FAMEX vs. IJH
Compare and contrast key facts about FAM Dividend Focus Fund (FAMEX) and iShares Core S&P Mid-Cap ETF (IJH).
FAMEX is managed by FAM. It was launched on Apr 1, 1996. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 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: FAMEX or IJH.
Correlation
The correlation between FAMEX and IJH is 0.86, 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
FAMEX vs. IJH - Performance Comparison
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Key characteristics
FAMEX:
0.25
IJH:
0.18
FAMEX:
0.51
IJH:
0.42
FAMEX:
1.06
IJH:
1.05
FAMEX:
0.26
IJH:
0.16
FAMEX:
0.73
IJH:
0.50
FAMEX:
6.33%
IJH:
7.74%
FAMEX:
17.29%
IJH:
21.83%
FAMEX:
-58.01%
IJH:
-55.07%
FAMEX:
-3.48%
IJH:
-8.29%
Returns By Period
In the year-to-date period, FAMEX achieves a 8.61% return, which is significantly higher than IJH's -0.51% return. Both investments have delivered pretty close results over the past 10 years, with FAMEX having a 9.29% annualized return and IJH not far behind at 8.88%.
FAMEX
8.61%
10.73%
0.02%
4.21%
13.34%
9.29%
IJH
-0.51%
12.71%
-3.00%
3.89%
15.09%
8.88%
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FAMEX vs. IJH - Expense Ratio Comparison
FAMEX has a 1.23% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
FAMEX vs. IJH — Risk-Adjusted Performance Rank
FAMEX
IJH
FAMEX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FAM Dividend Focus Fund (FAMEX) and iShares Core S&P Mid-Cap ETF (IJH). 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.
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Dividends
FAMEX vs. IJH - Dividend Comparison
FAMEX's dividend yield for the trailing twelve months is around 0.11%, less than IJH's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMEX FAM Dividend Focus Fund | 0.11% | 0.14% | 0.37% | 0.20% | 0.03% | 0.28% | 0.55% | 0.83% | 0.70% | 1.02% | 1.20% | 1.31% |
IJH iShares Core S&P Mid-Cap ETF | 1.34% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
FAMEX vs. IJH - Drawdown Comparison
The maximum FAMEX drawdown since its inception was -58.01%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for FAMEX and IJH. For additional features, visit the drawdowns tool.
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Volatility
FAMEX vs. IJH - Volatility Comparison
The current volatility for FAM Dividend Focus Fund (FAMEX) is 4.93%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 5.90%. This indicates that FAMEX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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