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.
Key characteristics
| CCASX | IJR | |
|---|---|---|
| YTD Return | -0.20% | 2.29% |
| 1Y Return | 10.57% | 20.62% |
| 3Y Return (Ann) | -0.45% | 1.25% |
| 5Y Return (Ann) | 7.05% | 8.79% |
| 10Y Return (Ann) | 11.05% | 9.28% |
| Sharpe Ratio | 0.64 | 1.14 |
| Daily Std Dev | 17.67% | 19.24% |
| Max Drawdown | -47.99% | -58.15% |
| Current Drawdown | -17.18% | -4.69% |
Correlation
The correlation between CCASX and IJR is 0.90, 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
In the year-to-date period, CCASX achieves a -0.20% return, which is significantly lower than IJR's 2.29% return. Over the past 10 years, CCASX has outperformed IJR with an annualized return of 11.05%, while IJR has yielded a comparatively lower 9.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
CCASX vs. IJR - Dividend Comparison
CCASX's dividend yield for the trailing twelve months is around 0.86%, less than IJR's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.86% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% | 0.00% | 1.73% |
IJR iShares Core S&P Small-Cap ETF | 1.29% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
CCASX vs. IJR - Drawdown Comparison
The maximum CCASX drawdown since its inception was -47.99%, 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.
Volatility
CCASX vs. IJR - Volatility Comparison
Conestoga Small Cap (CCASX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 3.93% and 4.12%, 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.