SENAX vs. IJH
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and iShares Core S&P Mid-Cap ETF (IJH).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SENAX or IJH.
Correlation
The correlation between SENAX and IJH is 0.87, 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
SENAX vs. IJH - Performance Comparison
Key characteristics
SENAX:
0.42
IJH:
0.90
SENAX:
0.65
IJH:
1.36
SENAX:
1.09
IJH:
1.16
SENAX:
0.19
IJH:
1.66
SENAX:
1.34
IJH:
3.85
SENAX:
6.42%
IJH:
3.64%
SENAX:
20.69%
IJH:
15.56%
SENAX:
-58.93%
IJH:
-55.06%
SENAX:
-38.59%
IJH:
-6.03%
Returns By Period
In the year-to-date period, SENAX achieves a 6.56% return, which is significantly higher than IJH's 1.94% return. Over the past 10 years, SENAX has underperformed IJH with an annualized return of 0.96%, while IJH has yielded a comparatively higher 9.37% annualized return.
SENAX
6.56%
-1.09%
3.40%
11.27%
-1.22%
0.96%
IJH
1.94%
-3.47%
5.58%
14.67%
10.49%
9.37%
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SENAX vs. IJH - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
SENAX vs. IJH — Risk-Adjusted Performance Rank
SENAX
IJH
SENAX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and iShares Core S&P Mid-Cap ETF (IJH). 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
SENAX vs. IJH - Dividend Comparison
SENAX has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery 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% |
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
SENAX vs. IJH - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.93%, which is greater than IJH's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SENAX and IJH. For additional features, visit the drawdowns tool.
Volatility
SENAX vs. IJH - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 5.96% compared to iShares Core S&P Mid-Cap ETF (IJH) at 3.39%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.