ISCB vs. IJR
Compare and contrast key facts about iShares Morningstar Small-Cap ETF (ISCB) and iShares Core S&P Small-Cap ETF (IJR).
ISCB and IJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004. 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. Both ISCB and IJR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISCB or IJR.
Correlation
The correlation between ISCB and IJR is 0.95, 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
ISCB vs. IJR - Performance Comparison
Key characteristics
ISCB:
0.73
IJR:
0.58
ISCB:
1.13
IJR:
0.96
ISCB:
1.14
IJR:
1.11
ISCB:
0.96
IJR:
0.96
ISCB:
3.92
IJR:
3.14
ISCB:
3.48%
IJR:
3.66%
ISCB:
18.56%
IJR:
19.88%
ISCB:
-61.25%
IJR:
-58.15%
ISCB:
-8.12%
IJR:
-8.47%
Returns By Period
In the year-to-date period, ISCB achieves a 11.25% return, which is significantly higher than IJR's 8.90% return. Over the past 10 years, ISCB has underperformed IJR with an annualized return of 7.12%, while IJR has yielded a comparatively higher 9.12% annualized return.
ISCB
11.25%
-2.81%
11.07%
11.71%
6.06%
7.12%
IJR
8.90%
-3.32%
10.79%
9.27%
8.38%
9.12%
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ISCB vs. IJR - Expense Ratio Comparison
ISCB has a 0.04% expense ratio, which is lower than IJR's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ISCB vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) 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
ISCB vs. IJR - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.67%, less than IJR's 2.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 1.67% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% | 1.18% | 0.87% |
IJR iShares Core S&P Small-Cap ETF | 2.29% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
ISCB vs. IJR - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for ISCB and IJR. For additional features, visit the drawdowns tool.
Volatility
ISCB vs. IJR - Volatility Comparison
iShares Morningstar Small-Cap ETF (ISCB) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 5.72% and 5.90%, 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.