Compare · 3 funds side by side · dividends reinvested

SCAP, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SCAP, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SCAP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

SCAPMeasureSPYM

−0.1%Year to dateJan 1 → Nov 5+8.4%

+6.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

2.20%Expense ratio$220 · $2 a year on $10k · lower is better0.02%

8.66%Trailing 12-mo yield$866 · $106 a year on $10k1.06%

−13.9%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer13.6%

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

1–5SPYM 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 SPYM: Top 5 Holdings

Today

SCAP

25.3%in top 5

SPYM

in top 527.7%

SCAPStockSPYM

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 SPYM Returns, Every Period

InfraCapSCAP

+6.5%

past year

SPYMSPDR

+9.8%

past year

SCAPSPYMFaded: behind in that period

0–2SPYM wins

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

Income vs Core: SCAP vs VOO

YTD

InfraCapSCAP

−0.1%

VOOVanguard

+8.4%

−0.1%Year to date+8.4%

−13.9%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y13.5%

8.7%Yield1.1%

$17.7MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: SCAP, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SCAP2.20%$220

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

Yields: SCAP, SPYM, VOO

8.66%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.66%$866

VOO1.10%$110

SPYM1.06%$106

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

Income After Fees on $10,000

$646most kept, SCAP

SCAP$866 − $220 = $646

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: SCAP, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

SCAPSPYMVOO

SCAP—0.5%0.7%

SPYM0.5%—93.5%

VOO0.7%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst 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

SCAPSPYM

−0.1%Year to date+8.4%

8.7%Yield1.1%

+6.5%Past year+9.8%

2.20%Fee0.02%

3–1SPYM 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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026