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SCAP vs ISCV
Infrastructure Capital Small Cap Income ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
- ISCV costs 2.14% less per year.
- ISCV is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
- SCAP covers global markets; ISCV covers north america.
- SCAP follows a active selection strategy; ISCV uses index tracking.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCAP | ISCV | |
|---|---|---|
| Annual cost (TER) | 2.20% | 0.06% |
| Fund size (AUM) | $20M | $651M |
| Since | 2023 | 2004 |
| Dividend yield | 6.96% | 1.90% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.6% | +31.1% |
| CAGR 3Y | N/A | +16.9% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 16.10% | 16.50% |
| Max drawdown | -24.13% | -51.56% |
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