ICAP vs VUG

AICAP

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income11.63%ICAP · $1,163 on $10k

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

Held in common26.6%ICAP and VUG

Infrastructure Capital Equity Income Fund ETF · $109MVanguard Morningstar Growth ETF · $233B

+15.9%3 years · per year$15,573 · $18,230+22.2%

[…]5 years · per year[…] · $16,394+10.4%

2.47%Expense ratio$247 · $3 on $10k · lower wins0.03%

11.63%12-mo yield$1,163 · $41 on $10k

Cards for this view

ICAP

Infrastructure Capital Equity Income Fund

[…]

VUG

Vanguard Morningstar Growth

$16,394

MeasureICAPVUG

Fee2.47%0.03%

Cost on $10k a year$247$3

Yield11.63%0.41%

5 years, per year[…]+10.4%

3 years, per year+15.9%+22.2%

Worst drop · 1Y−15.7%−15.1%

Volatility · 1Y16.8%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.63%	+3.9%	+0.4%	+4.7%	+15.9%	new	−15.7%	$109M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.63%	+3.9%	+0.4%	+4.7%	+15.9%	new	−15.7%	$109M

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