ICAP vs SPYM

AICAP

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

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

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common24.8%ICAP and SPYM

ICAP

SPYM

Infrastructure Capital Equity Income Fund ETF · $109MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.1%3 years · per year$16,475 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

2.47%Expense ratio$247 · $2 on $10k · lower wins0.02%

11.53%12-mo yield$1,153 · $101 on $10k1.01%

−11.7%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsICAP · SPYM

8.0%AMZN3.8%

3.1%GOOGL2.5%

6.6%AVGO2.4%

1.7%MSFT5.9%

Held in common24.8%

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	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 SPYM

ICAP

Infrastructure Capital Equity Income Fund

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureICAPSPYM

Fee2.47%0.02%

Cost on $10k a year$247$2

Yield11.53%1.01%

5 years, per year[…]+12.6%

3 years, per year+18.1%+24.3%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y15.4%12.8%

4–1measures won
SPYM first

24.8%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ICAP, SPYM, SPY, IVV

Today

99.9%most shared, SPY and IVV

ICAPSPYMSPYIVV

ICAP—24.8%24.8%24.8%

SPYM24.8%—99.8%99.8%

SPY24.8%99.8%—99.9%

IVV24.8%99.8%99.9%—

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

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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