IVV vs SCAP

AIVV

BSCAP

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income8.23%SCAP · $823 on $10k

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

Held in common0.6%IVV and SCAP

IVV

SCAP

iShares Core S&P 500 ETF · $887BInfrastructure Capital Small Cap Income ETF · $18M

+24.2%3 years · per year$19,178 · […][…]

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $220 on $10k · lower wins2.20%

1.09%12-mo yield$109 · $823 on $10k8.23%

−8.9%Worst dropSmaller wins−12.3%

12.9%VolatilityLower wins17.0%

3–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SCAP

0.2%MRVL2.4%

0.2%LMT2.6%

0.1%APO2.1%

0.0%GDDY2.6%

Held in common0.6%

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.23%	0.0%	+5.0%	+11.0%	new	new	−12.3%	$18M

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.23%	0.0%	+5.0%	+11.0%	new	new	−12.3%	$18M

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

IVV vs SCAP

IVV

iShares Core S&P 500

$18,118

SCAP

Infrastructure Capital Small Cap Income

[…]

MeasureIVVSCAP

Fee0.03%2.20%

Cost on $10k a year$3$220

Yield1.09%8.23%

5 years, per year+12.6%[…]

3 years, per year+24.2%[…]

Worst drop · 1Y−8.9%−12.3%

Volatility · 1Y12.9%17.0%

3–1measures won
IVV first

0.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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

Overlap: IVV, SCAP

Today

0.6%most shared, IVV and SCAP

IVVSCAP

IVV—0.6%

SCAP0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$603most kept, SCAP

SCAP$823 − $220 = $603

IVV$109 − $3 = $106

KeptFee

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