SCAP vs SCHD

ASCAP

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI · SCHD $16,459

Lowest cost0.03%VTI · $3 on $10k

Most income8.31%SCAP · $831 on $10k

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

Held in common2.5%SCAP and SCHD

SCAP

SCHD

Infrastructure Capital Small Cap Income ETF · $17MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

2.20%Expense ratio$220 · $6 on $10k · lower wins0.06%

8.31%12-mo yield$831 · $296 on $10k2.96%

−13.9%Worst dropSmaller wins−6.9%

18.1%VolatilityLower wins11.8%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCAP · SCHD

2.4%LMT2.8%

1.0%WU0.1%

Held in common2.5%

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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 SCHD

SCAP

Infrastructure Capital Small Cap Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSCAPSCHD

Fee2.20%0.06%

Cost on $10k a year$220$6

Yield8.31%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y18.1%11.8%

3–1measures won
SCHD first

2.5%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: SCAP, SCHD, VTI

Today

7.1%most shared, SCHD and VTI

SCAPSCHDVTI

SCAP—2.5%0.6%

SCHD2.5%—7.1%

VTI0.6%7.1%—

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

VTI$106 − $3 = $103

KeptFee

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