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. 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.
Performance
PGOFX vs. IJT - Performance Comparison
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PGOFX vs. IJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGOFX Pioneer Select Mid Cap Growth Fund | 0.39% | 20.66% | 23.84% | 18.66% | -31.26% | 8.06% | 38.86% | 32.73% | -5.77% | 29.88% |
IJT iShares S&P SmallCap 600 Growth ETF | 4.20% | 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, PGOFX achieves a 0.39% return, which is significantly lower than IJT's 4.20% return. Over the past 10 years, PGOFX has outperformed IJT with an annualized return of 12.30%, while IJT has yielded a comparatively lower 10.08% annualized return.
PGOFX
- 1D
- 1.75%
- 1M
- -1.99%
- YTD
- 0.39%
- 6M
- -0.90%
- 1Y
- 29.86%
- 3Y*
- 18.59%
- 5Y*
- 4.96%
- 10Y*
- 12.30%
IJT
- 1D
- 0.53%
- 1M
- -2.82%
- YTD
- 4.20%
- 6M
- 3.82%
- 1Y
- 17.16%
- 3Y*
- 11.16%
- 5Y*
- 3.40%
- 10Y*
- 10.08%
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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.
Return for Risk
PGOFX vs. IJT — Risk / Return Rank
PGOFX
IJT
PGOFX vs. IJT - Risk-Adjusted Trends 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.
| PGOFX | IJT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.78 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.25 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.36 | +1.10 |
Martin ratioReturn relative to average drawdown | 10.47 | 5.55 | +4.91 |
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
| PGOFX | IJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.78 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.16 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.44 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.38 | +0.05 |
Correlation
The correlation between PGOFX and IJT is 0.85, 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
PGOFX vs. IJT - Dividend Comparison
PGOFX's dividend yield for the trailing twelve months is around 16.54%, more than IJT's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOFX Pioneer Select Mid Cap Growth Fund | 16.54% | 16.61% | 12.14% | 0.00% | 1.84% | 11.47% | 13.77% | 1.37% | 16.05% | 8.32% | 1.69% | 8.90% |
IJT iShares S&P SmallCap 600 Growth ETF | 0.85% | 0.91% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% |
Drawdowns
PGOFX vs. IJT - Drawdown Comparison
The maximum PGOFX drawdown since its inception was -62.17%, which is greater than IJT's maximum drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PGOFX and IJT.
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Drawdown Indicators
| PGOFX | IJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.17% | -57.61% | -4.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.45% | -9.08% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -39.78% | -29.24% | -10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -39.78% | -42.03% | +2.25% |
Current DrawdownCurrent decline from peak | -5.36% | -4.50% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -11.76% | -10.37% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.40% | -0.19% |
Volatility
PGOFX vs. IJT - Volatility Comparison
Pioneer Select Mid Cap Growth Fund (PGOFX) has a higher volatility of 7.96% compared to iShares S&P SmallCap 600 Growth ETF (IJT) at 7.29%. This indicates that PGOFX's price experiences larger fluctuations and is considered to be riskier 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
| PGOFX | IJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 7.29% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 15.39% | 13.15% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 22.20% | +2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.51% | 21.55% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.93% | 23.00% | -0.07% |