ICAP vs DGRO

AICAP

BDGRO

Measures won1–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income12.07%ICAP · $1,207 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common20.9%ICAP and DGRO

ICAP

DGRO

Infrastructure Capital Equity Income Fund ETF · $110MiShares Core Dividend Growth ETF · $44.9B

+15.5%3 years · per year$15,398 · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

2.47%Expense ratio$247 · $8 on $10k · lower wins0.08%

12.07%12-mo yield$1,207 · $187 on $10k1.87%

−15.7%Worst dropSmaller wins−6.5%

16.3%VolatilityLower wins10.2%

1–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsICAP · DGRO

3.5%MSFT3.2%

6.0%AVGO2.2%

2.1%MRK1.8%

1.3%AAPL3.1%

Held in common20.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ICAP vs DGRO

ICAP

Infrastructure Capital Equity Income Fund

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureICAPDGRO

Fee2.47%0.08%

Cost on $10k a year$247$8

Yield12.07%1.87%

5 years, per year[…]+11.0%

3 years, per year+15.5%+20.7%

Worst drop · 1Y−15.7%−6.5%

Volatility · 1Y16.3%10.2%

4–1measures won
DGRO first

20.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ICAP, DGRO

Today

20.9%most shared, ICAP and DGRO

ICAPDGRO

ICAP—20.9%

DGRO20.9%—

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

Income After Fees on $10,000

$960most kept, ICAP

ICAP$1,207 − $247 = $960

DGRO$187 − $8 = $179

KeptFee

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