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BUCK vs ICAP

Simplify Treasury Option Income ETF vs Infrastructure Capital Equity Income Fund ETF

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

ICAP

Infrastructure Capital Equity Income Fund ETF

Annual cost

2.47%

Fund size

$109M

Key differences

Both BUCK and ICAP are alternative ETFs. BUCK charges 0.35% a year and ICAP 2.47%. The main difference: BUCK costs 2.12% less per year.

  • BUCK costs 2.12% less per year.
  • BUCK is much larger than ICAP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ICAP has delivered higher annualized returns.

Side-by-side comparison

BUCKICAP
Annual cost (TER)0.35%2.47%
Fund size (AUM)$438M$109M
Since20222021
Dividend yield7.43%9.51%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+7.9%+21.0%
CAGR 3Y+5.3%+17.3%
CAGR 5YN/AN/A
Sharpe 3Y0.430.86
Volatility 1Y3.08%13.38%
Max drawdown-5.43%-24.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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