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FIAX vs ICAP

Nicholas Fixed Income Alternative ETF vs Infrastructure Capital Equity Income Fund ETF

FIAX

Nicholas Fixed Income Alternative ETF

Annual cost

0.97%

Fund size

$133M

ICAP

Infrastructure Capital Equity Income Fund ETF

Annual cost

2.47%

Fund size

$109M

Key differences

FIAX is a fixed income ETF, while ICAP is an alternative ETF. FIAX charges 0.97% a year and ICAP 2.47%.

  • FIAX is a fixed income fund, while ICAP is an alternative fund. They carry different risk/return profiles.
  • FIAX costs 1.50% less per year.
  • Over the last three years, ICAP has delivered higher annualized returns.

Side-by-side comparison

FIAXICAP
Annual cost (TER)0.97%2.47%
Fund size (AUM)$133M$109M
Since20222021
Dividend yield8.16%9.51%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+4.8%+22.9%
CAGR 3Y+3.5%+16.7%
CAGR 5YN/AN/A
Sharpe 3Y0.000.83
Volatility 1Y4.12%13.45%
Max drawdown-6.26%-24.20%

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

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