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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SASMX or IJT.
Correlation
The correlation between SASMX and IJT is 0.90, 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
SASMX vs. IJT - Performance Comparison
Key characteristics
SASMX:
0.24
IJT:
0.78
SASMX:
0.46
IJT:
1.25
SASMX:
1.06
IJT:
1.15
SASMX:
0.12
IJT:
1.11
SASMX:
0.75
IJT:
3.36
SASMX:
6.56%
IJT:
4.37%
SASMX:
20.64%
IJT:
18.82%
SASMX:
-66.90%
IJT:
-57.61%
SASMX:
-33.83%
IJT:
-7.27%
Returns By Period
In the year-to-date period, SASMX achieves a 8.60% return, which is significantly higher than IJT's 2.95% return. Over the past 10 years, SASMX has underperformed IJT with an annualized return of 2.70%, while IJT has yielded a comparatively higher 9.26% annualized return.
SASMX
8.60%
3.75%
5.16%
1.20%
0.27%
2.70%
IJT
2.95%
0.75%
4.17%
10.17%
8.09%
9.26%
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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.
Risk-Adjusted Performance
SASMX vs. IJT — Risk-Adjusted Performance Rank
SASMX
IJT
SASMX vs. IJT - Risk-Adjusted Performance 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.
Dividends
SASMX vs. IJT - Dividend Comparison
SASMX has not paid dividends to shareholders, while IJT's dividend yield for the trailing twelve months is around 1.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SASMX ClearBridge Small 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 | 1.03% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% |
Drawdowns
SASMX vs. IJT - Drawdown Comparison
The maximum SASMX drawdown since its inception was -66.90%, which is greater than IJT's maximum drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for SASMX and IJT. For additional features, visit the drawdowns tool.
Volatility
SASMX vs. IJT - Volatility Comparison
ClearBridge Small Cap Growth Fund (SASMX) and iShares S&P SmallCap 600 Growth ETF (IJT) have volatilities of 3.93% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.