SCAP vs VOO
Infrastructure Capital Small Cap Income ETF vs Vanguard S&P 500 ETF
Which is better, SCAP or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO 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 | SCAP | VOO |
|---|---|---|
| Expense Ratio | 2.20% | 0.03%Best |
| AUM | $20M | $997.4B |
| Dividend Yield | 7.99% | 1.04% |
| Holdings | 106 | 509 |
| YTD Return | +8.26% | +14.14%Best |
| 1Y Return | +12.94% | +17.31%Best |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 15.2% | 11.8%Best |
| Max Drawdown | -24.1% | -18.7%Best |
| $10,000 over 2.8 years | $15,237 | $17,382Best |
| Fund Family | Infrastructure Capital Advisors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Dec 11, 2023 | Sep 7, 2010 |
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).
SCAP vs VOO 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.
SCAP vs VOO Performance
Infrastructure Capital Small Cap Income ETF (SCAP) is an ETF from Infrastructure Capital Advisors, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCAP returned +12.94% while VOO returned +17.31%. Year to date, SCAP is up 8.26% versus a gain of 14.14% for VOO.
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 VOO. 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 -24.1% for SCAP and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
SCAP charges 2.20% per year while VOO charges 0.03%. On a $10,000 position that is $220 vs $3 annually, a gap of $217 per year that compounds over a long holding period. On income, SCAP currently yields 7.99% against 1.04% for VOO.
Holdings Overlap
At least 0.6% of VOO'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 73 positions we hold weights for in SCAP and 494 in VOO, against full books of 106 and 509.
Top Shared Holdings
| Stock | Weight in SCAP | Weight in VOO | Difference |
|---|---|---|---|
| MRVLMarvell Technology Group Ltd. | 3.15% | 0.26% | 2.89% |
| HIIHuntington Ingalls Industries Inc. | 3.09% | 0.02% | 3.07% |
| WYNNWynn Resorts Ltd. | 2.75% | 0.01% | 2.74% |
| GDDYGodaddy Inc. Class A | 2.30% | 0.02% | 2.28% |
| APOAthene (Ath) / Apollo Global Management (Apo) | 2.23% | 0.09% | 2.14% |
| LMTLockheed Martin Corp | 1.43% | 0.18% | 1.25% |
| GNRCGenerac Holdings, Inc. | 1.46% | 0.02% | 1.44% |
You are not choosing between two funds in isolation.
Whichever of SCAP and VOO 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, SCAP or VOO?
SCAP has an expense ratio of 2.20% while VOO charges 0.03%. VOO is the cheaper option, by $217 a year on a $10,000 investment.
Which performed better, SCAP or VOO?
Over the past year SCAP returned +12.94% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCAP or VOO?
SCAP has been the more volatile fund at 15.2% annualized versus 11.8% for VOO. Worst drawdown: SCAP -24.1% vs VOO -18.7%.
Should I hold both SCAP and VOO?
SCAP and VOO have a monthly-return correlation of 0.76, 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, SCAP or VOO?
SCAP yields 7.99% while VOO yields 1.04%, so SCAP currently pays the higher dividend yield.
Is VOO better than SCAP?
VOO has a lower expense ratio. VOO 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.