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WRTH vs ICAP

Worth Charting Options Income ETF vs Infrastructure Capital Equity Income Fund ETF

WRTH

Worth Charting Options Income ETF

Annual cost

1.02%

Fund size

$31M

ICAP

Infrastructure Capital Equity Income Fund ETF

Annual cost

2.47%

Fund size

$109M

Key differences

Both WRTH and ICAP are alternative ETFs. WRTH charges 1.02% a year and ICAP 2.47%. The main difference: WRTH costs 1.45% less per year.

  • WRTH costs 1.45% less per year.
  • ICAP is much larger than WRTH. Larger funds are usually more liquid and less likely to close.
  • ICAP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WRTHICAP
Annual cost (TER)1.02%2.47%
Fund size (AUM)$31M$109M
Since20262021
Dividend yield9.51%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+21.0%
CAGR 3YN/A+17.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y13.38%
Max drawdown-0.79%-24.20%

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

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