HUSIX vs. IJR
Compare and contrast key facts about Huber Small Cap Value Fund (HUSIX) and iShares Core S&P Small-Cap ETF (IJR).
HUSIX is managed by Huber Funds. It was launched on Jun 29, 2007. 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: HUSIX or IJR.
Correlation
The correlation between HUSIX and IJR is 0.88, 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
HUSIX vs. IJR - Performance Comparison
Key characteristics
HUSIX:
0.83
IJR:
0.76
HUSIX:
1.29
IJR:
1.20
HUSIX:
1.16
IJR:
1.14
HUSIX:
1.49
IJR:
1.25
HUSIX:
3.68
IJR:
3.68
HUSIX:
4.52%
IJR:
4.01%
HUSIX:
20.07%
IJR:
19.51%
HUSIX:
-69.93%
IJR:
-58.15%
HUSIX:
-3.61%
IJR:
-5.65%
Returns By Period
In the year-to-date period, HUSIX achieves a 2.18% return, which is significantly lower than IJR's 3.34% return. Over the past 10 years, HUSIX has underperformed IJR with an annualized return of 7.17%, while IJR has yielded a comparatively higher 9.58% annualized return.
HUSIX
2.18%
1.79%
3.52%
14.34%
9.79%
7.17%
IJR
3.34%
1.43%
2.52%
14.64%
9.37%
9.58%
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HUSIX vs. IJR - Expense Ratio Comparison
HUSIX has a 1.75% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
HUSIX vs. IJR — Risk-Adjusted Performance Rank
HUSIX
IJR
HUSIX vs. IJR - Risk-Adjusted Performance 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.
Dividends
HUSIX vs. IJR - Dividend Comparison
HUSIX's dividend yield for the trailing twelve months is around 0.11%, less than IJR's 1.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUSIX Huber Small Cap Value Fund | 0.11% | 0.11% | 0.34% | 0.00% | 0.96% | 0.42% | 0.07% | 0.20% | 0.71% | 1.17% | 0.61% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.99% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
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. For additional features, visit the drawdowns tool.
Volatility
HUSIX vs. IJR - Volatility Comparison
Huber Small Cap Value Fund (HUSIX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 4.55% and 4.34%, 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.