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SCAP vs IJS

Infrastructure Capital Small Cap Income ETF vs iShares S&P Small-Cap 600 Value ETF

SCAP

Infrastructure Capital Small Cap Income ETF

Annual cost

2.20%

Fund size

$20M

IJS

iShares S&P Small-Cap 600 Value ETF

Annual cost

0.18%

Fund size

$7.9B

Key differences

  • IJS costs 2.02% less per year.
  • IJS is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
  • SCAP covers global markets; IJS covers north america.
  • SCAP follows a active selection strategy; IJS uses index tracking.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCAPIJS
Annual cost (TER)2.20%0.18%
Fund size (AUM)$20M$7.9B
Since20232000
Dividend yield6.96%1.31%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.6%+41.4%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.61
Volatility 1Y16.10%18.48%
Max drawdown-24.13%-47.68%

Similar to SCAP and IJS