Compare · 4 funds side by side · dividends reinvested

SCAP, VIG, IVV and SCHD

SCAPInfraCap×VIGVanguard×IVViShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

SCAP, VIG, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

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%$853B2.4

Infrastructure Capital Small Cap Income ETFIncome · Dividend stocks2.20%8.65%−0.1%+5.6%[…][…]−13.9%17.7%$17M3.5

Rank among the four1st → 4thFee, 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 · VIG 2006 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCAP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SCAPMeasureVIG

−0.1%Year to dateJan 1 → Nov 6+12.1%

+5.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

2.20%Expense ratio$220 · $4 a year on $10k · lower is better0.04%

8.65%Trailing 12-mo yield$865 · $150 a year on $10k1.50%

−13.9%Worst dropSmaller is better−7.9%

17.7%VolatilityLower is calmer10.8%

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

1–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCAP vs VIG: Top 5 Holdings

Today

SCAP

19.9%in top 5

VIG

in top 522.1%

SCAPStockVIG

5.4%IWMnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%KTBnot top 5

3.6%HIInot top 5

3.6%48251W50not top 5

3.4%KBHnot top 5

Held in common0.7%

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

SCAP vs VIG Returns, Every Period

InfraCapSCAP

+5.6%

past year

VIGVanguard

+14.3%

past year

SCAPVIGFaded: behind in that period

0–2VIG wins

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

SCAP vs SCHD

YTD

InfraCapSCAP

−0.1%

SCHDSchwab

+31.4%

−0.1%Year to date+31.4%

−13.9%Worst drop · 1Y−6.9%

17.7%Volatility · 1Y11.7%

8.7%Yield3.0%

$16.9MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCAP, VIG, IVV, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SCHD0.06%$6

SCAP2.20%$220

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

Yields: SCAP, VIG, IVV, SCHD

8.65%highest, SCAP

FundTrailing yieldYield$10k

SCAP8.65%$865

SCHD3.00%$300

VIG1.50%$150

IVV1.14%$114

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

Income After Fees on $10,000

$645most kept, SCAP

SCAP$865 − $220 = $645

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IVV$114 − $3 = $111

KeptFee

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

Overlap: SCAP, VIG, IVV, SCHD

Today

42.8%most shared, VIG and IVV

SCAPVIGIVVSCHD

SCAP—0.7%0.3%2.5%

VIG0.7%—42.8%14.5%

IVV0.3%42.8%—8.7%

SCHD2.5%14.5%8.7%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

SCAPSCHD

−0.1%Year to date+31.4%

8.7%Yield3.0%

+5.6%Past year+37.0%

2.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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