ICAP vs USOY

AICAP

BUSOY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income54.64%USOY · $5,464 on $10k

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

Held in common[…]ICAP and USOY

ICAP

USOY

Infrastructure Capital Equity Income Fund ETF · $109MOil Enhanced Options Income ETF · $79M

+18.1%3 years · per year$16,475 · […][…]

[…]5 years · per year[…]

2.47%Expense ratio$247 · $112 on $10k · lower wins1.12%

11.53%12-mo yield$1,153 · $5,464 on $10k54.64%

−11.7%Worst dropSmaller wins−25.5%

15.4%VolatilityLower wins39.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICAP · USOY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

Cards for this view

ICAP vs USOY

ICAP

Infrastructure Capital Equity Income Fund

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureICAPUSOY

Fee2.47%1.12%

Cost on $10k a year$247$112

Yield11.53%54.64%

5 years, per year[…][…]

3 years, per year+18.1%[…]

Worst drop · 1Y−11.7%−25.5%

Volatility · 1Y15.4%39.0%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ICAP, USOY, SCHD

Today

7.7%most shared, ICAP and SCHD

ICAPUSOYSCHD

ICAP—[…]7.7%

USOY[…]—[…]

SCHD7.7%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

ICAP$1,153 − $247 = $906

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee