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.
Key characteristics
NBGNX | IJT | |
---|---|---|
YTD Return | 10.00% | 10.04% |
1Y Return | 18.35% | 23.50% |
3Y Return (Ann) | 3.31% | 2.19% |
5Y Return (Ann) | 9.95% | 9.51% |
10Y Return (Ann) | 10.03% | 10.03% |
Sharpe Ratio | 0.98 | 1.18 |
Daily Std Dev | 18.22% | 19.49% |
Max Drawdown | -59.83% | -57.61% |
Current Drawdown | -1.94% | -3.11% |
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
The year-to-date returns for both investments are quite close, with NBGNX having a 10.00% return and IJT slightly higher at 10.04%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: NBGNX at 10.03% and IJT at 10.03%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 2.75%, more than IJT's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Neuberger Berman Genesis Fund | 2.75% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% | 13.85% | 11.36% |
iShares S&P SmallCap 600 Growth ETF | 0.91% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% | 0.70% |
Drawdowns
NBGNX vs. IJT - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -59.83%, roughly equal to 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
The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 5.59%, while iShares S&P SmallCap 600 Growth ETF (IJT) has a volatility of 6.17%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than IJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.