ITB vs ICAP

AITB

BICAP

Measures won1–4ICAP wins · of 6 · 5Y

$10,000 · 5Y$14,809ITB

Lowest cost0.37%ITB · $37 on $10k

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

Smallest drop−11.7%ICAP · worst fall in 1Y

Held in common9.6%ITB and ICAP

ITB

ICAP

iShares U.S. Home Construction ETF · $2.4BInfrastructure Capital Equity Income Fund ETF · $109M

+12.8%3 years · per year$14,337 · $16,475+18.1%

+8.2%5 years · per year$14,809 · […][…]

0.37%Expense ratio$37 · $247 on $10k · lower wins2.47%

1.26%12-mo yield$126 · $1,153 on $10k11.53%

−25.7%Worst dropSmaller wins−11.7%

31.1%VolatilityLower wins15.4%

1–4ICAP wins

$10,000 · 5 yearsOne scale

Shared top holdingsITB · ICAP

17.7%DHI5.0%

8.0%LEN4.4%

4.8%TOL0.1%

Held in common9.6%

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

Both

5Y2 funds

#			Trend
1	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.26%	+7.2%	+5.4%	+3.0%	+12.8%	+8.2%	−25.7%	$2.4B
2	BICAP	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

Both

5Y2 funds

#			Trend
1	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.26%	+7.2%	+5.4%	+3.0%	+12.8%	+8.2%	−25.7%	$2.4B
2	BICAP	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

ITB vs ICAP

ITB

iShares U.S. Home Construction

$14,809

ICAP

Infrastructure Capital Equity Income Fund

[…]

MeasureITBICAP

Fee0.37%2.47%

Cost on $10k a year$37$247

Yield1.26%11.53%

5 years, per year+8.2%[…]

3 years, per year+12.8%+18.1%

Worst drop · 1Y−25.7%−11.7%

Volatility · 1Y31.1%15.4%

4–1measures won
ICAP first

9.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITB, ICAP

Today

9.6%most shared, ITB and ICAP

ITBICAP

ITB—9.6%

ICAP9.6%—

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

ITB$126 − $37 = $89

KeptFee

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