SCAP vs IVV

ASCAP

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income8.66%SCAP · $866 on $10k

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

Held in common0.5%SCAP and IVV

SCAP

IVV

Infrastructure Capital Small Cap Income ETF · $18MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

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

8.66%12-mo yield$866 · $114 on $10k1.14%

−13.9%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCAP · IVV

2.2%MRVL0.2%

2.4%LMT0.2%

2.2%APO0.1%

2.7%GDDY0.0%

Held in common0.5%

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 Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M

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 IVV

SCAP

Infrastructure Capital Small Cap Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureSCAPIVV

Fee2.20%0.03%

Cost on $10k a year$220$3

Yield8.66%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y17.8%13.6%

3–1measures won
IVV first

0.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: SCAP, IVV, VTI

Today

86.5%most shared, IVV and VTI

SCAPIVVVTI

SCAP—0.5%0.9%

IVV0.5%—86.5%

VTI0.9%86.5%—

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

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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