SASMX vs. IJT
Compare and contrast key facts about ClearBridge Small Cap Growth Fund (SASMX) and iShares S&P SmallCap 600 Growth ETF (IJT).
SASMX is managed by Franklin Templeton. It was launched on Jul 1, 1998. 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
SASMX vs. IJT - Performance Comparison
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SASMX vs. IJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SASMX ClearBridge Small Cap Growth Fund | -1.34% | 9.52% | 12.95% | 8.64% | -28.82% | 12.11% | 43.54% | 25.31% | 3.77% | 24.98% |
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, SASMX achieves a -1.34% return, which is significantly lower than IJT's 3.64% return. Over the past 10 years, SASMX has outperformed IJT with an annualized return of 11.02%, while IJT has yielded a comparatively lower 9.91% annualized return.
SASMX
- 1D
- 4.48%
- 1M
- -7.51%
- YTD
- -1.34%
- 6M
- -3.15%
- 1Y
- 16.75%
- 3Y*
- 7.58%
- 5Y*
- -0.12%
- 10Y*
- 11.02%
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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SASMX vs. IJT - Expense Ratio Comparison
SASMX has a 1.16% expense ratio, which is higher than IJT's 0.25% expense ratio.
Return for Risk
SASMX vs. IJT — Risk / Return Rank
SASMX
IJT
SASMX vs. IJT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Small Cap Growth Fund (SASMX) 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.
| SASMX | IJT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.83 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.31 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.32 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.74 | 5.42 | -1.68 |
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
| SASMX | IJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.83 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.15 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.43 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.38 | +0.03 |
Correlation
The correlation between SASMX and IJT is 0.91, 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
SASMX vs. IJT - Dividend Comparison
SASMX's dividend yield for the trailing twelve months is around 20.58%, more than IJT's 0.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SASMX ClearBridge Small Cap Growth Fund | 20.58% | 20.31% | 17.01% | 0.43% | 0.00% | 11.84% | 7.04% | 7.62% | 15.70% | 3.55% | 3.01% | 1.26% |
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
SASMX vs. IJT - Drawdown Comparison
The maximum SASMX drawdown since its inception was -54.81%, roughly equal to the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for SASMX and IJT.
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Drawdown Indicators
| SASMX | IJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -57.61% | +2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -13.92% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -42.19% | -29.24% | -12.95% |
Max Drawdown (10Y)Largest decline over 10 years | -42.19% | -42.03% | -0.16% |
Current DrawdownCurrent decline from peak | -12.89% | -5.00% | -7.89% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -10.37% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.39% | +0.82% |
Volatility
SASMX vs. IJT - Volatility Comparison
ClearBridge Small Cap Growth Fund (SASMX) has a higher volatility of 9.43% compared to iShares S&P SmallCap 600 Growth ETF (IJT) at 7.29%. This indicates that SASMX'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
| SASMX | IJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 7.29% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 13.14% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.28% | 22.19% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.59% | 21.56% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.81% | 23.00% | +0.81% |