ICAP vs CGDV

AICAP

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income11.59%ICAP · $1,159 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common24.7%ICAP and CGDV

Infrastructure Capital Equity Income Fund ETF · $110MCapital Group Dividend Value ETF · $39.2B

+15.8%3 years · per year$15,537 · $18,895+23.6%

[…]5 years · per year[…]

2.47%Expense ratio$247 · $33 on $10k · lower wins0.33%

11.59%12-mo yield$1,159 · $124 on $10k

Cards for this view

ICAP

Infrastructure Capital Equity Income Fund

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureICAPCGDV

Fee2.47%0.33%

Cost on $10k a year$247$33

Yield11.59%1.24%

5 years, per year[…][…]

3 years, per year+15.8%+23.6%

Worst drop · 1Y−15.7%−9.7%

Volatility · 1Y16.9%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.59%	−0.8%	+0.7%	+3.1%	+15.8%	new	−15.7%	$110M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.59%	−0.8%	+0.7%	+3.1%	+15.8%	new	−15.7%	$110M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

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