SCAP vs IVV

ASCAP

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income8.65%SCAP · $865 on $10k

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

Held in common0.3%SCAP and IVV

SCAP

IVV

Infrastructure Capital Small Cap Income ETF · $17MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

2.20%Expense ratio$220 · $3 on $10k · lower wins0.03%

8.65%12-mo yield$865 · $114 on $10k1.14%

−13.9%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCAP · IVV

2.5%LMT0.2%

2.2%APO0.1%

2.8%GDDY0.0%

3.6%HII0.0%

Held in common0.3%

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$17M

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$17M

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

SCAP vs IVV

SCAP

Infrastructure Capital Small Cap Income

[…]

IVV

iShares Core S&P 500

$17,177

MeasureSCAPIVV

Fee2.20%0.03%

Cost on $10k a year$220$3

Yield8.65%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y17.7%13.6%

3–1measures won
IVV first

0.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: SCAP, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

SCAPIVVSPYM

SCAP—0.3%0.3%

IVV0.3%—99.9%

SPYM0.3%99.9%—

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

Income After Fees on $10,000

$645most kept, SCAP

SCAP$865 − $220 = $645

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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