NBGNX vs. IJR
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and iShares Core S&P Small-Cap ETF (IJR).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. 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: NBGNX or IJR.
Correlation
The correlation between NBGNX and IJR is 0.92, 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
NBGNX vs. IJR - Performance Comparison
Key characteristics
NBGNX:
-0.32
IJR:
-0.20
NBGNX:
-0.33
IJR:
-0.12
NBGNX:
0.96
IJR:
0.98
NBGNX:
-0.24
IJR:
-0.16
NBGNX:
-0.73
IJR:
-0.55
NBGNX:
9.61%
IJR:
8.25%
NBGNX:
21.82%
IJR:
23.40%
NBGNX:
-51.48%
IJR:
-58.15%
NBGNX:
-24.43%
IJR:
-23.46%
Returns By Period
In the year-to-date period, NBGNX achieves a -13.74% return, which is significantly higher than IJR's -16.17% return. Over the past 10 years, NBGNX has underperformed IJR with an annualized return of -0.08%, while IJR has yielded a comparatively higher 6.58% annualized return.
NBGNX
-13.74%
-7.49%
-18.85%
-5.91%
6.06%
-0.08%
IJR
-16.17%
-9.19%
-17.48%
-4.78%
12.41%
6.58%
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NBGNX vs. IJR - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
NBGNX vs. IJR — Risk-Adjusted Performance Rank
NBGNX
IJR
NBGNX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) 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
NBGNX vs. IJR - Dividend Comparison
NBGNX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 0.00% | 0.00% | 3.07% | 11.05% | 0.00% | 0.00% | 0.05% | 0.05% | 0.20% | 0.47% | 0.52% | 0.38% |
IJR iShares Core S&P Small-Cap ETF | 2.45% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
NBGNX vs. IJR - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -51.48%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for NBGNX and IJR. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. IJR - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 13.26%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 14.13%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.