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 0.90, 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
Key characteristics
CCASX:
0.74
IJR:
0.79
CCASX:
1.16
IJR:
1.24
CCASX:
1.14
IJR:
1.15
CCASX:
0.50
IJR:
1.30
CCASX:
3.40
IJR:
3.82
CCASX:
4.13%
IJR:
4.02%
CCASX:
19.15%
IJR:
19.54%
CCASX:
-49.30%
IJR:
-58.15%
CCASX:
-16.82%
IJR:
-5.89%
Returns By Period
In the year-to-date period, CCASX achieves a 1.75% return, which is significantly lower than IJR's 3.08% return. Both investments have delivered pretty close results over the past 10 years, with CCASX having a 9.48% annualized return and IJR not far ahead at 9.66%.
CCASX
1.75%
0.64%
5.90%
13.49%
5.15%
9.48%
IJR
3.08%
2.56%
2.92%
14.35%
9.32%
9.66%
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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.
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 1.99%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.88% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.99% | 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.
Volatility
CCASX vs. IJR - Volatility Comparison
Conestoga Small Cap (CCASX) has a higher volatility of 4.87% compared to iShares Core S&P Small-Cap ETF (IJR) at 4.35%. This indicates that CCASX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.