SCAP vs VYM
Infrastructure Capital Small Cap Income ETF vs Vanguard High Dividend Yield ETF
Which is better, SCAP or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 2.20% | 0.04%Best |
| AUM | $20M | $81.6B |
| Dividend Yield | 7.99% | 2.22% |
| Holdings | 106 | 613 |
| YTD Return | +8.26% | +10.96%Best |
| 1Y Return | +12.94% | +15.42%Best |
| 3Y Return (annualized) | - | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 15.2% | 10.4%Best |
| Max Drawdown | -24.1% | -14.5%Best |
| $10,000 over 2.8 years | $15,237 | $15,809Best |
| Fund Family | Infrastructure Capital Advisors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Dec 11, 2023 | Nov 10, 2006 |
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 VYM 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 VYM Performance
Infrastructure Capital Small Cap Income ETF (SCAP) is an ETF from Infrastructure Capital Advisors, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCAP returned +12.94% while VYM returned +15.42%. Year to date, SCAP is up 8.26% versus a gain of 10.96% for VYM.
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 10.4% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCAP charges 2.20% per year while VYM charges 0.04%. On a $10,000 position that is $220 vs $4 annually, a gap of $216 per year that compounds over a long holding period. On income, SCAP currently yields 7.99% against 2.22% for VYM.
Holdings Overlap
At least 1.2% of VYM'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.
VYM and SCAP share little of their money.
19 positions in common, counted across the 73 positions we hold weights for in SCAP and 557 in VYM, against full books of 106 and 613.
Top Shared Holdings
| Stock | Weight in SCAP | Weight in VYM | Difference |
|---|---|---|---|
| SMSm Energy Co | 3.97% | 0.03% | 3.94% |
| HIIHuntington Ingalls Industries Inc. | 3.09% | 0.05% | 3.04% |
| OTTROtter Tail Corp. | 3.08% | 0.01% | 3.07% |
| AVNTAvient Corp | 2.98% | 0.01% | 2.97% |
| PIPRPiper Sandler Companies | 2.96% | 0.02% | 2.94% |
| KBHKb Home | 2.92% | 0.01% | 2.91% |
| KTBKontoor Brands Inc | 2.89% | 0.02% | 2.87% |
| HRIHerc Holdings Inc Com | 2.56% | 0.02% | 2.54% |
| APOAthene (Ath) / Apollo Global Management (Apo) | 2.23% | 0.21% | 2.02% |
| NTBBank Of N.T.Butterfield & Son Limited (The) Ordinary Shares | 2.31% | 0.01% | 2.30% |
You are not choosing between two funds in isolation.
Whichever of SCAP and VYM 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 VYM?
SCAP has an expense ratio of 2.20% while VYM charges 0.04%. VYM is the cheaper option, by $216 a year on a $10,000 investment.
Which performed better, SCAP or VYM?
Over the past year SCAP returned +12.94% vs +15.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCAP or VYM?
SCAP has been the more volatile fund at 15.2% annualized versus 10.4% for VYM. Worst drawdown: SCAP -24.1% vs VYM -14.5%.
Should I hold both SCAP and VYM?
SCAP and VYM have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCAP and VYM?
At least 1.2% of VYM's money is in holdings SCAP also owns. Our book for SCAP is partial, so the real figure is this or higher. They hold 19 positions in common, counted across the 73 positions we hold weights for in SCAP and 557 in VYM.
Which pays a higher dividend, SCAP or VYM?
SCAP yields 7.99% while VYM yields 2.22%, so SCAP currently pays the higher dividend yield.
Is VYM better than SCAP?
VYM has a lower expense ratio. VYM 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.