SCHD vs ICAP

ASCHD

BICAP

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.07%ICAP · $1,207 on $10k

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

Held in common7.4%SCHD and ICAP

SCHD

ICAP

Schwab U.S. Dividend Equity ETF · $120BInfrastructure Capital Equity Income Fund ETF · $110M

+20.0%3 years · per year$17,266 · $15,398+15.5%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $247 on $10k · lower wins2.47%

3.00%12-mo yield$300 · $1,207 on $10k12.07%

−6.9%Worst dropSmaller wins−15.7%

11.7%VolatilityLower wins16.3%

4–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · ICAP

3.8%MRK2.1%

2.8%LMT1.7%

2.1%BX1.5%

4.0%PEP0.9%

Held in common7.4%

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M

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

SCHD vs ICAP

SCHD

Schwab U.S. Dividend Equity

$16,267

ICAP

Infrastructure Capital Equity Income Fund

[…]

MeasureSCHDICAP

Fee0.06%2.47%

Cost on $10k a year$6$247

Yield3.00%12.07%

5 years, per year+10.2%[…]

3 years, per year+20.0%+15.5%

Worst drop · 1Y−6.9%−15.7%

Volatility · 1Y11.7%16.3%

4–1measures won
SCHD first

7.4%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, ICAP

Today

7.4%most shared, SCHD and ICAP

SCHDICAP

SCHD—7.4%

ICAP7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$960most kept, ICAP

ICAP$1,207 − $247 = $960

SCHD$300 − $6 = $294

KeptFee

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