HUSIX vs. IJR
HUSIX (Huber Small Cap Value Fund) and IJR (iShares Core S&P Small-Cap ETF) are both funds - HUSIX is a Small Cap Value Equities fund managed by Huber Funds, while IJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index. Over the past 10 years, HUSIX returned 10.10%/yr vs 11.30%/yr for IJR. Their correlation of 0.88 suggests significant overlap in exposure. HUSIX charges 1.75%/yr vs 0.06%/yr for IJR.
Performance
HUSIX vs. IJR - Performance Comparison
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Returns By Period
In the year-to-date period, HUSIX achieves a 12.31% return, which is significantly lower than IJR's 19.34% return. Over the past 10 years, HUSIX has underperformed IJR with an annualized return of 10.10%, while IJR has yielded a comparatively higher 11.30% annualized return.
HUSIX
- 1D
- 0.00%
- 1M
- 1.87%
- YTD
- 12.31%
- 6M
- 11.43%
- 1Y
- 25.09%
- 3Y*
- 13.45%
- 5Y*
- 6.92%
- 10Y*
- 10.10%
IJR
- 1D
- -0.34%
- 1M
- 4.22%
- YTD
- 19.34%
- 6M
- 16.86%
- 1Y
- 34.47%
- 3Y*
- 16.15%
- 5Y*
- 6.29%
- 10Y*
- 11.30%
HUSIX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUSIX Huber Small Cap Value Fund | 12.31% | 3.28% | 10.17% | 17.86% | -4.92% | 29.50% | -5.34% | 33.99% | -18.73% | 11.74% |
IJR iShares Core S&P Small-Cap ETF | 19.34% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Correlation
The correlation between HUSIX and IJR is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007 | 0.88 |
The correlation between HUSIX and IJR has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
HUSIX vs. IJR — Risk / Return Rank
HUSIX
IJR
HUSIX vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Small Cap Value Fund (HUSIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HUSIX | IJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.34 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 3.99 | -1.43 |
| Martin ratioReturn relative to average drawdown | 6.72 | 13.39 | -6.66 |
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Drawdowns
HUSIX vs. IJR - Drawdown Comparison
The maximum HUSIX drawdown since its inception was -69.93%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for HUSIX and IJR.
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Drawdown Indicators
| HUSIX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.93% | -58.15% | -11.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -8.68% | -1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -27.31% | -28.02% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -27.31% | -28.02% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -44.36% | -4.01% |
Current DrawdownCurrent decline from peak | -1.89% | -0.43% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -9.26% | -3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 2.58% | +1.22% |
Volatility
HUSIX vs. IJR - Volatility Comparison
Huber Small Cap Value Fund (HUSIX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 5.04% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUSIX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 4.96% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.06% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 17.73% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.31% | 21.40% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 22.90% | +0.99% |
HUSIX vs. IJR - Expense Ratio Comparison
HUSIX has a 1.75% expense ratio, which is higher than IJR's 0.06% expense ratio.
Dividends
HUSIX vs. IJR - Dividend Comparison
HUSIX's dividend yield for the trailing twelve months is around 0.96%, less than IJR's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUSIX Huber Small Cap Value Fund | 0.96% | 1.08% | 0.11% | 0.34% | 0.00% | 0.96% | 0.42% | 0.07% | 0.19% | 0.71% | 1.17% | 0.61% |
IJR iShares Core S&P Small-Cap ETF | 1.15% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
HUSIX and IJR have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HUSIX has higher volatility (5.04%) compared to IJR (4.96%). In terms of maximum drawdown, HUSIX dropped -69.93% vs IJR's -58.15%.
IJR currently has the higher Sharpe Ratio (1.96 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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