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:
-0.85
IJR:
-0.20
ANCIX:
-1.08
IJR:
-0.12
ANCIX:
0.86
IJR:
0.98
ANCIX:
-0.64
IJR:
-0.16
ANCIX:
-1.82
IJR:
-0.55
ANCIX:
9.58%
IJR:
8.25%
ANCIX:
20.54%
IJR:
23.40%
ANCIX:
-64.68%
IJR:
-58.15%
ANCIX:
-24.17%
IJR:
-23.46%
Returns By Period
In the year-to-date period, ANCIX achieves a -15.13% return, which is significantly higher than IJR's -16.17% return. Over the past 10 years, ANCIX has underperformed IJR with an annualized return of -0.29%, while IJR has yielded a comparatively higher 6.59% annualized return.
ANCIX
-15.13%
-11.07%
-19.37%
-16.63%
14.63%
-0.29%
IJR
-16.17%
-9.63%
-17.48%
-3.97%
11.94%
6.59%
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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 2.45%.
| 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 | 2.45% | 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 10.94%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 14.13%. 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.