IVV vs SCAP
iShares Core S&P 500 ETF vs Infrastructure Capital Small Cap Income ETF
Which is better, IVV or SCAP?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SCAP |
|---|---|---|
| Expense Ratio | 0.03%Best | 2.20% |
| AUM | $876.4B | $20M |
| Dividend Yield | 1.06% | 7.99% |
| Holdings | 508 | 106 |
| YTD Return | +14.14%Best | +8.26% |
| 1Y Return | +17.30%Best | +12.94% |
| 3Y Return (annualized) | +23.04% | - |
| 5Y Return (annualized) | +13.63% | - |
| Volatility (annualized) | 11.8%Best | 15.2% |
| Max Drawdown | -18.8%Best | -24.1% |
| $10,000 over 2.8 years | $17,382Best | $15,237 |
| Fund Family | iShares by BlackRock (US) | Infrastructure Capital Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Dec 11, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 12, 2023 to Sep 22, 2026 (2.8 years).
IVV vs SCAP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.
IVV vs SCAP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Infrastructure Capital Small Cap Income ETF (SCAP) is an ETF from Infrastructure Capital Advisors, LLC. Over the past year IVV returned +17.30% while SCAP returned +12.94%. Year to date, IVV is up 14.14% versus a gain of 8.26% for SCAP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCAP has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 11.8% for IVV. 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 -18.8% for IVV and -24.1% for SCAP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SCAP charges 2.20%. On a $10,000 position that is $3 vs $220 annually, a gap of $217 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.99% for SCAP.
Holdings Overlap
At least 0.6% of IVV's money is in holdings SCAP also owns.
Only one direction is shown: for SCAP, our book for it lists positions totalling 119.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
We cannot see either book well enough to say how much of this pair is duplicated.
7 positions in common, counted across the 490 positions we hold weights for in IVV and 73 in SCAP, against full books of 508 and 106.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SCAP | Difference |
|---|---|---|---|
| MRVLMarvell Technology Group Ltd. | 0.28% | 3.15% | 2.87% |
| HIIHuntington Ingalls Industries Inc. | 0.02% | 3.09% | 3.07% |
| WYNNWynn Resorts Ltd. | 0.01% | 2.75% | 2.74% |
| APOAthene (Ath) / Apollo Global Management (Apo) | 0.10% | 2.23% | 2.13% |
| GDDYGodaddy Inc. Class A | 0.02% | 2.30% | 2.28% |
| LMTLockheed Martin Corp | 0.17% | 1.43% | 1.26% |
| GNRCGenerac Holdings, Inc. | 0.02% | 1.46% | 1.44% |
You are not choosing between two funds in isolation.
Whichever of IVV and SCAP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SCAP?
IVV has an expense ratio of 0.03% while SCAP charges 2.20%. IVV is the cheaper option, by $217 a year on a $10,000 investment.
Which performed better, IVV or SCAP?
Over the past year IVV returned +17.30% vs +12.94% for SCAP, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SCAP?
SCAP has been the more volatile fund at 15.2% annualized versus 11.8% for IVV. Worst drawdown: IVV -18.8% vs SCAP -24.1%.
Should I hold both IVV and SCAP?
IVV and SCAP have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SCAP?
IVV yields 1.06% while SCAP yields 7.99%, so SCAP currently pays the higher dividend yield.
Is SCAP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.