ITB vs ICAP

AITB

BICAP

Measures won1–4ICAP wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ITB $14,092

Lowest cost0.06%SCHD · $6 on $10k

Most income12.07%ICAP · $1,207 on $10k

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

Held in common10.8%ITB and ICAP

ITB

ICAP

iShares U.S. Home Construction ETF · $2.3BInfrastructure Capital Equity Income Fund ETF · $104M

+9.5%3 years · per year$13,124 · $15,398+15.5%

+7.1%5 years · per year$14,092 · […][…]

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

1.31%12-mo yield$131 · $1,207 on $10k12.07%

−25.7%Worst dropSmaller wins−15.7%

31.3%VolatilityLower wins16.3%

1–4ICAP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITB · ICAP

18.2%DHI5.7%

8.0%LEN4.9%

4.7%TOL0.1%

Held in common10.8%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B
3	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$104M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B
3	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$104M

End-of-day Nov 6, 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

$14,092

ICAP

Infrastructure Capital Equity Income Fund

[…]

MeasureITBICAP

Fee0.37%2.47%

Cost on $10k a year$37$247

Yield1.31%12.07%

5 years, per year+7.1%[…]

3 years, per year+9.5%+15.5%

Worst drop · 1Y−25.7%−15.7%

Volatility · 1Y31.3%16.3%

4–1measures won
ICAP first

10.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITB, ICAP, SCHD

Today

10.8%most shared, ITB and ICAP

ITBICAPSCHD

ITB—10.8%4.3%

ICAP10.8%—7.4%

SCHD4.3%7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$960most kept, ICAP

ICAP$1,207 − $247 = $960

SCHD$300 − $6 = $294

ITB$131 − $37 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee