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.
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
Key characteristics
ANCIX:
-0.38
IJR:
0.12
ANCIX:
-0.41
IJR:
0.31
ANCIX:
0.95
IJR:
1.04
ANCIX:
-0.46
IJR:
0.15
ANCIX:
-0.99
IJR:
0.46
ANCIX:
6.85%
IJR:
4.83%
ANCIX:
17.69%
IJR:
19.13%
ANCIX:
-64.68%
IJR:
-58.15%
ANCIX:
-14.79%
IJR:
-14.80%
Returns By Period
In the year-to-date period, ANCIX achieves a -4.63% return, which is significantly higher than IJR's -6.67% return. Over the past 10 years, ANCIX has underperformed IJR with an annualized return of 0.89%, while IJR has yielded a comparatively higher 8.12% annualized return.
ANCIX
-4.63%
-5.33%
-6.20%
-6.14%
11.98%
0.89%
IJR
-6.67%
-9.21%
-3.67%
2.23%
9.94%
8.12%
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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 Rank
ANCIX
IJR
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 has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 0.00% | 0.00% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.20% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
ANCIX vs. IJR - Drawdown Comparison
The maximum ANCIX drawdown since its inception was -64.68%, which is greater than IJR's maximum 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 4.51%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.11%. 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.