BDFIX vs. IJR
Compare and contrast key facts about Baron Discovery Fund (BDFIX) and iShares Core S&P Small-Cap ETF (IJR).
BDFIX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 2013. 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: BDFIX or IJR.
Correlation
The correlation between BDFIX and IJR is 0.81, 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
BDFIX vs. IJR - Performance Comparison
Key characteristics
BDFIX:
1.26
IJR:
0.79
BDFIX:
1.79
IJR:
1.26
BDFIX:
1.22
IJR:
1.15
BDFIX:
0.70
IJR:
1.26
BDFIX:
5.22
IJR:
3.48
BDFIX:
4.83%
IJR:
4.28%
BDFIX:
19.91%
IJR:
18.87%
BDFIX:
-48.23%
IJR:
-58.15%
BDFIX:
-13.82%
IJR:
-7.22%
Returns By Period
In the year-to-date period, BDFIX achieves a 8.90% return, which is significantly higher than IJR's 1.62% return. Over the past 10 years, BDFIX has outperformed IJR with an annualized return of 9.97%, while IJR has yielded a comparatively lower 8.90% annualized return.
BDFIX
8.90%
3.96%
21.56%
20.77%
8.37%
9.97%
IJR
1.62%
-0.76%
5.06%
11.28%
8.82%
8.90%
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BDFIX vs. IJR - Expense Ratio Comparison
BDFIX has a 1.05% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
BDFIX vs. IJR — Risk-Adjusted Performance Rank
BDFIX
IJR
BDFIX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Discovery Fund (BDFIX) 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
BDFIX vs. IJR - Dividend Comparison
BDFIX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.02%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDFIX Baron Discovery Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.02% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
BDFIX vs. IJR - Drawdown Comparison
The maximum BDFIX drawdown since its inception was -48.23%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BDFIX and IJR. For additional features, visit the drawdowns tool.
Volatility
BDFIX vs. IJR - Volatility Comparison
Baron Discovery Fund (BDFIX) has a higher volatility of 5.22% compared to iShares Core S&P Small-Cap ETF (IJR) at 4.00%. This indicates that BDFIX'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.