SCAP vs DGRO

ASCAP

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income8.31%SCAP · $831 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common1.0%SCAP and DGRO

SCAP

DGRO

Infrastructure Capital Small Cap Income ETF · $17MiShares Core Dividend Growth ETF · $45.5B

[…]3 years · per year[…] · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

2.20%Expense ratio$220 · $8 on $10k · lower wins0.08%

8.31%12-mo yield$831 · $184 on $10k1.84%

−13.9%Worst dropSmaller wins−6.5%

18.1%VolatilityLower wins10.3%

1–3DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCAP · DGRO

2.4%LMT0.6%

0.8%DTM0.1%

0.5%JXN0.1%

3.6%HII0.0%

Held in common1.0%

End-of-day Nov 9, 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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.31%	+4.1%	+4.0%	+8.6%	new	new	−13.9%	$17M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.31%	+4.1%	+4.0%	+8.6%	new	new	−13.9%	$17M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCAP vs DGRO

SCAP

Infrastructure Capital Small Cap Income

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureSCAPDGRO

Fee2.20%0.08%

Cost on $10k a year$220$8

Yield8.31%1.84%

5 years, per year[…]+11.4%

3 years, per year[…]+20.7%

Worst drop · 1Y−13.9%−6.5%

Volatility · 1Y18.1%10.3%

3–1measures won
DGRO first

1.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCAP, DGRO, VIG

Today

68.2%most shared, DGRO and VIG

SCAPDGROVIG

SCAP—1.0%0.7%

DGRO1.0%—68.2%

VIG0.7%68.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$611most kept, SCAP

SCAP$831 − $220 = $611

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee