Compare · 3 funds side by side · dividends reinvested

SCAP, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SCAP, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.65%−0.1%+5.6%[…][…]−13.9%17.7%$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 6, 2026 · returns include dividends · since: SCAP 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SCAP

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

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

IVVMeasureSCAP

+8.7%Year to dateJan 1 → Nov 6−0.1%

+9.8%1 yearTotal return+5.6%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

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

1.14%Trailing 12-mo yield$114 · $865 a year on $10k8.65%

−8.9%Worst dropSmaller is better−13.9%

13.6%VolatilityLower is calmer17.7%

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

5–1IVV wins

End-of-day Nov 6, 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 519.9%

IVVStockSCAP

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5IWM5.4%

4.0%AMZNnot top 5

not top 5KTB3.8%

not top 5HII3.6%

not top 548251W503.6%

not top 5KBH3.4%

2.6%GOOGLnot top 5

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SCAP Returns, Every Period

iSharesIVV

+9.8%

past year

SCAPInfraCap

+5.6%

past year

IVVSCAPFaded: behind in that period

2–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCAP

YTD

iSharesIVV

+8.7%

SCAPInfraCap

−0.1%

+8.7%Year to date−0.1%

−8.9%Worst drop · 1Y−13.9%

13.6%Volatility · 1Y17.7%

1.1%Yield8.7%

$853BAssets$16.9M

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCAP, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCAP2.20%$220

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCAP, SPYM, IVV

8.65%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.65%$865

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$645most kept, SCAP

SCAP$865 − $220 = $645

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCAP, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SCAPSPYMIVV

SCAP—0.3%0.3%

SPYM0.3%—99.9%

IVV0.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SCAPWorst drop−13.9%17.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCAPSPYM

−0.1%Year to date+8.8%

8.7%Yield1.1%

+5.6%Past year+9.8%

2.20%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026