CCASX vs. IJR
Compare and contrast key facts about Conestoga Small Cap (CCASX) and iShares Core S&P Small-Cap ETF (IJR).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002. 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: CCASX or IJR.
Correlation
The correlation between CCASX and IJR is 0.82, 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
CCASX vs. IJR - Performance Comparison
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Key characteristics
CCASX:
0.08
IJR:
-0.02
CCASX:
0.39
IJR:
0.14
CCASX:
1.05
IJR:
1.02
CCASX:
0.09
IJR:
-0.02
CCASX:
0.33
IJR:
-0.05
CCASX:
9.87%
IJR:
9.89%
CCASX:
22.87%
IJR:
23.98%
CCASX:
-49.30%
IJR:
-58.15%
CCASX:
-22.32%
IJR:
-14.47%
Returns By Period
In the year-to-date period, CCASX achieves a -4.97% return, which is significantly higher than IJR's -6.32% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: CCASX at 7.79% and IJR at 7.79%.
CCASX
-4.97%
11.13%
-7.62%
1.84%
7.08%
5.67%
7.79%
IJR
-6.32%
11.74%
-9.86%
-0.36%
5.60%
12.88%
7.79%
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CCASX vs. IJR - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
CCASX vs. IJR — Risk-Adjusted Performance Rank
CCASX
IJR
CCASX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) 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
CCASX vs. IJR - Dividend Comparison
CCASX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.19%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.19% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
CCASX vs. IJR - Drawdown Comparison
The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for CCASX and IJR. For additional features, visit the drawdowns tool.
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Volatility
CCASX vs. IJR - Volatility Comparison
The current volatility for Conestoga Small Cap (CCASX) is 5.28%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.63%. This indicates that CCASX 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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