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SCAP vs. VIOV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SCAP vs. VIOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Infracap Small Cap Income ETF (SCAP) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). The values are adjusted to include any dividend payments, if applicable.

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SCAP vs. VIOV - Yearly Performance Comparison


2026 (YTD)202520242023
SCAP
Infracap Small Cap Income ETF
-1.52%11.85%16.39%6.21%
VIOV
Vanguard S&P Small-Cap 600 Value ETF
4.51%6.63%7.44%8.04%

Returns By Period

In the year-to-date period, SCAP achieves a -1.52% return, which is significantly lower than VIOV's 4.51% return.


SCAP

1D
2.80%
1M
-5.70%
YTD
-1.52%
6M
2.49%
1Y
15.09%
3Y*
5Y*
10Y*

VIOV

1D
2.29%
1M
-3.16%
YTD
4.51%
6M
7.88%
1Y
23.53%
3Y*
10.24%
5Y*
4.95%
10Y*
9.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SCAP vs. VIOV - Expense Ratio Comparison

SCAP has a 0.80% expense ratio, which is higher than VIOV's 0.10% expense ratio.


Return for Risk

SCAP vs. VIOV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCAP
SCAP Risk / Return Rank: 3939
Overall Rank
SCAP Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
SCAP Sortino Ratio Rank: 3838
Sortino Ratio Rank
SCAP Omega Ratio Rank: 3939
Omega Ratio Rank
SCAP Calmar Ratio Rank: 3939
Calmar Ratio Rank
SCAP Martin Ratio Rank: 3737
Martin Ratio Rank

VIOV
VIOV Risk / Return Rank: 6262
Overall Rank
VIOV Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VIOV Sortino Ratio Rank: 6363
Sortino Ratio Rank
VIOV Omega Ratio Rank: 5757
Omega Ratio Rank
VIOV Calmar Ratio Rank: 6565
Calmar Ratio Rank
VIOV Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCAP vs. VIOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Infracap Small Cap Income ETF (SCAP) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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.


SCAPVIOVDifference

Sharpe ratio

Return per unit of total volatility

0.74

1.00

-0.26

Sortino ratio

Return per unit of downside risk

1.07

1.52

-0.45

Omega ratio

Gain probability vs. loss probability

1.16

1.20

-0.04

Calmar ratio

Return relative to maximum drawdown

1.00

1.55

-0.55

Martin ratio

Return relative to average drawdown

3.44

5.79

-2.36

SCAP vs. VIOV - Sharpe Ratio Comparison

The current SCAP Sharpe Ratio is 0.74, which is comparable to the VIOV Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of SCAP and VIOV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SCAPVIOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

1.00

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.50

+0.26

Correlation

The correlation between SCAP and VIOV is 0.90, 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.


Dividends

SCAP vs. VIOV - Dividend Comparison

SCAP's dividend yield for the trailing twelve months is around 7.38%, more than VIOV's 1.76% yield.


TTM20252024202320222021202020192018201720162015
SCAP
Infracap Small Cap Income ETF
7.38%6.71%6.89%0.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIOV
Vanguard S&P Small-Cap 600 Value ETF
1.76%1.69%1.78%2.18%1.81%1.59%1.42%1.60%1.76%1.43%1.17%1.32%

Drawdowns

SCAP vs. VIOV - Drawdown Comparison

The maximum SCAP drawdown since its inception was -24.13%, smaller than the maximum VIOV drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for SCAP and VIOV.


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Drawdown Indicators


SCAPVIOVDifference

Max Drawdown

Largest peak-to-trough decline

-24.13%

-47.36%

+23.23%

Max Drawdown (1Y)

Largest decline over 1 year

-15.38%

-15.50%

+0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-28.44%

Max Drawdown (10Y)

Largest decline over 10 years

-47.36%

Current Drawdown

Current decline from peak

-8.90%

-6.21%

-2.69%

Average Drawdown

Average peak-to-trough decline

-4.40%

-7.45%

+3.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

4.14%

+0.33%

Volatility

SCAP vs. VIOV - Volatility Comparison

Infracap Small Cap Income ETF (SCAP) has a higher volatility of 6.06% compared to Vanguard S&P Small-Cap 600 Value ETF (VIOV) at 5.42%. This indicates that SCAP's price experiences larger fluctuations and is considered to be riskier than VIOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCAPVIOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.06%

5.42%

+0.64%

Volatility (6M)

Calculated over the trailing 6-month period

12.46%

13.56%

-1.10%

Volatility (1Y)

Calculated over the trailing 1-year period

20.48%

23.66%

-3.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.90%

22.11%

-3.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.90%

23.90%

-5.00%