Compare · 3 funds side by side · dividends reinvested

SCAP, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

SCAP, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.9

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.66%−0.1%+6.5%[…][…]−13.9%17.8%$18M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCAP 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Infrastructure Capital Small Cap Income ETF · $18M[…]

SCAP

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SCAPMeasureSPY

−0.1%Year to dateJan 1 → Nov 5+8.3%

+6.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

2.20%Expense ratio$220 · $9 a year on $10k · lower is better0.09%

8.66%Trailing 12-mo yield$866 · $103 a year on $10k1.03%

−13.9%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

SCAP vs SPY: Top 5 Holdings

Today

SCAP

25.3%in top 5

SPY

in top 527.7%

SCAPStockSPY

11.1%IWMnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.8%KTBnot top 5

3.6%HIInot top 5

3.5%48251W50not top 5

3.3%KBHnot top 5

not top 5GOOGL2.6%

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

SCAP vs SPY Returns, Every Period

InfraCapSCAP

+6.5%

past year

SPYSPDR

+9.7%

past year

SCAPSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: SCAP vs IVV

YTD

InfraCapSCAP

−0.1%

IVViShares

+8.4%

−0.1%Year to date+8.4%

−13.9%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y13.6%

8.7%Yield1.1%

$17.7MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCAP, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SCAP2.20%$220

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCAP, SPY, IVV

8.66%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.66%$866

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$646most kept, SCAP

SCAP$866 − $220 = $646

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCAP, SPY, IVV

Today

99.9%most shared, SPY and IVV

SCAPSPYIVV

SCAP—0.5%0.5%

SPY0.5%—99.9%

IVV0.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SCAPWorst drop−13.9%17.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCAPIVV

−0.1%Year to date+8.4%

8.7%Yield1.1%

+6.5%Past year+9.7%

2.20%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026