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SCAP vs SSPY

Infrastructure Capital Small Cap Income ETF vs Stratified LargeCap Index ETF

SCAP

Infrastructure Capital Small Cap Income ETF

Annual cost

2.20%

Fund size

$20M

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both SCAP and SSPY are equity ETFs. SCAP charges 2.20% a year and SSPY 0.45%. The main difference: SCAP follows a active selection strategy; SSPY uses index tracking.

  • SCAP follows a active selection strategy; SSPY uses index tracking.
  • SSPY costs 1.75% less per year.
  • SSPY is much larger than SCAP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SCAPSSPY
Annual cost (TER)2.20%0.45%
Fund size (AUM)$20M$125M
Since20232019
Dividend yield6.94%1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.7%+21.3%
CAGR 3YN/A+14.9%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.84
Volatility 1Y16.44%10.78%
Max drawdown-24.13%-36.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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