SCAP vs FTBI
Comparison between INFRASTRUCTURE CAPITAL SMALL CAP INCOME ETF (SCAP, ETF) and FIRST TRUST BALANCED INCOME ETF (FTBI, ETF).
SCAP vs FTBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCAP
$21M
FTBI
$21M
Expense Ratio
SCAP
2.20%
Winner
FTBI
0.97%
Max Drawdown
SCAP
26.61%
Winner
FTBI
6.42%
Sharpe Ratio
SCAP
0.87
Winner
FTBI
1.05
5Y Beta
SCAP
0.92
Winner
FTBI
0.52
P/E Ratio
SCAP
22.64
FTBI
N/A
Forward P/E
SCAP
13.27
FTBI
N/A
5Y EPS CAGR
SCAP
18.81%
FTBI
N/A
P/S Ratio
SCAP
0.92
FTBI
N/A
P/B Ratio
SCAP
2.08
FTBI
N/A
SCAP vs FTBI - Historical Returns
Returns include dividend reinvestment.
1M
SCAP
-0.72%
Winner
FTBI
-0.50%
3M
Winner
SCAP
+4.59%
FTBI
+1.03%
6M
Winner
SCAP
+5.42%
FTBI
+3.06%
1Y
Winner
SCAP
+17.84%
FTBI
+12.65%
Max(CAGR)
Winner
SCAP
+17.55%
FTBI
+15.05%
SCAP vs FTBI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SCAP | FTBI |
|---|---|---|
| 2026 | +8.70% | +4.87% |
| 2025 | +11.94% | +11.78% |
| 2024 | +16.63% | N/A |
| 2023 | +6.21% | N/A |
SCAP vs FTBI Drawdown Comparison
The maximum drawdown for SCAP was -24.10%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current SCAP drawdown is -3.19%. The current FTBI drawdown is -1.57%.
| Rank | SCAP | FTBI |
|---|---|---|
| #1 | -24.10% Nov 25, 2024 - Sep 11, 2025 | -5.33% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -11.55% Feb 10, 2026 - May 5, 2026 | -2.56% Jun 2, 2026 - Jul 6, 2026 |
| #3 | -9.01% Jul 31, 2024 - Sep 19, 2024 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -7.46% Sep 18, 2025 - Nov 28, 2025 | -1.58% May 6, 2026 - May 22, 2026 |
| #5 | -6.92% Mar 28, 2024 - May 14, 2024 | -1.57% Jul 6, 2026 - Jul 23, 2026 |
| #6 | -4.83% May 15, 2024 - Jul 11, 2024 | -1.47% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -4.63% May 8, 2026 - May 28, 2026 | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -4.45% Jun 15, 2026 - Jul 20, 2026 | -1.22% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -4.31% Oct 16, 2024 - Nov 6, 2024 | -1.00% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -3.94% Dec 26, 2023 - Feb 12, 2024 | -0.99% Jul 22, 2025 - Aug 8, 2025 |
| #11 | -3.31% Jan 21, 2026 - Feb 6, 2026 | -0.98% Feb 10, 2026 - Feb 25, 2026 |
| #12 | -3.10% Feb 12, 2024 - Feb 15, 2024 | -0.98% Oct 27, 2025 - Nov 12, 2025 |
| #13 | -3.08% Nov 11, 2024 - Nov 22, 2024 | -0.98% Oct 21, 2025 - Oct 27, 2025 |
| #14 | -2.91% Sep 19, 2024 - Oct 16, 2024 | -0.91% Dec 26, 2025 - Jan 5, 2026 |
| #15 | -2.53% Jun 4, 2026 - Jun 9, 2026 | -0.86% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between SCAP and FTBI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
SCAP vs FTBI dividend yield comparison.
| Year | SCAP | FTBI |
|---|---|---|
| 2026 | 3.83% | 4.64% |
| 2025 | 6.71% | 4.76% |
| 2024 | 6.89% | 0.00% |
| 2023 | 0.27% | 0.00% |
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