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:
0.32
IJR:
0.72
DHLAX:
0.48
IJR:
1.16
DHLAX:
1.08
IJR:
1.14
DHLAX:
0.31
IJR:
1.14
DHLAX:
0.82
IJR:
3.13
DHLAX:
5.53%
IJR:
4.30%
DHLAX:
14.33%
IJR:
18.72%
DHLAX:
-54.91%
IJR:
-58.15%
DHLAX:
-10.95%
IJR:
-6.64%
Returns By Period
In the year-to-date period, DHLAX achieves a 3.35% return, which is significantly higher than IJR's 2.26% return. Over the past 10 years, DHLAX has underperformed IJR with an annualized return of 4.64%, while IJR has yielded a comparatively higher 8.95% annualized return.
DHLAX
3.35%
0.73%
-4.48%
3.65%
3.59%
4.64%
IJR
2.26%
-0.14%
6.05%
11.98%
8.76%
8.95%
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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 Rank
DHLAX
IJR
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's dividend yield for the trailing twelve months is around 1.13%, less than IJR's 2.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 1.13% | 1.17% | 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 | 2.01% | 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
The current volatility for Diamond Hill Large Cap Fund (DHLAX) is 3.50%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 4.03%. This indicates that DHLAX 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.