Compare · 3 funds side by side · dividends reinvested

SCAP, SPY and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSCAP · 8.32% · $832 a year on $10k

Story of the three · RiskSmallest drop

SCAP, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.9

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.32%+3.9%+7.1%[…][…]−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 10, 2026 · returns include dividends · since: SCAP 2023 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCAP

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

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

SCAP

More Ways to See the Pairs

SCAP vs SPY: Top 5 Holdings

Today

SCAP

24.9%in top 5

SPY

in top 527.3%

SCAPStockSPY

not top 5AAPL7.9%

7.8%IWMnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

6.0%FGXXXnot top 5

Cost, Income and Risk

Fees: SCAP, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

SCAP2.20%$220

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

Yields: SCAP, SPY, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SPY

+3.9%Year to dateJan 1 → Nov 10+10.8%

+7.1%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

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

8.32%Trailing 12-mo yield$832 · $101 a year on $10k1.01%

−13.9%Worst dropSmaller is better−8.9%

18.1%VolatilityLower is calmer13.8%

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

1–5SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMZN4.0%

3.8%KTBnot top 5

3.6%HIInot top 5

3.6%SAROnot top 5

not top 5GOOGL2.6%

Held in common0.3%

End-of-day Nov 10, 2026 · share of each fund

SCAP vs SPY Returns, Every Period

1Y

InfraCapSCAP

+7.1%

past year

SPYSPDR

+13.0%

past year

SCAPSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SCAP vs SCHD

YTD

InfraCapSCAP

+3.9%

SCHDSchwab

+33.8%

+3.9%Year to date+33.8%

−13.9%Worst drop · 1Y−6.9%

18.1%Volatility · 1Y11.8%

8.3%Yield2.9%

$16.9MAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

8.32%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.32%$832

SCHD2.94%$294

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$612most kept, SCAP

SCAP$832 − $220 = $612

SCHD$294 − $6 = $288

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCAP, SPY, SCHD

Today

8.5%most shared, SPY and SCHD

SCAPSPYSCHD

SCAP—0.3%2.5%

SPY0.3%—8.5%

SCHD2.5%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.8% vol

SCAPWorst drop−13.9%18.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCAPSCHD

+3.9%Year to date+33.8%

8.3%Yield2.9%

+7.1%Past year+38.8%

2.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SCAP, SPY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three