NBGNX vs. IJT
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and iShares S&P SmallCap 600 Growth ETF (IJT).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or IJT.
Correlation
The correlation between NBGNX and IJT 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. IJT - Performance Comparison
Key characteristics
NBGNX:
-0.24
IJT:
-0.18
NBGNX:
-0.20
IJT:
-0.09
NBGNX:
0.98
IJT:
0.99
NBGNX:
-0.19
IJT:
-0.15
NBGNX:
-0.59
IJT:
-0.50
NBGNX:
8.73%
IJT:
8.33%
NBGNX:
21.72%
IJT:
23.55%
NBGNX:
-51.48%
IJT:
-57.61%
NBGNX:
-22.90%
IJT:
-22.19%
Returns By Period
The year-to-date returns for both investments are quite close, with NBGNX having a -13.74% return and IJT slightly higher at -13.61%. Over the past 10 years, NBGNX has outperformed IJT with an annualized return of 7.54%, while IJT has yielded a comparatively lower 7.04% annualized return.
NBGNX
-13.74%
-8.33%
-17.21%
-3.76%
9.28%
7.54%
IJT
-13.61%
-7.58%
-16.30%
-2.95%
10.79%
7.04%
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NBGNX vs. IJT - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than IJT's 0.25% expense ratio.
Risk-Adjusted Performance
NBGNX vs. IJT — Risk-Adjusted Performance Rank
NBGNX
IJT
NBGNX vs. IJT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and iShares S&P SmallCap 600 Growth ETF (IJT). 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. IJT - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.49%, more than IJT's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.49% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% | 13.86% |
IJT iShares S&P SmallCap 600 Growth ETF | 1.26% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% |
Drawdowns
NBGNX vs. IJT - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -51.48%, smaller than the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for NBGNX and IJT. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. IJT - Volatility Comparison
Neuberger Berman Genesis Fund (NBGNX) and iShares S&P SmallCap 600 Growth ETF (IJT) have volatilities of 13.26% and 13.89%, 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.