Screener
SCAP vs SVAL
Infrastructure Capital Small Cap Income ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 2.00% less per year.
- SVAL is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
- SCAP covers global markets; SVAL covers north america.
- SCAP follows a active selection strategy; SVAL uses index tracking.
Side-by-side comparison
| SCAP | SVAL | |
|---|---|---|
| Annual cost (TER) | 2.20% | 0.20% |
| Fund size (AUM) | $20M | $188M |
| Since | 2023 | 2020 |
| Dividend yield | 6.96% | 2.30% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.6% | +39.2% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 16.10% | 18.06% |
| Max drawdown | -24.13% | -27.44% |
Similar to SCAP and SVAL
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