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 | -5.57% | 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 | 2.67% | 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 -5.57% return, which is significantly lower than IJT's 2.67% return. Over the past 10 years, SASMX has outperformed IJT with an annualized return of 10.53%, while IJT has yielded a comparatively lower 9.81% annualized return.
SASMX
- 1D
- -1.99%
- 1M
- -10.34%
- YTD
- -5.57%
- 6M
- -7.76%
- 1Y
- 12.39%
- 3Y*
- 6.02%
- 5Y*
- -0.59%
- 10Y*
- 10.53%
IJT
- 1D
- 3.50%
- 1M
- -4.80%
- YTD
- 2.67%
- 6M
- 2.72%
- 1Y
- 17.28%
- 3Y*
- 10.70%
- 5Y*
- 3.10%
- 10Y*
- 9.81%
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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 | 0.43 | 0.78 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.25 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.16 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.31 | -0.71 |
Martin ratioReturn relative to average drawdown | 1.99 | 5.40 | -3.41 |
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 | 0.43 | 0.78 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.14 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.43 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.37 | +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 21.50%, 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 | 21.50% | 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 | -16.62% | -5.90% | -10.72% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -10.37% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 3.38% | +0.78% |
Volatility
SASMX vs. IJT - Volatility Comparison
ClearBridge Small Cap Growth Fund (SASMX) has a higher volatility of 8.22% compared to iShares S&P SmallCap 600 Growth ETF (IJT) at 7.28%. 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 | 8.22% | 7.28% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 15.62% | 13.11% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 22.19% | +2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 21.57% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.77% | 23.01% | +0.76% |