Compare · 3 funds side by side · dividends reinvested

SCAP, DGRO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

SCAP, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.31%+4.0%+8.6%[…][…]−13.9%18.1%$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 9, 2026 · returns include dividends · since: SCAP 2023 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCAP

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,131

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SCAPMeasureDGRO

+4.0%Year to dateJan 1 → Nov 9+18.8%

+8.6%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

2.20%Expense ratio$220 · $8 a year on $10k · lower is better0.08%

8.31%Trailing 12-mo yield$831 · $184 a year on $10k1.84%

−13.9%Worst dropSmaller is better−6.5%

18.1%VolatilityLower is calmer10.3%

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

1–5DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCAP vs DGRO: Top 5 Holdings

Today

SCAP

19.8%in top 5

DGRO

in top 515.1%

SCAPStockDGRO

5.5%IWMnot top 5

3.7%KTBnot top 5

3.6%HIInot top 5

3.5%SAROnot top 5

3.5%48251W50not top 5

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common1.0%

End-of-day Nov 9, 2026 · share of each fund

SCAP vs DGRO Returns, Every Period

InfraCapSCAP

+8.6%

past year

DGROiShares

+22.9%

past year

SCAPDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCAP vs DGRO

YTD

InfraCapSCAP

+4.0%

DGROiShares

+18.8%

+4.0%Year to date+18.8%

−13.9%Worst drop · 1Y−6.5%

18.1%Volatility · 1Y10.3%

8.3%Yield1.8%

$16.9MAssets$45.5B

3–1DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCAP, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SCAP2.20%$220

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCAP, DGRO, VIG

8.31%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.31%$831

DGRO1.84%$184

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$611most kept, SCAP

SCAP$831 − $220 = $611

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCAP, DGRO, VIG

Today

68.2%most shared, DGRO and VIG

SCAPDGROVIG

SCAP—1.0%0.7%

DGRO1.0%—68.2%

VIG0.7%68.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

SCAPWorst drop−13.9%18.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCAPDGRO

+4.0%Year to date+18.8%

8.3%Yield1.8%

+8.6%Past year+22.9%

2.20%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026