BSCFX vs. IJR
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and iShares Core S&P Small-Cap ETF (IJR).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. 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
BSCFX vs. IJR - Performance Comparison
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BSCFX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -7.98% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
IJR iShares Core S&P Small-Cap ETF | 4.11% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Returns By Period
In the year-to-date period, BSCFX achieves a -7.98% return, which is significantly lower than IJR's 4.11% return. Both investments have delivered pretty close results over the past 10 years, with BSCFX having a 10.02% annualized return and IJR not far behind at 9.88%.
BSCFX
- 1D
- 3.24%
- 1M
- -7.50%
- YTD
- -7.98%
- 6M
- -9.58%
- 1Y
- 0.12%
- 3Y*
- 6.16%
- 5Y*
- -0.15%
- 10Y*
- 10.02%
IJR
- 1D
- 0.49%
- 1M
- -4.18%
- YTD
- 4.11%
- 6M
- 5.47%
- 1Y
- 20.83%
- 3Y*
- 10.67%
- 5Y*
- 4.19%
- 10Y*
- 9.88%
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BSCFX vs. IJR - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
BSCFX vs. IJR — Risk / Return Rank
BSCFX
IJR
BSCFX vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) 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.
| BSCFX | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.92 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.43 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.42 | -1.43 |
Martin ratioReturn relative to average drawdown | -0.03 | 5.73 | -5.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCFX | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.92 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.20 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.43 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.42 | -0.01 |
Correlation
The correlation between BSCFX and IJR is 0.88, 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
BSCFX vs. IJR - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.33%, more than IJR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.33% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
IJR iShares Core S&P Small-Cap ETF | 1.28% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
BSCFX vs. IJR - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BSCFX and IJR.
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Drawdown Indicators
| BSCFX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -58.15% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -14.85% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -28.02% | -9.92% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -44.36% | +4.78% |
Current DrawdownCurrent decline from peak | -16.50% | -5.26% | -11.24% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -9.34% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.68% | +1.25% |
Volatility
BSCFX vs. IJR - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 6.57% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.25%. This indicates that BSCFX'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.
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Volatility by Period
| BSCFX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 6.25% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 12.99% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 22.66% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 21.51% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 22.91% | -0.58% |