AFSC vs. IJR
Compare and contrast key facts about abrdn Focused U.S. Small Cap Active ETF (AFSC) and iShares Core S&P Small-Cap ETF (IJR).
AFSC and IJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AFSC is an actively managed fund by Aberdeen. It was launched on Jun 29, 2004. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Performance
AFSC vs. IJR - Performance Comparison
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AFSC vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AFSC abrdn Focused U.S. Small Cap Active ETF | 0.79% | 2.67% |
IJR iShares Core S&P Small-Cap ETF | 3.60% | 3.55% |
Returns By Period
In the year-to-date period, AFSC achieves a 0.79% return, which is significantly lower than IJR's 3.60% return.
AFSC
- 1D
- 3.06%
- 1M
- -6.08%
- YTD
- 0.79%
- 6M
- 2.45%
- 1Y
- 14.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR
- 1D
- 2.85%
- 1M
- -4.00%
- YTD
- 3.60%
- 6M
- 5.26%
- 1Y
- 20.51%
- 3Y*
- 10.49%
- 5Y*
- 4.08%
- 10Y*
- 9.83%
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AFSC vs. IJR - Expense Ratio Comparison
AFSC has a 0.65% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
AFSC vs. IJR — Risk / Return Rank
AFSC
IJR
AFSC vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Focused U.S. Small Cap Active ETF (AFSC) and iShares Core S&P Small-Cap ETF (IJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFSC | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.91 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.41 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.43 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.61 | 5.77 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFSC | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.91 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.42 | -0.28 |
Correlation
The correlation between AFSC and IJR is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AFSC vs. IJR - Dividend Comparison
AFSC's dividend yield for the trailing twelve months is around 0.08%, less than IJR's 1.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFSC abrdn Focused U.S. Small Cap Active ETF | 0.08% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.29% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
AFSC vs. IJR - Drawdown Comparison
The maximum AFSC drawdown since its inception was -21.68%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for AFSC and IJR.
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Drawdown Indicators
| AFSC | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.68% | -58.15% | +36.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -14.85% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -7.54% | -5.73% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -9.34% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.66% | -0.34% |
Volatility
AFSC vs. IJR - Volatility Comparison
abrdn Focused U.S. Small Cap Active ETF (AFSC) has a higher volatility of 7.87% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.27%. This indicates that AFSC's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFSC | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 6.27% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.07% | 12.98% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.82% | 22.66% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 21.52% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 22.91% | +0.07% |