SCAP vs. XMHQ
Compare and contrast key facts about Infracap Small Cap Income ETF (SCAP) and Invesco S&P MidCap Quality ETF (XMHQ).
SCAP and XMHQ 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. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCAP or XMHQ.
Correlation
The correlation between SCAP and XMHQ is 0.85, 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. XMHQ - Performance Comparison
Key characteristics
SCAP:
1.07
XMHQ:
0.31
SCAP:
1.58
XMHQ:
0.57
SCAP:
1.20
XMHQ:
1.07
SCAP:
1.87
XMHQ:
0.54
SCAP:
4.93
XMHQ:
1.04
SCAP:
3.76%
XMHQ:
5.34%
SCAP:
17.28%
XMHQ:
18.05%
SCAP:
-9.92%
XMHQ:
-58.19%
SCAP:
-4.56%
XMHQ:
-9.27%
Returns By Period
In the year-to-date period, SCAP achieves a 3.63% return, which is significantly higher than XMHQ's 0.56% return.
SCAP
3.63%
-2.12%
7.16%
19.87%
N/A
N/A
XMHQ
0.56%
-4.73%
-0.40%
6.55%
14.93%
11.12%
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SCAP vs. XMHQ - Expense Ratio Comparison
SCAP has a 0.80% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
SCAP vs. XMHQ — Risk-Adjusted Performance Rank
SCAP
XMHQ
SCAP vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Infracap Small Cap Income ETF (SCAP) and Invesco S&P MidCap Quality ETF (XMHQ). 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. XMHQ - Dividend Comparison
SCAP's dividend yield for the trailing twelve months is around 6.73%, more than XMHQ's 5.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCAP Infracap Small Cap Income ETF | 6.73% | 6.89% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.17% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
SCAP vs. XMHQ - Drawdown Comparison
The maximum SCAP drawdown since its inception was -9.92%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for SCAP and XMHQ. For additional features, visit the drawdowns tool.
Volatility
SCAP vs. XMHQ - Volatility Comparison
The current volatility for Infracap Small Cap Income ETF (SCAP) is 3.17%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.27%. This indicates that SCAP experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.