Compare · 3 funds side by side · dividends reinvested

SCAP, SCHD and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

SCAP, SCHD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

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 · SCHD 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

SCAP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

SCAPMeasureSCHD

+4.0%Year to dateJan 1 → Nov 9+33.2%

+8.6%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

2.20%Expense ratio$220 · $6 a year on $10k · lower is better0.06%

8.31%Trailing 12-mo yield$831 · $296 a year on $10k2.96%

−13.9%Worst dropSmaller is better−6.9%

18.1%VolatilityLower is calmer11.8%

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

1–5SCHD 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 SCHD: Top 5 Holdings

Today

SCAP

19.8%in top 5

SCHD

in top 521.4%

SCAPStockSCHD

5.5%IWMnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.7%KTBnot top 5

3.6%HIInot top 5

3.5%SAROnot top 5

3.5%48251W50not top 5

Held in common2.5%

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

SCAP vs SCHD Returns, Every Period

InfraCapSCAP

+8.6%

past year

SCHDSchwab

+39.1%

past year

SCAPSCHDFaded: behind in that period

0–2SCHD wins

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

SCAP vs SCHD

YTD

InfraCapSCAP

+4.0%

SCHDSchwab

+33.2%

+4.0%Year to date+33.2%

−13.9%Worst drop · 1Y−6.9%

18.1%Volatility · 1Y11.8%

8.3%Yield3.0%

$16.9MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCAP, SCHD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

SCAP2.20%$220

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

Yields: SCAP, SCHD, VTI

8.31%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.31%$831

SCHD2.96%$296

VTI1.06%$106

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

VTI$106 − $3 = $103

KeptFee

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

Overlap: SCAP, SCHD, VTI

Today

7.1%most shared, SCHD and VTI

SCAPSCHDVTI

SCAP—2.5%0.6%

SCHD2.5%—7.1%

VTI0.6%7.1%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VTIWorst drop−8.9%13.9% 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 Three

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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