Screener
DIVY vs ICAP
Sound Equity Income ETF vs Infrastructure Capital Equity Income Fund ETF
Key differences
DIVY is an equity ETF, while ICAP is an alternative ETF. DIVY charges 0.45% a year and ICAP 2.47%.
- DIVY is an equity fund, while ICAP is an alternative fund. They carry different risk/return profiles.
- DIVY follows a active selection strategy; ICAP uses option income.
- DIVY costs 2.02% less per year.
- ICAP is much larger than DIVY. 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
| DIVY | ICAP | |
|---|---|---|
| Annual cost (TER) | 0.45% | 2.47% |
| Fund size (AUM) | $28M | $109M |
| Since | 2020 | 2021 |
| Dividend yield | 3.10% | 9.51% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +18.5% | +21.0% |
| CAGR 3Y | +9.7% | +17.3% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.86 |
| Volatility 1Y | 13.03% | 13.38% |
| Max drawdown | -18.23% | -24.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.