FTBI vs SCAP
Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and INFRASTRUCTURE CAPITAL SMALL CAP INCOME ETF (SCAP, ETF).
FTBI vs SCAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTBI
$21M
Winner
SCAP
$21M
Expense Ratio
Winner
FTBI
0.97%
SCAP
2.20%
Max Drawdown
Winner
FTBI
6.42%
SCAP
26.61%
Sharpe Ratio
Winner
FTBI
1.26
SCAP
0.89
5Y Beta
Winner
FTBI
0.51
SCAP
0.92
P/E Ratio
FTBI
N/A
SCAP
22.77
Forward P/E
FTBI
N/A
SCAP
12.47
5Y EPS CAGR
FTBI
N/A
SCAP
18.81%
P/S Ratio
FTBI
N/A
SCAP
0.92
P/B Ratio
FTBI
N/A
SCAP
2.09
FTBI vs SCAP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTBI
-0.32%
SCAP
-2.33%
3M
FTBI
+2.09%
Winner
SCAP
+4.70%
6M
Winner
FTBI
+4.11%
SCAP
+3.45%
1Y
FTBI
+13.62%
Winner
SCAP
+18.89%
Max(CAGR)
FTBI
+15.83%
Winner
SCAP
+17.60%
FTBI vs SCAP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FTBI | SCAP |
|---|---|---|
| 2026 | +5.60% | +8.73% |
| 2025 | +11.78% | +11.94% |
| 2024 | N/A | +16.63% |
| 2023 | N/A | +6.21% |
FTBI vs SCAP Drawdown Comparison
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for SCAP was -24.10%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.
The current FTBI drawdown is -0.88%. The current SCAP drawdown is -3.16%.
| Rank | FTBI | SCAP |
|---|---|---|
| #1 | -5.33% Feb 25, 2026 - Apr 17, 2026 | -24.10% Nov 25, 2024 - Sep 11, 2025 |
| #2 | -2.56% Jun 2, 2026 - Jul 6, 2026 | -11.55% Feb 10, 2026 - May 5, 2026 |
| #3 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -9.01% Jul 31, 2024 - Sep 19, 2024 |
| #4 | -1.58% May 6, 2026 - May 22, 2026 | -7.46% Sep 18, 2025 - Nov 28, 2025 |
| #5 | -1.47% Oct 8, 2025 - Oct 20, 2025 | -6.92% Mar 28, 2024 - May 14, 2024 |
| #6 | -1.42% Jul 6, 2026 - Jul 20, 2026 | -4.83% May 15, 2024 - Jul 11, 2024 |
| #7 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -4.63% May 8, 2026 - May 28, 2026 |
| #8 | -1.22% Dec 11, 2025 - Dec 23, 2025 | -4.45% Jun 15, 2026 - Jul 20, 2026 |
| #9 | -1.00% Jan 15, 2026 - Jan 22, 2026 | -4.31% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -0.99% Jul 22, 2025 - Aug 8, 2025 | -3.94% Dec 26, 2023 - Feb 12, 2024 |
| #11 | -0.98% Feb 10, 2026 - Feb 25, 2026 | -3.31% Jan 21, 2026 - Feb 6, 2026 |
| #12 | -0.98% Oct 27, 2025 - Nov 12, 2025 | -3.10% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -0.98% Oct 21, 2025 - Oct 27, 2025 | -3.08% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -0.91% Dec 26, 2025 - Jan 5, 2026 | -2.91% Sep 19, 2024 - Oct 16, 2024 |
| #15 | -0.86% Aug 13, 2025 - Aug 22, 2025 | -2.53% Jun 4, 2026 - Jun 9, 2026 |
Correlation
Correlation between FTBI and SCAP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
FTBI vs SCAP dividend yield comparison.
| Year | FTBI | SCAP |
|---|---|---|
| 2026 | 4.61% | 3.83% |
| 2025 | 4.76% | 6.71% |
| 2024 | 0.00% | 6.89% |
| 2023 | 0.00% | 0.27% |
Select Stocks to Compare
Popular: FTBI vs SPYSCAP vs SPY
More Comparisons
Compare with similar stocks