SCAP vs IVV

ASCAP

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income8.31%SCAP · $831 on $10k

Smallest drop−6.9%SCHD · 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 · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

8.31%12-mo yield$831 · $111 on $10k1.11%

−13.9%Worst dropSmaller wins−8.9%

18.1%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCAP · IVV

2.4%LMT0.2%

2.2%APO0.1%

2.7%GDDY0.0%

3.6%HII0.0%

Held in common0.3%

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 Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 IVV

SCAP

Infrastructure Capital Small Cap Income

[…]

IVV

iShares Core S&P 500

$17,545

MeasureSCAPIVV

Fee2.20%0.03%

Cost on $10k a year$220$3

Yield8.31%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y18.1%13.8%

3–1measures won
IVV first

0.3%

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SCAP, IVV, SPYM, SCHD

Today

99.9%most shared, IVV and SPYM

SCAPIVVSPYMSCHD

SCAP—0.3%0.3%2.5%

IVV0.3%—99.9%8.6%

SPYM0.3%99.9%—8.6%

SCHD2.5%8.6%8.6%—

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

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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