IVV vs ICAP

AIVV

BICAP

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VTI $16,678

Lowest cost0.03%IVV · $3 on $10k

Most income11.50%ICAP · $1,150 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common27.7%IVV and ICAP

iShares Core S&P 500 ETF · $872BInfrastructure Capital Equity Income Fund ETF · $109M

+21.9%3 years · per year$18,122 · $15,470+15.7%

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $247 on $10k · lower wins2.47%

1.10%12-mo yield$110 · $1,150 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,530

ICAP

Infrastructure Capital Equity Income Fund

[…]

MeasureIVVICAP

Fee0.03%2.47%

Cost on $10k a year$3$247

Yield1.10%11.50%

5 years, per year+11.9%[…]

3 years, per year+21.9%+15.7%

Worst drop · 1Y−8.9%−15.7%

Volatility · 1Y13.7%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.50%	+2.0%	+1.5%	+4.2%	+15.7%	new	−15.7%	$109M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.50%	+2.0%	+1.5%	+4.2%	+15.7%	new	−15.7%	$109M

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