OSTGX vs. IWO
Compare and contrast key facts about Osterweis Emerging Opportunity Fund (OSTGX) and iShares Russell 2000 Growth ETF (IWO).
OSTGX is managed by Osterweis. It was launched on Nov 30, 2016. IWO is a passively managed fund by iShares that tracks the performance of the Russell 2000 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: OSTGX or IWO.
Correlation
The correlation between OSTGX and IWO is 0.88, 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
OSTGX vs. IWO - Performance Comparison
Key characteristics
OSTGX:
0.96
IWO:
0.83
OSTGX:
1.40
IWO:
1.27
OSTGX:
1.17
IWO:
1.15
OSTGX:
0.48
IWO:
0.68
OSTGX:
4.51
IWO:
3.83
OSTGX:
4.03%
IWO:
4.57%
OSTGX:
19.00%
IWO:
21.15%
OSTGX:
-53.97%
IWO:
-60.10%
OSTGX:
-26.21%
IWO:
-10.40%
Returns By Period
In the year-to-date period, OSTGX achieves a -1.10% return, which is significantly lower than IWO's 2.06% return.
OSTGX
-1.10%
-2.18%
1.85%
16.10%
5.01%
N/A
IWO
2.06%
3.12%
10.82%
13.40%
6.25%
8.00%
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OSTGX vs. IWO - Expense Ratio Comparison
OSTGX has a 1.17% expense ratio, which is higher than IWO's 0.24% expense ratio.
Risk-Adjusted Performance
OSTGX vs. IWO — Risk-Adjusted Performance Rank
OSTGX
IWO
OSTGX vs. IWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Emerging Opportunity Fund (OSTGX) and iShares Russell 2000 Growth ETF (IWO). 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
OSTGX vs. IWO - Dividend Comparison
OSTGX has not paid dividends to shareholders, while IWO's dividend yield for the trailing twelve months is around 0.78%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTGX Osterweis Emerging Opportunity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWO iShares Russell 2000 Growth ETF | 0.78% | 0.80% | 0.73% | 0.75% | 0.32% | 0.44% | 0.71% | 0.76% | 0.73% | 0.97% | 0.89% | 0.73% |
Drawdowns
OSTGX vs. IWO - Drawdown Comparison
The maximum OSTGX drawdown since its inception was -53.97%, smaller than the maximum IWO drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for OSTGX and IWO. For additional features, visit the drawdowns tool.
Volatility
OSTGX vs. IWO - Volatility Comparison
The current volatility for Osterweis Emerging Opportunity Fund (OSTGX) is 4.89%, while iShares Russell 2000 Growth ETF (IWO) has a volatility of 5.16%. This indicates that OSTGX experiences smaller price fluctuations and is considered to be less risky than IWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.