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ICAP vs PEPS

Infrastructure Capital Equity Income Fund ETF vs Parametric Equity Plus ETF

ICAP

Infrastructure Capital Equity Income Fund ETF

Annual cost

2.47%

Fund size

$109M

PEPS

Parametric Equity Plus ETF

Annual cost

0.10%

Fund size

$28M

Key differences

Both ICAP and PEPS are alternative ETFs. ICAP charges 2.47% a year and PEPS 0.10%. The main difference: PEPS costs 2.37% less per year.

  • PEPS costs 2.37% less per year.
  • ICAP is much larger than PEPS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ICAPPEPS
Annual cost (TER)2.47%0.10%
Fund size (AUM)$109M$28M
Since20212024
Dividend yield9.51%0.88%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.0%+24.6%
CAGR 3Y+17.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.86N/A
Volatility 1Y13.38%13.49%
Max drawdown-24.20%-9.79%

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

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