ANCIX vs. IJR
Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and iShares Core S&P Small-Cap ETF (IJR).
ANCIX is managed by Ancora. It was launched on Sep 2, 2008. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCIX or IJR.
Key characteristics
| ANCIX | IJR | |
|---|---|---|
| YTD Return | -0.36% | -3.27% |
| 1Y Return | 20.02% | 12.67% |
| 3Y Return (Ann) | 5.17% | -0.42% |
| 5Y Return (Ann) | 10.37% | 7.16% |
| 10Y Return (Ann) | 5.86% | 8.44% |
| Sharpe Ratio | 1.17 | 0.65 |
| Daily Std Dev | 16.44% | 19.40% |
| Max Drawdown | -56.68% | -58.15% |
| Current Drawdown | -5.72% | -9.88% |
Correlation
The correlation between ANCIX and IJR is 0.86, 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.
Performance
ANCIX vs. IJR - Performance Comparison
In the year-to-date period, ANCIX achieves a -0.36% return, which is significantly higher than IJR's -3.27% return. Over the past 10 years, ANCIX has underperformed IJR with an annualized return of 5.86%, while IJR has yielded a comparatively higher 8.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ANCIX vs. IJR - Expense Ratio Comparison
ANCIX has a 1.74% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
ANCIX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) 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.
Dividends
ANCIX vs. IJR - Dividend Comparison
ANCIX's dividend yield for the trailing twelve months is around 4.59%, more than IJR's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 4.59% | 4.57% | 0.00% | 0.00% | 0.00% | 1.52% | 14.15% | 7.81% | 1.60% | 15.56% | 0.00% | 7.61% |
IJR iShares Core S&P Small-Cap ETF | 1.36% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
ANCIX vs. IJR - Drawdown Comparison
The maximum ANCIX drawdown since its inception was -56.68%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for ANCIX and IJR. For additional features, visit the drawdowns tool.
Volatility
ANCIX vs. IJR - Volatility Comparison
The current volatility for Ancora MicroCap Fund (ANCIX) is 3.79%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.38%. This indicates that ANCIX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.