ICAP vs SCHD

AICAP

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.53%ICAP · $1,153 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.0%ICAP and SCHD

ICAP

SCHD

Infrastructure Capital Equity Income Fund ETF · $109MSchwab U.S. Dividend Equity ETF · $121B

+18.1%3 years · per year$16,475 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

2.47%Expense ratio$247 · $6 on $10k · lower wins0.06%

11.53%12-mo yield$1,153 · $291 on $10k2.91%

−11.7%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsICAP · SCHD

2.4%LMT3.1%

2.0%MRK3.7%

1.4%BX2.1%

0.8%PEP3.8%

Held in common8.0%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	11.53%	+0.9%	+1.3%	+6.4%	+18.1%	new	−11.7%	$109M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	11.53%	+0.9%	+1.3%	+6.4%	+18.1%	new	−11.7%	$109M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ICAP vs SCHD

ICAP

Infrastructure Capital Equity Income Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureICAPSCHD

Fee2.47%0.06%

Cost on $10k a year$247$6

Yield11.53%2.91%

5 years, per year[…]+11.0%

3 years, per year+18.1%+21.4%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y15.4%11.5%

4–1measures won
SCHD first

8.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ICAP, SCHD

Today

8.0%most shared, ICAP and SCHD

ICAPSCHD

ICAP—8.0%

SCHD8.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$906most kept, ICAP

ICAP$1,153 − $247 = $906

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee