PGOFX vs. IJT
Compare and contrast key facts about Pioneer Select Mid Cap Growth Fund (PGOFX) and iShares S&P SmallCap 600 Growth ETF (IJT).
PGOFX is managed by Amundi US. It was launched on Jun 30, 1993. 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: PGOFX or IJT.
Correlation
The correlation between PGOFX and IJT is 0.96, 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
PGOFX vs. IJT - Performance Comparison
Key characteristics
PGOFX:
63.63%
IJT:
23.84%
PGOFX:
-13.68%
IJT:
-57.61%
PGOFX:
-0.11%
IJT:
-19.50%
Returns By Period
PGOFX
N/A
N/A
N/A
N/A
N/A
N/A
IJT
-10.63%
-4.74%
-10.86%
-2.40%
11.81%
7.38%
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PGOFX vs. IJT - Expense Ratio Comparison
PGOFX has a 0.99% expense ratio, which is higher than IJT's 0.25% expense ratio.
Risk-Adjusted Performance
PGOFX vs. IJT — Risk-Adjusted Performance Rank
PGOFX
IJT
PGOFX vs. IJT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) 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.
Not enough dataDividends
PGOFX vs. IJT - Dividend Comparison
PGOFX has not paid dividends to shareholders, while IJT's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOFX Pioneer Select Mid Cap Growth 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% |
IJT iShares S&P SmallCap 600 Growth ETF | 1.22% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% |
Drawdowns
PGOFX vs. IJT - Drawdown Comparison
The maximum PGOFX drawdown since its inception was -13.68%, smaller than the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PGOFX and IJT. For additional features, visit the drawdowns tool.
Volatility
PGOFX vs. IJT - Volatility Comparison
The current volatility for Pioneer Select Mid Cap Growth Fund (PGOFX) is NaN%, while iShares S&P SmallCap 600 Growth ETF (IJT) has a volatility of NaN%. This indicates that PGOFX 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.