DHSCX vs. IJR
Compare and contrast key facts about Diamond Hill Small Cap Fund (DHSCX) and iShares Core S&P Small-Cap ETF (IJR).
DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000. 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: DHSCX or IJR.
Correlation
The correlation between DHSCX and IJR is 0.91, 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
DHSCX vs. IJR - Performance Comparison
Key characteristics
DHSCX:
0.19
IJR:
0.56
DHSCX:
0.41
IJR:
0.94
DHSCX:
1.06
IJR:
1.11
DHSCX:
0.10
IJR:
0.92
DHSCX:
0.61
IJR:
2.55
DHSCX:
7.19%
IJR:
4.26%
DHSCX:
22.21%
IJR:
18.96%
DHSCX:
-56.03%
IJR:
-58.15%
DHSCX:
-38.09%
IJR:
-7.15%
Returns By Period
In the year-to-date period, DHSCX achieves a 2.87% return, which is significantly higher than IJR's 1.70% return. Over the past 10 years, DHSCX has underperformed IJR with an annualized return of -2.30%, while IJR has yielded a comparatively higher 8.93% annualized return.
DHSCX
2.87%
2.78%
-0.81%
5.91%
-3.33%
-2.30%
IJR
1.70%
1.82%
5.45%
12.86%
8.72%
8.93%
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DHSCX vs. IJR - Expense Ratio Comparison
DHSCX has a 1.26% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
DHSCX vs. IJR — Risk-Adjusted Performance Rank
DHSCX
IJR
DHSCX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Small Cap Fund (DHSCX) 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
DHSCX vs. IJR - Dividend Comparison
DHSCX's dividend yield for the trailing twelve months is around 4.98%, more than IJR's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 4.98% | 5.12% | 2.66% | 0.61% | 0.21% | 0.32% | 1.09% | 0.00% | 0.37% | 0.00% | 0.30% | 0.05% |
IJR iShares Core S&P Small-Cap ETF | 2.02% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
DHSCX vs. IJR - Drawdown Comparison
The maximum DHSCX drawdown since its inception was -56.03%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for DHSCX and IJR. For additional features, visit the drawdowns tool.
Volatility
DHSCX vs. IJR - Volatility Comparison
Diamond Hill Small Cap Fund (DHSCX) has a higher volatility of 4.55% compared to iShares Core S&P Small-Cap ETF (IJR) at 4.33%. This indicates that DHSCX'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.