ICAP vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricICAPVXUSWinner
Expense Ratio2.47%0.05%
AUM$118M$156.5B
Dividend Yield10.77%2.60%
Holdings1758,747
YTD Return+10.28%+14.57%
1Y Return+21.14%+27.82%
3Y Return (annualized)+17.16%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)19.5%15.1%
Max Drawdown-24.2%-39.9%
Fund FamilyInfrastructure Capital Advisors, LLCVanguard (US)
CategoryEquityEquity
InceptionDec 28, 2021Jan 26, 2011

ICAP vs VXUS Performance

Infrastructure Capital Equity Income ETF (ICAP) is a ETF from Infrastructure Capital Advisors, LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ICAP returned +21.14% while VXUS returned +27.82%. Year to date, ICAP is up 10.28% versus a gain of 14.57% for VXUS.

Over three years, ICAP compounded at +17.16% per year against +19.27% for VXUS. Across the full 5-year window we track, ICAP has the edge at +8.58% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ICAP has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -24.2% for ICAP and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ICAP charges 2.47% per year while VXUS charges 0.05%. On a $10,000 position that is $247 vs $5 annually, a gap of $242 per year that compounds over a long holding period. On income, ICAP currently yields 10.77% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

ICAP and VXUS share 1 holdings out of 7945 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ICAPWeight in VXUSDifference
ORCL2.52%0.00%2.52%

Frequently Asked Questions

Which is cheaper, ICAP or VXUS?

ICAP has an expense ratio of 2.47% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $242 per year of difference.

Which performed better, ICAP or VXUS?

Over the past year ICAP returned +21.14% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), ICAP annualized +8.58% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, ICAP or VXUS?

ICAP has been the more volatile fund at 19.5% annualized versus 15.1% for VXUS. Worst drawdown: ICAP -24.2% vs VXUS -39.9%.

Should I hold both ICAP and VXUS?

ICAP and VXUS have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ICAP and VXUS?

ICAP and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7945 unique securities.

Which pays a higher dividend, ICAP or VXUS?

ICAP yields 10.77% while VXUS yields 2.60%, so ICAP currently pays the higher dividend yield.

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