DBCMX vs. IJR
Compare and contrast key facts about DoubleLine Strategic Commodity Fund (DBCMX) and iShares Core S&P Small-Cap ETF (IJR).
DBCMX is managed by DoubleLine. It was launched on May 17, 2015. 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: DBCMX or IJR.
Correlation
The correlation between DBCMX and IJR is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DBCMX vs. IJR - Performance Comparison
Key characteristics
DBCMX:
0.04
IJR:
0.63
DBCMX:
0.13
IJR:
1.03
DBCMX:
1.02
IJR:
1.12
DBCMX:
0.02
IJR:
1.03
DBCMX:
0.06
IJR:
3.18
DBCMX:
6.76%
IJR:
3.88%
DBCMX:
10.86%
IJR:
19.56%
DBCMX:
-37.62%
IJR:
-58.15%
DBCMX:
-23.31%
IJR:
-8.81%
Returns By Period
In the year-to-date period, DBCMX achieves a 2.43% return, which is significantly higher than IJR's -0.11% return.
DBCMX
2.43%
-0.83%
-5.03%
0.42%
6.37%
N/A
IJR
-0.11%
-5.43%
-0.13%
12.55%
7.86%
9.19%
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DBCMX vs. IJR - Expense Ratio Comparison
DBCMX has a 1.02% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
DBCMX vs. IJR — Risk-Adjusted Performance Rank
DBCMX
IJR
DBCMX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Strategic Commodity Fund (DBCMX) 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
DBCMX vs. IJR - Dividend Comparison
DBCMX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBCMX DoubleLine Strategic Commodity Fund | 0.00% | 0.00% | 3.30% | 46.88% | 13.50% | 0.00% | 1.04% | 1.21% | 5.23% | 0.51% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.05% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
DBCMX vs. IJR - Drawdown Comparison
The maximum DBCMX drawdown since its inception was -37.62%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for DBCMX and IJR. For additional features, visit the drawdowns tool.
Volatility
DBCMX vs. IJR - Volatility Comparison
The current volatility for DoubleLine Strategic Commodity Fund (DBCMX) is 3.85%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.63%. This indicates that DBCMX 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.