SCAP vs VOO
Infrastructure Capital Small Cap Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SCAP delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SCAP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 2.20% | 0.03% | |
| AUM | $20M | $979.0B | |
| Dividend Yield | 7.58% | 1.09% | |
| Holdings | 85 | 509 | |
| YTD Return | +11.96% | +13.44% | |
| 1Y Return | +25.50% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 15.4% | 14.1% | |
| Max Drawdown | -24.1% | -34.3% | |
| Fund Family | Infrastructure Capital Advisors, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2023 | Sep 7, 2010 |
SCAP vs VOO Performance
Infrastructure Capital Small Cap Income ETF (SCAP) is a ETF from Infrastructure Capital Advisors, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCAP returned +25.50% while VOO returned +22.62%. Year to date, SCAP is up 11.96% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
SCAP has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.1% 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 -34.3% for VOO. 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
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 7.58% against 1.09% for VOO.
Holdings Overlap
SCAP and VOO share 5 holdings out of 566 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $217 per year of difference.
Which performed better, SCAP or VOO?
Over the past year SCAP returned +25.50% vs +22.62% for VOO, so SCAP leads on 1-year performance. Over the longest common window we track (3 years), SCAP annualized +18.47% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SCAP or VOO?
SCAP has been the more volatile fund at 15.4% annualized versus 14.1% for VOO. Worst drawdown: SCAP -24.1% vs VOO -34.3%.
Should I hold both SCAP and VOO?
SCAP and VOO 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 SCAP and VOO?
SCAP and VOO share 5 common holdings with a 0.3% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, SCAP or VOO?
SCAP yields 7.58% while VOO yields 1.09%, so SCAP currently pays the higher dividend yield.
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