Screener
SCAP vs PY
Infrastructure Capital Small Cap Income ETF vs Principal Value ETF
Key differences
- PY costs 2.05% less per year.
- PY is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
- SCAP covers global markets; PY covers north america.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCAP | PY | |
|---|---|---|
| Annual cost (TER) | 2.20% | 0.15% |
| Fund size (AUM) | $20M | $212M |
| Since | 2023 | 2016 |
| Dividend yield | 6.96% | 2.15% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.6% | +17.5% |
| CAGR 3Y | N/A | +13.5% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 16.10% | 10.72% |
| Max drawdown | -24.13% | -45.44% |
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