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 | 14.63% | 16.12% |
| 1Y Return | 32.72% | 37.85% |
| 3Y Return (Ann) | -4.54% | 2.91% |
| 5Y Return (Ann) | 7.15% | 10.78% |
| 10Y Return (Ann) | 9.46% | 9.93% |
| Sharpe Ratio | 1.67 | 1.84 |
| Sortino Ratio | 2.44 | 2.71 |
| Omega Ratio | 1.30 | 1.32 |
| Calmar Ratio | 0.95 | 1.76 |
| Martin Ratio | 9.14 | 10.75 |
| Ulcer Index | 3.64% | 3.52% |
| Daily Std Dev | 19.85% | 20.62% |
| Max Drawdown | -49.30% | -58.15% |
| Current Drawdown | -13.83% | -1.54% |
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 14.63% return, which is significantly lower than IJR's 16.12% return. Both investments have delivered pretty close results over the past 10 years, with CCASX having a 9.46% annualized return and IJR not far ahead at 9.93%. 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 has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.88% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.21% | 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 -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.
Volatility
CCASX vs. IJR - Volatility Comparison
The current volatility for Conestoga Small Cap (CCASX) is 6.70%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 7.52%. 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.