Correlation
The correlation between BSCFX and IJR is 0.85, 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.
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.
Performance
BSCFX vs. IJR - Performance Comparison
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Key characteristics
BSCFX:
0.01
IJR:
-0.07
BSCFX:
0.10
IJR:
-0.05
BSCFX:
1.01
IJR:
0.99
BSCFX:
-0.04
IJR:
-0.13
BSCFX:
-0.13
IJR:
-0.36
BSCFX:
9.02%
IJR:
10.04%
BSCFX:
23.54%
IJR:
24.13%
BSCFX:
-55.59%
IJR:
-58.15%
BSCFX:
-13.41%
IJR:
-17.35%
Returns By Period
In the year-to-date period, BSCFX achieves a -5.46% return, which is significantly higher than IJR's -9.47% return. Over the past 10 years, BSCFX has outperformed IJR with an annualized return of 9.20%, while IJR has yielded a comparatively lower 7.55% annualized return.
BSCFX
-5.46%
6.77%
-12.52%
-0.62%
10.01%
9.27%
9.20%
IJR
-9.47%
4.11%
-15.81%
-2.47%
4.43%
12.01%
7.55%
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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.
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Dividends
BSCFX vs. IJR - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 14.77%, more than IJR's 2.27% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 14.77% | 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 | 2.27% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
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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Volatility
BSCFX vs. IJR - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 5.44%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.01%. This indicates that BSCFX 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.
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