IJT vs. NBGNX
Compare and contrast key facts about iShares S&P SmallCap 600 Growth ETF (IJT) and Neuberger Berman Genesis Fund (NBGNX).
IJT is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Growth Index. It was launched on Jul 24, 2000. NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988.
Performance
IJT vs. NBGNX - Performance Comparison
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IJT vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJT iShares S&P SmallCap 600 Growth ETF | 4.20% | 5.26% | 9.33% | 17.11% | -21.32% | 22.37% | 19.22% | 20.98% | -4.40% | 14.47% |
NBGNX Neuberger Berman Genesis Fund | 1.64% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Returns By Period
In the year-to-date period, IJT achieves a 4.20% return, which is significantly higher than NBGNX's 1.64% return. Over the past 10 years, IJT has outperformed NBGNX with an annualized return of 10.08%, while NBGNX has yielded a comparatively lower 8.86% annualized return.
IJT
- 1D
- 0.53%
- 1M
- -2.82%
- YTD
- 4.20%
- 6M
- 3.82%
- 1Y
- 17.16%
- 3Y*
- 11.16%
- 5Y*
- 3.40%
- 10Y*
- 10.08%
NBGNX
- 1D
- 0.68%
- 1M
- -5.49%
- YTD
- 1.64%
- 6M
- -0.18%
- 1Y
- 3.59%
- 3Y*
- 4.49%
- 5Y*
- 1.40%
- 10Y*
- 8.86%
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IJT vs. NBGNX - Expense Ratio Comparison
IJT has a 0.25% expense ratio, which is lower than NBGNX's 0.99% expense ratio.
Return for Risk
IJT vs. NBGNX — Risk / Return Rank
IJT
NBGNX
IJT vs. NBGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and Neuberger Berman Genesis Fund (NBGNX). 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.
| IJT | NBGNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.24 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.51 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.43 | +0.93 |
Martin ratioReturn relative to average drawdown | 5.55 | 1.34 | +4.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJT | NBGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.24 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.07 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.64 | -0.27 |
Correlation
The correlation between IJT and NBGNX is 0.93, 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.
Dividends
IJT vs. NBGNX - Dividend Comparison
IJT's dividend yield for the trailing twelve months is around 0.85%, less than NBGNX's 16.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJT iShares S&P SmallCap 600 Growth ETF | 0.85% | 0.91% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% |
NBGNX Neuberger Berman Genesis Fund | 16.09% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
Drawdowns
IJT vs. NBGNX - Drawdown Comparison
The maximum IJT drawdown since its inception was -57.61%, which is greater than NBGNX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for IJT and NBGNX.
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Drawdown Indicators
| IJT | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -51.75% | -5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -9.08% | -10.77% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -28.33% | -0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -34.53% | -7.50% |
Current DrawdownCurrent decline from peak | -4.50% | -13.42% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -7.14% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 4.26% | -0.86% |
Volatility
IJT vs. NBGNX - Volatility Comparison
iShares S&P SmallCap 600 Growth ETF (IJT) has a higher volatility of 7.29% compared to Neuberger Berman Genesis Fund (NBGNX) at 5.66%. This indicates that IJT's price experiences larger fluctuations and is considered to be riskier than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJT | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 5.66% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 11.61% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.20% | 20.86% | +1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 19.67% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 20.19% | +2.81% |