ICAP vs SPYM

AICAP

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VOO $17,393

Lowest cost0.02%SPYM · $2 on $10k

Most income11.50%ICAP · $1,150 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common27.7%ICAP and SPYM

Infrastructure Capital Equity Income Fund ETF · $108MState Street SPDR Portfolio S&P 500 ETF · $183B

+15.7%3 years · per year$15,470 · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

2.47%Expense ratio$247 · $2 on $10k · lower wins0.02%

11.50%12-mo yield$1,150 · $102 on $10k

Cards for this view

ICAP

Infrastructure Capital Equity Income Fund

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureICAPSPYM

Fee2.47%0.02%

Cost on $10k a year$247$2

Yield11.50%1.02%

5 years, per year[…]+11.9%

3 years, per year+15.7%+21.9%

Worst drop · 1Y−15.7%−8.9%

Volatility · 1Y16.9%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.50%	+2.0%	+1.5%	+4.2%	+15.7%	new	−15.7%	$108M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
3	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk	2.47%	11.50%	+2.0%	+1.5%	+4.2%	+15.7%	new	−15.7%	$108M

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