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SCAP vs IJR

Infrastructure Capital Small Cap Income ETF vs iShares Core S&P Small-Cap ETF

SCAP

Infrastructure Capital Small Cap Income ETF

Annual cost

2.20%

Fund size

$20M

IJR

iShares Core S&P Small-Cap ETF

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 2.14% less per year.
  • IJR is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
  • SCAP covers global markets; IJR covers north america.
  • SCAP follows a active selection strategy; IJR uses index tracking.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCAPIJR
Annual cost (TER)2.20%0.06%
Fund size (AUM)$20M$102.6B
Since20232000
Dividend yield6.96%1.16%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.6%+36.1%
CAGR 3YN/A+16.0%
CAGR 5YN/A+6.6%
Sharpe 3YN/A0.65
Volatility 1Y16.10%17.70%
Max drawdown-24.13%-44.36%

Similar to SCAP and IJR