Compare · 4 funds side by side · dividends reinvested

SCAP, IVV, SCHD and VOO

SCAPInfraCap×IVViShares×SCHDSchwab×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

SCAP, IVV, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.31%+4.0%+8.6%[…][…]−13.9%18.1%$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 9, 2026 · returns include dividends · since: SCAP 2023 · IVV 2000 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

SCAP

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

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

IVVMeasureSCAP

+11.3%Year to dateJan 1 → Nov 9+4.0%

+13.6%1 yearTotal return+8.6%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $220 a year on $10k · lower is better2.20%

1.11%Trailing 12-mo yield$111 · $831 a year on $10k8.31%

−8.9%Worst dropSmaller is better−13.9%

13.8%VolatilityLower is calmer18.1%

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

5–1IVV wins

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

More Ways to See the Pairs

IVV vs SCAP: Top 5 Holdings

Today

IVV

27.8%in top 5

SCAP

in top 519.8%

IVVStockSCAP

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5IWM5.5%

4.0%AMZNnot top 5

not top 5KTB3.7%

not top 5HII3.6%

not top 5SARO3.5%

not top 548251W503.5%

2.6%GOOGLnot top 5

Held in common0.3%

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

IVV vs SCAP Returns, Every Period

iSharesIVV

+13.6%

past year

SCAPInfraCap

+8.6%

past year

IVVSCAPFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs SCAP

YTD

iSharesIVV

+11.3%

SCAPInfraCap

+4.0%

+11.3%Year to date+4.0%

−8.9%Worst drop · 1Y−13.9%

13.8%Volatility · 1Y18.1%

1.1%Yield8.3%

$853BAssets$16.9M

3–1IVV wins

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

Cost, Income and Risk

Fees: SCAP, IVV, SCHD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

SCAP2.20%$220

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

Yields: SCAP, IVV, SCHD, VOO

8.31%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.31%$831

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$611most kept, SCAP

SCAP$831 − $220 = $611

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: SCAP, IVV, SCHD, VOO

Today

92.7%most shared, IVV and VOO

SCAPIVVSCHDVOO

SCAP—0.3%2.5%0.3%

IVV0.3%—8.6%92.7%

SCHD2.5%8.6%—7.6%

VOO0.3%92.7%7.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

SCAPSCHD

+4.0%Year to date+33.2%

8.3%Yield3.0%

+8.6%Past year+39.1%

2.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

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