PCGRX vs. IJT
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and iShares S&P SmallCap 600 Growth ETF (IJT).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. 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.
Performance
PCGRX vs. IJT - Performance Comparison
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PCGRX vs. IJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 3.31% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
IJT iShares S&P SmallCap 600 Growth ETF | 3.64% | 5.26% | 9.33% | 17.11% | -21.32% | 22.37% | 19.22% | 20.98% | -4.40% | 14.47% |
Returns By Period
In the year-to-date period, PCGRX achieves a 3.31% return, which is significantly lower than IJT's 3.64% return. Over the past 10 years, PCGRX has underperformed IJT with an annualized return of 8.81%, while IJT has yielded a comparatively higher 9.91% annualized return.
PCGRX
- 1D
- 1.92%
- 1M
- -4.84%
- YTD
- 3.31%
- 6M
- 6.81%
- 1Y
- 15.29%
- 3Y*
- 11.94%
- 5Y*
- 8.48%
- 10Y*
- 8.81%
IJT
- 1D
- 0.95%
- 1M
- -4.59%
- YTD
- 3.64%
- 6M
- 3.69%
- 1Y
- 18.27%
- 3Y*
- 11.05%
- 5Y*
- 3.29%
- 10Y*
- 9.91%
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PCGRX vs. IJT - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than IJT's 0.25% expense ratio.
Return for Risk
PCGRX vs. IJT — Risk / Return Rank
PCGRX
IJT
PCGRX vs. IJT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) 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.
| PCGRX | IJT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.83 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.31 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.32 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.54 | 5.42 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCGRX | IJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.83 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.15 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.43 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
Correlation
The correlation between PCGRX and IJT 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.
Dividends
PCGRX vs. IJT - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 6.96%, more than IJT's 0.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 6.96% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
IJT iShares S&P SmallCap 600 Growth ETF | 0.86% | 0.91% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% |
Drawdowns
PCGRX vs. IJT - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, smaller than the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PCGRX and IJT.
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Drawdown Indicators
| PCGRX | IJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -57.61% | +3.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -13.92% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -29.24% | +8.95% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -42.03% | -0.27% |
Current DrawdownCurrent decline from peak | -5.84% | -5.00% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -10.37% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.39% | +0.20% |
Volatility
PCGRX vs. IJT - Volatility Comparison
The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 5.01%, while iShares S&P SmallCap 600 Growth ETF (IJT) has a volatility of 7.29%. This indicates that PCGRX 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.
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Volatility by Period
| PCGRX | IJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 7.29% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 13.14% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 22.19% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 21.56% | -3.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 23.00% | -3.49% |