Compare · 4 funds side by side · dividends reinvested

SCAP, CGDV, SCHD and VIG

SCAPInfraCap×CGDVCapital Group×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

SCAP, CGDV, SCHD and VIG, 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.9

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.65%−0.1%+5.6%[…][…]−13.9%17.7%$17M3.5

Rank among the four1st → 4thFee, 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: SCAP 2023 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCAP

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCAPMeasureCGDV

−0.1%Year to dateJan 1 → Nov 6+9.6%

+5.6%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

2.20%Expense ratio$220 · $33 a year on $10k · lower is better0.33%

8.65%Trailing 12-mo yield$865 · $127 a year on $10k1.27%

−13.9%Worst dropSmaller is better−9.7%

17.7%VolatilityLower is calmer13.4%

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

1–5CGDV 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 CGDV: Top 5 Holdings

Today

SCAP

19.9%in top 5

CGDV

in top 523.9%

SCAPStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

5.4%IWMnot top 5

not top 5AVGO4.0%

not top 5META3.9%

3.8%KTBnot top 5

3.6%HIInot top 5

3.6%48251W50not top 5

3.4%KBHnot top 5

not top 5RTX3.2%

Held in common0.0%

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

SCAP vs CGDV Returns, Every Period

InfraCapSCAP

+5.6%

past year

CGDVCapital Group

+12.9%

past year

SCAPCGDVFaded: behind in that period

0–2CGDV 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: SCAP, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SCAP2.20%$220

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

Yields: SCAP, CGDV, SCHD, VIG

8.65%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.65%$865

SCHD3.00%$300

VIG1.50%$150

CGDV1.27%$127

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

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: SCAP, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

SCAPCGDVSCHDVIG

SCAP—0.0%2.5%0.7%

CGDV0.0%—5.9%29.4%

SCHD2.5%5.9%—14.5%

VIG0.7%29.4%14.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% 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 Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

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