Correlation
The correlation between GISOX and IWM is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
GISOX vs. IWM
Compare and contrast key facts about Grandeur Peak International Stalwarts Fund (GISOX) and iShares Russell 2000 ETF (IWM).
GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 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: GISOX or IWM.
Performance
GISOX vs. IWM - Performance Comparison
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Key characteristics
GISOX:
0.24
IWM:
0.07
GISOX:
0.35
IWM:
0.24
GISOX:
1.04
IWM:
1.03
GISOX:
0.06
IWM:
0.04
GISOX:
0.36
IWM:
0.11
GISOX:
7.90%
IWM:
9.92%
GISOX:
19.46%
IWM:
24.44%
GISOX:
-47.98%
IWM:
-59.05%
GISOX:
-32.01%
IWM:
-14.96%
Returns By Period
In the year-to-date period, GISOX achieves a 10.00% return, which is significantly higher than IWM's -6.98% return.
GISOX
10.00%
7.86%
8.61%
4.65%
0.54%
4.26%
N/A
IWM
-6.98%
5.24%
-14.77%
1.65%
4.86%
9.47%
6.51%
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GISOX vs. IWM - Expense Ratio Comparison
GISOX has a 1.15% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
GISOX vs. IWM — Risk-Adjusted Performance Rank
GISOX
IWM
GISOX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak International Stalwarts Fund (GISOX) and iShares Russell 2000 ETF (IWM). 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
GISOX vs. IWM - Dividend Comparison
GISOX's dividend yield for the trailing twelve months is around 0.41%, less than IWM's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GISOX Grandeur Peak International Stalwarts Fund | 0.41% | 0.45% | 0.54% | 0.09% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.20% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
GISOX vs. IWM - Drawdown Comparison
The maximum GISOX drawdown since its inception was -47.98%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for GISOX and IWM.
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Volatility
GISOX vs. IWM - Volatility Comparison
The current volatility for Grandeur Peak International Stalwarts Fund (GISOX) is 3.83%, while iShares Russell 2000 ETF (IWM) has a volatility of 6.46%. This indicates that GISOX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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