VIG vs SCAP

AVIG

BSCAP

Measures won3–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income8.31%SCAP · $831 on $10k

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

Held in common0.7%VIG and SCAP

VIG

SCAP

Vanguard Dividend Appreciation ETF · $109BInfrastructure Capital Small Cap Income ETF · $17M

+18.8%3 years · per year$16,775 · […][…]

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $220 on $10k · lower wins2.20%

1.46%12-mo yield$146 · $831 on $10k8.31%

−7.9%Worst dropSmaller wins−13.9%

11.0%VolatilityLower wins18.1%

3–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SCAP

0.5%LMT2.4%

0.1%DTM0.8%

0.0%HII3.6%

0.0%SOLS0.1%

Held in common0.7%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCAP	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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCAP	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

VIG vs SCAP

VIG

Vanguard Dividend Appreciation

$16,638

SCAP

Infrastructure Capital Small Cap Income

[…]

MeasureVIGSCAP

Fee0.04%2.20%

Cost on $10k a year$4$220

Yield1.46%8.31%

5 years, per year+10.7%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−7.9%−13.9%

Volatility · 1Y11.0%18.1%

3–1measures won
VIG first

0.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: VIG, SCAP, VYM

Today

60.6%most shared, VIG and VYM

VIGSCAPVYM

VIG—0.7%60.6%

SCAP0.7%—1.0%

VYM60.6%1.0%—

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

VYM$226 − $4 = $222

VIG$146 − $4 = $142

KeptFee

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