ANCIX vs. IJR

Last updated Apr 1, 2026

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.

Performance

ANCIX vs. IJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and iShares Core S&P Small-Cap ETF (IJR). The values are adjusted to include any dividend payments, if applicable.

ANCIX vs. IJR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	10.98%	-22.08%	17.97%
IJR iShares Core S&P Small-Cap ETF	3.60%	5.89%	8.63%	16.06%	-16.20%	26.58%	11.28%	22.82%	-8.51%	13.15%

Returns By Period

ANCIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ANCIX vs. IJR - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than IJR's 0.06% expense ratio.

ANCIX

Ancora MicroCap Fund

IJR

iShares Core S&P Small-Cap ETF

Return for Risk

ANCIX vs. IJR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IJR

IJR Risk / Return Rank: 58
IJR Sharpe Ratio Rank: 55
IJR Sortino Ratio Rank: 58
IJR Omega Ratio Rank: 53
IJR Calmar Ratio Rank: 61
IJR Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANCIX vs. IJR - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ANCIX	IJR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.91	—
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	—	0.42	—

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.

Dividends

ANCIX vs. IJR - Dividend Comparison

ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than IJR's 1.29% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANCIX Ancora MicroCap Fund	15.21%	4.30%	0.00%	4.57%	0.00%	0.00%	0.00%	1.52%	14.15%	7.81%	1.60%	15.56%
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

Drawdown Indicators

	ANCIX	IJR	Difference
Max Drawdown Largest peak-to-trough decline	—	-58.15%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.02%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-44.36%	—
Current Drawdown Current decline from peak	—	-5.73%	—
Average Drawdown Average peak-to-trough decline	—	-9.34%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.66%	—

Volatility

Volatility by Period

	ANCIX	IJR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	22.66%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.52%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.91%	—