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 0.25, 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:
-0.72
IJR:
-0.10
DBCMX:
-0.88
IJR:
0.03
DBCMX:
0.89
IJR:
1.00
DBCMX:
-0.29
IJR:
-0.08
DBCMX:
-0.95
IJR:
-0.24
DBCMX:
8.42%
IJR:
9.55%
DBCMX:
11.41%
IJR:
23.69%
DBCMX:
-37.62%
IJR:
-58.15%
DBCMX:
-23.96%
IJR:
-17.62%
Returns By Period
In the year-to-date period, DBCMX achieves a -1.28% return, which is significantly higher than IJR's -9.77% return.
DBCMX
-1.28%
4.53%
-2.34%
-8.14%
12.21%
N/A
IJR
-9.77%
14.45%
-15.05%
-2.29%
12.11%
7.53%
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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's dividend yield for the trailing twelve months is around 2.92%, more than IJR's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBCMX DoubleLine Strategic Commodity Fund | 2.92% | 2.89% | 3.30% | 46.88% | 13.53% | 0.00% | 1.04% | 1.21% | 5.23% | 0.51% | 0.03% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.28% | 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 3.33%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 10.95%. 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.