SCAP vs SPYM

ASCAP

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income8.23%SCAP · $823 on $10k

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

Held in common0.6%SCAP and SPYM

SCAP

SPYM

Infrastructure Capital Small Cap Income ETF · $18MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

2.20%Expense ratio$220 · $2 on $10k · lower wins0.02%

8.23%12-mo yield$823 · $101 on $10k1.01%

−12.3%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins12.8%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCAP · SPYM

2.4%MRVL0.2%

2.6%LMT0.2%

2.1%APO0.1%

2.6%GDDY0.0%

Held in common0.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.23%	0.0%	+5.0%	+11.0%	new	new	−12.3%	$18M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.23%	0.0%	+5.0%	+11.0%	new	new	−12.3%	$18M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCAP vs SPYM

SCAP

Infrastructure Capital Small Cap Income

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureSCAPSPYM

Fee2.20%0.02%

Cost on $10k a year$220$2

Yield8.23%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y17.0%12.8%

3–1measures won
SPYM first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SCAP, SPYM

Today

0.6%most shared, SCAP and SPYM

SCAPSPYM

SCAP—0.6%

SPYM0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$603most kept, SCAP

SCAP$823 − $220 = $603

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee