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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or IJR.
Correlation
The correlation between BSCFX and IJR is 0.84, 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
BSCFX vs. IJR - Performance Comparison
Key characteristics
BSCFX:
-0.46
IJR:
-0.13
BSCFX:
-0.46
IJR:
-0.02
BSCFX:
0.93
IJR:
1.00
BSCFX:
-0.27
IJR:
-0.11
BSCFX:
-0.86
IJR:
-0.32
BSCFX:
14.26%
IJR:
9.48%
BSCFX:
26.55%
IJR:
23.62%
BSCFX:
-58.53%
IJR:
-58.15%
BSCFX:
-37.85%
IJR:
-19.10%
Returns By Period
In the year-to-date period, BSCFX achieves a -8.24% return, which is significantly higher than IJR's -11.39% return. Over the past 10 years, BSCFX has underperformed IJR with an annualized return of -2.16%, while IJR has yielded a comparatively higher 7.34% annualized return.
BSCFX
-8.24%
12.00%
-23.38%
-13.70%
0.28%
-2.16%
IJR
-11.39%
9.06%
-17.16%
-4.36%
11.71%
7.34%
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BSCFX vs. IJR - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
BSCFX vs. IJR — Risk-Adjusted Performance Rank
BSCFX
IJR
BSCFX vs. IJR - Risk-Adjusted Performance 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.
Dividends
BSCFX vs. IJR - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 15.22%, more than IJR's 2.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 15.22% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% | 6.11% |
IJR iShares Core S&P Small-Cap ETF | 2.32% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% | 1.23% |
Drawdowns
BSCFX vs. IJR - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -58.53%, 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. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. IJR - Volatility Comparison
Baron Small Cap Fund (BSCFX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 11.70% and 11.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.