ICAP vs SCHD

AICAP

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

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

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

Held in common7.4%ICAP and SCHD

ICAP

SCHD

Infrastructure Capital Equity Income Fund ETF · $104MSchwab U.S. Dividend Equity ETF · $120B

+15.5%3 years · per year$15,398 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

12.07%12-mo yield$1,207 · $300 on $10k3.00%

−15.7%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICAP · SCHD

2.1%MRK3.8%

1.7%LMT2.8%

1.5%BX2.1%

0.9%PEP4.0%

Held in common7.4%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$104M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$104M

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 SCHD

ICAP

Infrastructure Capital Equity Income Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureICAPSCHD

Fee2.47%0.06%

Cost on $10k a year$247$6

Yield12.07%3.00%

5 years, per year[…]+10.2%

3 years, per year+15.5%+20.0%

Worst drop · 1Y−15.7%−6.9%

Volatility · 1Y16.3%11.7%

4–1measures won
SCHD first

7.4%

holdings shared

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

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

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

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

Overlap: ICAP, SCHD, VIG

Today

20.1%most shared, ICAP and VIG

ICAPSCHDVIG

ICAP—7.4%20.1%

SCHD7.4%—14.5%

VIG20.1%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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