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:
0.29
IJR:
0.03
DHLAX:
0.52
IJR:
0.22
DHLAX:
1.07
IJR:
1.03
DHLAX:
0.30
IJR:
0.03
DHLAX:
1.07
IJR:
0.08
DHLAX:
4.43%
IJR:
9.25%
DHLAX:
16.61%
IJR:
23.68%
DHLAX:
-52.68%
IJR:
-58.15%
DHLAX:
-7.56%
IJR:
-18.11%
Returns By Period
In the year-to-date period, DHLAX achieves a -1.33% return, which is significantly higher than IJR's -10.31% return. Over the past 10 years, DHLAX has outperformed IJR with an annualized return of 8.84%, while IJR has yielded a comparatively lower 7.54% annualized return.
DHLAX
-1.33%
6.43%
-3.72%
3.71%
12.86%
8.84%
IJR
-10.31%
8.88%
-8.73%
-1.85%
12.97%
7.54%
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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 10.46%, more than IJR's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 10.46% | 10.32% | 3.08% | 6.34% | 7.28% | 3.01% | 4.50% | 4.28% | 4.53% | 6.30% | 4.79% | 0.84% |
IJR iShares Core S&P Small-Cap ETF | 2.29% | 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 -52.68%, 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 11.95%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 14.54%. 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.