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 US. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGRX or IJT.
Correlation
The correlation between PCGRX and IJT is 0.87, 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
PCGRX vs. IJT - Performance Comparison
Key characteristics
PCGRX:
0.65
IJT:
0.55
PCGRX:
0.92
IJT:
0.93
PCGRX:
1.13
IJT:
1.11
PCGRX:
0.45
IJT:
0.78
PCGRX:
1.70
IJT:
2.32
PCGRX:
5.69%
IJT:
4.44%
PCGRX:
14.81%
IJT:
18.70%
PCGRX:
-57.33%
IJT:
-57.61%
PCGRX:
-13.66%
IJT:
-8.23%
Returns By Period
In the year-to-date period, PCGRX achieves a 5.20% return, which is significantly higher than IJT's 1.88% return. Over the past 10 years, PCGRX has underperformed IJT with an annualized return of 0.06%, while IJT has yielded a comparatively higher 9.06% annualized return.
PCGRX
5.20%
0.57%
1.42%
9.34%
2.35%
0.06%
IJT
1.88%
-2.93%
2.65%
11.60%
8.06%
9.06%
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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.
Risk-Adjusted Performance
PCGRX vs. IJT — Risk-Adjusted Performance Rank
PCGRX
IJT
PCGRX vs. IJT - Risk-Adjusted Performance 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.
Dividends
PCGRX vs. IJT - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 1.48%, more than IJT's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 1.48% | 1.55% | 1.59% | 1.54% | 0.61% | 0.71% | 0.75% | 0.96% | 0.35% | 0.43% | 0.37% | 0.43% |
IJT iShares S&P SmallCap 600 Growth ETF | 1.04% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% |
Drawdowns
PCGRX vs. IJT - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -57.33%, roughly equal to the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PCGRX and IJT. For additional features, visit the drawdowns tool.
Volatility
PCGRX vs. IJT - Volatility Comparison
The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 2.79%, while iShares S&P SmallCap 600 Growth ETF (IJT) has a volatility of 3.87%. 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.