SCAP vs. VALQ
Compare and contrast key facts about Infracap Small Cap Income ETF (SCAP) and American Century STOXX U.S. Quality Value ETF (VALQ).
SCAP and VALQ 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. VALQ is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Value. It was launched on Jan 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCAP or VALQ.
Correlation
The correlation between SCAP and VALQ is 0.83, 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. VALQ - Performance Comparison
Key characteristics
SCAP:
1.07
VALQ:
1.80
SCAP:
1.58
VALQ:
2.51
SCAP:
1.20
VALQ:
1.31
SCAP:
1.87
VALQ:
2.91
SCAP:
4.93
VALQ:
7.45
SCAP:
3.76%
VALQ:
2.58%
SCAP:
17.28%
VALQ:
10.73%
SCAP:
-9.92%
VALQ:
-38.19%
SCAP:
-4.56%
VALQ:
-0.37%
Returns By Period
In the year-to-date period, SCAP achieves a 3.63% return, which is significantly lower than VALQ's 5.13% return.
SCAP
3.63%
-2.12%
7.16%
19.87%
N/A
N/A
VALQ
5.13%
1.98%
8.60%
19.06%
10.45%
N/A
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SCAP vs. VALQ - Expense Ratio Comparison
SCAP has a 0.80% expense ratio, which is higher than VALQ's 0.29% expense ratio.
Risk-Adjusted Performance
SCAP vs. VALQ — Risk-Adjusted Performance Rank
SCAP
VALQ
SCAP vs. VALQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Infracap Small Cap Income ETF (SCAP) and American Century STOXX U.S. Quality Value ETF (VALQ). 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. VALQ - Dividend Comparison
SCAP's dividend yield for the trailing twelve months is around 6.73%, more than VALQ's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SCAP Infracap Small Cap Income ETF | 6.73% | 6.89% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VALQ American Century STOXX U.S. Quality Value ETF | 1.51% | 1.58% | 1.76% | 2.71% | 1.58% | 2.08% | 2.31% | 2.37% |
Drawdowns
SCAP vs. VALQ - Drawdown Comparison
The maximum SCAP drawdown since its inception was -9.92%, smaller than the maximum VALQ drawdown of -38.19%. Use the drawdown chart below to compare losses from any high point for SCAP and VALQ. For additional features, visit the drawdowns tool.
Volatility
SCAP vs. VALQ - Volatility Comparison
Infracap Small Cap Income ETF (SCAP) has a higher volatility of 3.17% compared to American Century STOXX U.S. Quality Value ETF (VALQ) at 2.10%. This indicates that SCAP's price experiences larger fluctuations and is considered to be riskier than VALQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.