SCAP vs CGDV

ASCAP

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income8.66%SCAP · $866 on $10k

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

Held in common0.0%SCAP and CGDV

SCAP

CGDV

Infrastructure Capital Small Cap Income ETF · $18MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

2.20%Expense ratio$220 · $33 on $10k · lower wins0.33%

8.66%12-mo yield$866 · $127 on $10k1.27%

−13.9%Worst dropSmaller wins−9.7%

17.8%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCAP · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

SCAP vs CGDV

SCAP

Infrastructure Capital Small Cap Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSCAPCGDV

Fee2.20%0.33%

Cost on $10k a year$220$33

Yield8.66%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−13.9%−9.7%

Volatility · 1Y17.8%13.4%

3–1measures won
CGDV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCAP, CGDV, VIG, SCHD

Today

29.5%most shared, CGDV and VIG

SCAPCGDVVIGSCHD

SCAP—0.0%0.7%2.5%

CGDV0.0%—29.5%5.8%

VIG0.7%29.5%—14.5%

SCHD2.5%5.8%14.5%—

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

Income After Fees on $10,000

$646most kept, SCAP

SCAP$866 − $220 = $646

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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