VIG1.44%$144

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

Income After Fees on $10,000

$906most kept, ICAP

ICAP$1,153 − $247 = $906

DGRO$181 − $8 = $173

VIG$144 − $4 = $140

KeptFee

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

Overlap: ICAP, VIG, DGRO

Today

68.4%most shared, VIG and DGRO

ICAPVIGDGRO

ICAP—17.2%18.0%

VIG17.2%—68.4%

DGRO18.0%68.4%—

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

Return vs Bumpiness: 3 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

VIGWorst drop−7.9%10.2% 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

ICAPDGRO

+1.3%Year to date+20.6%

11.5%Yield1.8%

+6.4%Past year+24.5%

2.47%Fee0.08%

3–1DGRO 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026