BSMC vs. IJS
Compare and contrast key facts about Brandes U.S. Small-Mid Cap Value ETF (BSMC) and iShares S&P SmallCap 600 Value ETF (IJS).
BSMC and IJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSMC is an actively managed fund by Brandes. It was launched on Oct 3, 2023. IJS is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Value Index. It was launched on Jul 24, 2000.
Performance
BSMC vs. IJS - Performance Comparison
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BSMC vs. IJS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSMC Brandes U.S. Small-Mid Cap Value ETF | 4.40% | 15.52% | 10.21% | 11.69% |
IJS iShares S&P SmallCap 600 Value ETF | 4.34% | 6.54% | 7.33% | 19.98% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BSMC having a 4.40% return and IJS slightly lower at 4.34%.
BSMC
- 1D
- 1.95%
- 1M
- -6.11%
- YTD
- 4.40%
- 6M
- 9.05%
- 1Y
- 23.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJS
- 1D
- 2.19%
- 1M
- -3.37%
- YTD
- 4.34%
- 6M
- 7.80%
- 1Y
- 23.41%
- 3Y*
- 9.98%
- 5Y*
- 4.72%
- 10Y*
- 9.34%
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BSMC vs. IJS - Expense Ratio Comparison
BSMC has a 0.70% expense ratio, which is higher than IJS's 0.25% expense ratio.
Return for Risk
BSMC vs. IJS — Risk / Return Rank
BSMC
IJS
BSMC vs. IJS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes U.S. Small-Mid Cap Value ETF (BSMC) and iShares S&P SmallCap 600 Value ETF (IJS). 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.
| BSMC | IJS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.99 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.51 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.52 | +0.40 |
Martin ratioReturn relative to average drawdown | 7.85 | 5.74 | +2.11 |
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
| BSMC | IJS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.99 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.39 | +0.68 |
Correlation
The correlation between BSMC and IJS is 0.92, 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
BSMC vs. IJS - Dividend Comparison
BSMC's dividend yield for the trailing twelve months is around 1.00%, less than IJS's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMC Brandes U.S. Small-Mid Cap Value ETF | 1.00% | 1.17% | 1.02% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJS iShares S&P SmallCap 600 Value ETF | 1.42% | 1.62% | 1.78% | 1.42% | 1.46% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% |
Drawdowns
BSMC vs. IJS - Drawdown Comparison
The maximum BSMC drawdown since its inception was -19.15%, smaller than the maximum IJS drawdown of -60.11%. Use the drawdown chart below to compare losses from any high point for BSMC and IJS.
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Drawdown Indicators
| BSMC | IJS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.15% | -60.11% | +40.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -15.68% | +3.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.65% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.68% | — |
Current DrawdownCurrent decline from peak | -6.19% | -6.22% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -9.95% | +7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.14% | -1.07% |
Volatility
BSMC vs. IJS - Volatility Comparison
Brandes U.S. Small-Mid Cap Value ETF (BSMC) and iShares S&P SmallCap 600 Value ETF (IJS) have volatilities of 5.58% and 5.39%, 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.
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Volatility by Period
| BSMC | IJS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.39% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 13.52% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.31% | 23.75% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 22.14% | -5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.27% | 23.61% | -7.34% |