DHLAX vs. IJR
Compare and contrast key facts about Diamond Hill Large Cap Fund (DHLAX) and iShares Core S&P Small-Cap ETF (IJR).
DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001. 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: DHLAX or IJR.
Correlation
The correlation between DHLAX and IJR is 0.85, 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
DHLAX vs. IJR - Performance Comparison
Key characteristics
DHLAX:
0.20
IJR:
0.69
DHLAX:
0.33
IJR:
1.11
DHLAX:
1.05
IJR:
1.13
DHLAX:
0.18
IJR:
1.12
DHLAX:
0.68
IJR:
3.64
DHLAX:
4.12%
IJR:
3.66%
DHLAX:
14.35%
IJR:
19.51%
DHLAX:
-54.91%
IJR:
-58.15%
DHLAX:
-14.61%
IJR:
-7.91%
Returns By Period
In the year-to-date period, DHLAX achieves a 0.25% return, which is significantly lower than IJR's 0.87% return. Over the past 10 years, DHLAX has underperformed IJR with an annualized return of 4.54%, while IJR has yielded a comparatively higher 9.26% annualized return.
DHLAX
0.25%
-13.19%
-3.67%
2.41%
2.88%
4.54%
IJR
0.87%
-5.80%
10.92%
13.62%
8.59%
9.26%
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DHLAX vs. IJR - Expense Ratio Comparison
DHLAX has a 0.96% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
DHLAX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Large Cap Fund (DHLAX) 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
DHLAX vs. IJR - Dividend Comparison
DHLAX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 0.00% | 0.00% | 0.74% | 1.16% | 0.60% | 0.61% | 0.91% | 1.14% | 0.77% | 1.04% | 0.82% | 0.85% |
IJR iShares Core S&P Small-Cap ETF | 2.03% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
DHLAX vs. IJR - Drawdown Comparison
The maximum DHLAX drawdown since its inception was -54.91%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for DHLAX and IJR. For additional features, visit the drawdowns tool.
Volatility
DHLAX vs. IJR - Volatility Comparison
Diamond Hill Large Cap Fund (DHLAX) has a higher volatility of 9.46% compared to iShares Core S&P Small-Cap ETF (IJR) at 5.21%. This indicates that DHLAX'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.