SCAP vs VYM
Infrastructure Capital Small Cap Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SCAP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 2.20% | 0.04% | |
| AUM | $20M | $79.0B | |
| Dividend Yield | 7.58% | 2.86% | |
| Holdings | 85 | 568 | |
| YTD Return | +11.96% | +16.16% | |
| 1Y Return | +25.50% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 15.4% | 14.6% | |
| Max Drawdown | -24.1% | -58.8% | |
| Fund Family | Infrastructure Capital Advisors, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2023 | Nov 10, 2006 |
SCAP vs VYM Performance
Infrastructure Capital Small Cap Income ETF (SCAP) is a ETF from Infrastructure Capital Advisors, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SCAP returned +25.50% while VYM returned +26.05%. Year to date, SCAP is up 11.96% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
SCAP has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.6% 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 -58.8% for VYM. 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 0.88. 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 7.58% against 2.86% for VYM.
Holdings Overlap
SCAP and VYM share 18 holdings out of 606 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $216 per year of difference.
Which performed better, SCAP or VYM?
Over the past year SCAP returned +25.50% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), SCAP annualized +18.47% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, SCAP or VYM?
SCAP has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: SCAP -24.1% vs VYM -58.8%.
Should I hold both SCAP and VYM?
SCAP and VYM have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCAP and VYM?
SCAP and VYM share 18 common holdings with a 1.2% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, SCAP or VYM?
SCAP yields 7.58% while VYM yields 2.86%, so SCAP currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.