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ICAPInfrastructure Capital Equity Income Fund ETF

Get income4y track recordRanked #1,290 of 1,650 in this goal

Seeks to maximize income and pursue total return opportunities.

By InfraCap · Launched 2021

Annual Cost

2.47%

#5,812 of 5,853 · expensive

Fund Size

$114M

#2,863 of 5,853 · mid-size

Dividend YieldGoal

9.90%

Track Record

4 years

#2,516 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,826+18.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 10 holdings = 42.5% of fundmoderately concentrated

Amazon.com Inc
5.4%
Global Net Lease Inc
5.0%
Citizens Financial Group Inc
4.5%
Marvell Technology Inc
4.4%
Toll Brothers Inc
4.3%
Lennar Corp
4.0%
NextEra Energy Inc
3.9%
Philip Morris International In
3.9%
Freeport-McMoRan Inc
3.7%
Goldman Sachs Group Inc/The
3.4%

Asset allocation

Stocks
109.7%
Preferred
19.6%
Cash
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.5%Moderate

Year-on-year price swings

Max drawdown
-24.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.05Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize income and pursue total return opportunities.
Strategy
Actively manages a portfolio primarily invested in equity securities of companies that pay dividends, focusing on U.S. companies but also including foreign and emerging market securities. The strategy aims for high yield and total return, with investments across any market capitalization and sectors like Utilities and REITs.
Inception date
December 28, 2021
Fund family
InfraCap

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-02