ICAP vs VYM

AICAP

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common20.8%ICAP and VYM

ICAP

VYM

Infrastructure Capital Equity Income Fund ETF · $109MVanguard High Dividend Yield ETF · $78.9B

+18.1%3 years · per year$16,475 · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

2.47%Expense ratio$247 · $4 on $10k · lower wins0.04%

11.53%12-mo yield$1,153 · $230 on $10k2.30%

−11.7%Worst dropSmaller wins−6.7%

15.4%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsICAP · VYM

6.4%AVGO6.9%

2.0%MRK1.5%

3.1%BAC1.5%

1.2%PM1.3%

Held in common20.8%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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

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 VYM

ICAP

Infrastructure Capital Equity Income Fund

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureICAPVYM

Fee2.47%0.04%

Cost on $10k a year$247$4

Yield11.53%2.30%

5 years, per year[…]+11.2%

3 years, per year+18.1%+20.0%

Worst drop · 1Y−11.7%−6.7%

Volatility · 1Y15.4%10.6%

4–1measures won
VYM first

20.8%

holdings shared

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, VYM

Today

20.8%most shared, ICAP and VYM

ICAPVYM

ICAP—20.8%

VYM20.8%—

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

Income After Fees on $10,000

$906most kept, ICAP

ICAP$1,153 − $247 = $906

VYM$230 − $4 = $226

KeptFee

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