SCAP vs. IWM
Compare and contrast key facts about Infracap Small Cap Income ETF (SCAP) and iShares Russell 2000 ETF (IWM).
SCAP and IWM 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. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCAP or IWM.
Correlation
The correlation between SCAP and IWM is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SCAP vs. IWM - Performance Comparison
Key characteristics
SCAP:
1.25
IWM:
0.78
SCAP:
1.82
IWM:
1.23
SCAP:
1.23
IWM:
1.15
SCAP:
2.19
IWM:
0.87
SCAP:
5.82
IWM:
3.44
SCAP:
3.74%
IWM:
4.48%
SCAP:
17.32%
IWM:
19.69%
SCAP:
-9.92%
IWM:
-59.05%
SCAP:
-3.59%
IWM:
-5.99%
Returns By Period
In the year-to-date period, SCAP achieves a 4.68% return, which is significantly higher than IWM's 2.83% return.
SCAP
4.68%
0.98%
8.69%
19.71%
N/A
N/A
IWM
2.83%
0.78%
7.51%
14.00%
7.53%
7.83%
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. IWM - Expense Ratio Comparison
SCAP has a 0.80% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
SCAP vs. IWM — Risk-Adjusted Performance Rank
SCAP
IWM
SCAP vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Infracap Small Cap Income ETF (SCAP) and iShares Russell 2000 ETF (IWM). 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.
Dividends
SCAP vs. IWM - Dividend Comparison
SCAP's dividend yield for the trailing twelve months is around 6.66%, more than IWM's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCAP Infracap Small Cap Income ETF | 6.66% | 6.89% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.11% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
SCAP vs. IWM - Drawdown Comparison
The maximum SCAP drawdown since its inception was -9.92%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SCAP and IWM. For additional features, visit the drawdowns tool.
Volatility
SCAP vs. IWM - Volatility Comparison
The current volatility for Infracap Small Cap Income ETF (SCAP) is 3.83%, while iShares Russell 2000 ETF (IWM) has a volatility of 4.12%. This indicates that SCAP experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.