Screener
SCAP vs FESM
Infrastructure Capital Small Cap Income ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
Both SCAP and FESM are equity ETFs. SCAP charges 2.20% a year and FESM 0.28%. The main difference: SCAP follows a active selection strategy; FESM uses index enhanced.
- SCAP follows a active selection strategy; FESM uses index enhanced.
- FESM costs 1.92% less per year.
- FESM is much larger than SCAP. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCAP | FESM | |
|---|---|---|
| Annual cost (TER) | 2.20% | 0.28% |
| Fund size (AUM) | $20M | $5.3B |
| Since | 2023 | 2007 |
| Dividend yield | 6.94% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +28.7% | +48.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 16.44% | 19.50% |
| Max drawdown | -24.13% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.