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ICAP vs CGUI

Infrastructure Capital Equity Income Fund ETF vs Capital Group Ultra Short Income ETF

ICAP

Infrastructure Capital Equity Income Fund ETF

InfraCap

Annual cost

2.47%

Fund size

$100M

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

Key differences

  • CGUI costs 2.29% less per year.
  • ICAP is classified as alternative, while CGUI is fixed income — different risk/return profiles.
  • ICAP follows a option income strategy; CGUI uses index tracking.

Side-by-side comparison

ICAPCGUI
Annual cost (TER)2.47%0.18%
Fund size (AUM)$100M$246M
Since20212024
Dividend yield9.34%3.95%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+28.6%+4.5%
CAGR 3Y+18.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.93N/A
Volatility 1Y13.08%0.74%
Max drawdown-24.20%-0.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ICAP and CGUI