Compare · 3 funds side by side · dividends reinvested

IVV, SCAP and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, SCAP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.65%−0.1%+5.6%[…][…]−13.9%17.7%$17M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SCAP 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Infrastructure Capital Small Cap Income ETF · $17M[…]

SCAP

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SCAPMeasureIVV

−0.1%Year to dateJan 1 → Nov 6+8.7%

+5.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

2.20%Expense ratio$220 · $3 a year on $10k · lower is better0.03%

8.65%Trailing 12-mo yield$865 · $114 a year on $10k1.14%

−13.9%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.6%

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

1–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCAP vs IVV: Top 5 Holdings

Today

SCAP

19.9%in top 5

IVV

in top 527.8%

SCAPStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.4%IWMnot top 5

not top 5AMZN4.0%

3.8%KTBnot top 5

3.6%HIInot top 5

3.6%48251W50not top 5

3.4%KBHnot top 5

not top 5GOOGL2.6%

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

SCAP vs IVV Returns, Every Period

InfraCapSCAP

+5.6%

past year

IVViShares

+9.8%

past year

SCAPIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCAP vs SCHD

YTD

InfraCapSCAP

−0.1%

SCHDSchwab

+31.4%

−0.1%Year to date+31.4%

−13.9%Worst drop · 1Y−6.9%

17.7%Volatility · 1Y11.7%

8.7%Yield3.0%

$16.9MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SCAP, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SCAP2.20%$220

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SCAP, SCHD

8.65%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.65%$865

SCHD3.00%$300

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$645most kept, SCAP

SCAP$865 − $220 = $645

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SCAP, SCHD

Today

8.7%most shared, IVV and SCHD

IVVSCAPSCHD

IVV—0.3%8.7%

SCAP0.3%—2.5%

SCHD8.7%2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

SCAPWorst drop−13.9%17.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCAPSCHD

−0.1%Year to date+31.4%

8.7%Yield3.0%

+5.6%Past year+37.0%

2.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026