Correlation
The correlation between SCAP and AVUV is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
SCAP vs. AVUV
Compare and contrast key facts about Infracap Small Cap Income ETF (SCAP) and Avantis U.S. Small Cap Value ETF (AVUV).
SCAP and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCAP is an actively managed fund by InfraCap. It was launched on Dec 11, 2023. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCAP or AVUV.
Performance
SCAP vs. AVUV - Performance Comparison
Loading data...
Key characteristics
SCAP:
0.20
AVUV:
-0.09
SCAP:
0.40
AVUV:
0.05
SCAP:
1.06
AVUV:
1.01
SCAP:
0.17
AVUV:
-0.08
SCAP:
0.51
AVUV:
-0.22
SCAP:
8.17%
AVUV:
10.94%
SCAP:
22.16%
AVUV:
25.73%
SCAP:
-24.13%
AVUV:
-49.42%
SCAP:
-12.10%
AVUV:
-16.51%
Returns By Period
In the year-to-date period, SCAP achieves a -4.56% return, which is significantly higher than AVUV's -8.36% return.
SCAP
-4.56%
4.23%
-11.73%
3.04%
N/A
N/A
N/A
AVUV
-8.36%
5.70%
-15.78%
-3.67%
5.82%
19.44%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCAP vs. AVUV - Expense Ratio Comparison
SCAP has a 0.80% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
SCAP vs. AVUV — Risk-Adjusted Performance Rank
SCAP
AVUV
SCAP vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Infracap Small Cap Income ETF (SCAP) and Avantis U.S. Small Cap Value ETF (AVUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
SCAP vs. AVUV - Dividend Comparison
SCAP's dividend yield for the trailing twelve months is around 7.71%, more than AVUV's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SCAP Infracap Small Cap Income ETF | 7.71% | 6.89% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.80% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
SCAP vs. AVUV - Drawdown Comparison
The maximum SCAP drawdown since its inception was -24.13%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SCAP and AVUV.
Loading data...
Volatility
SCAP vs. AVUV - Volatility Comparison
The current volatility for Infracap Small Cap Income ETF (SCAP) is 5.62%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.84%. This indicates that SCAP experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...