SCAP vs VYM

ASCAP

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VYM · $4 on $10k

Most income8.65%SCAP · $865 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.0%SCAP and VYM

SCAP

VYM

Infrastructure Capital Small Cap Income ETF · $18MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

2.20%Expense ratio$220 · $4 on $10k · lower wins0.04%

8.65%12-mo yield$865 · $231 on $10k2.31%

−13.9%Worst dropSmaller wins−6.7%

17.7%VolatilityLower wins10.6%

1–3VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCAP · VYM

2.5%LMT0.4%

2.2%APO0.2%

0.8%DTM0.1%

3.6%HII0.0%

Held in common1.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$18M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$18M

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 VYM

SCAP

Infrastructure Capital Small Cap Income

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureSCAPVYM

Fee2.20%0.04%

Cost on $10k a year$220$4

Yield8.65%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−13.9%−6.7%

Volatility · 1Y17.7%10.6%

3–1measures won
VYM first

1.0%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCAP, VYM, VIG

Today

60.6%most shared, VYM and VIG

SCAPVYMVIG

SCAP—1.0%0.7%

VYM1.0%—60.6%

VIG0.7%60.6%—

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

VYM$231 − $4 = $227

VIG$150 − $4 = $146

KeptFee

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