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:
0.23
IJH:
-0.04
SENAX:
0.51
IJH:
0.10
SENAX:
1.07
IJH:
1.01
SENAX:
0.16
IJH:
-0.04
SENAX:
0.76
IJH:
-0.12
SENAX:
8.17%
IJH:
7.10%
SENAX:
26.92%
IJH:
21.56%
SENAX:
-58.34%
IJH:
-55.07%
SENAX:
-28.67%
IJH:
-16.05%
Returns By Period
In the year-to-date period, SENAX achieves a -6.64% return, which is significantly higher than IJH's -8.93% return. Both investments have delivered pretty close results over the past 10 years, with SENAX having a 8.00% annualized return and IJH not far ahead at 8.22%.
SENAX
-6.64%
3.54%
-5.01%
5.63%
6.54%
8.00%
IJH
-8.93%
-2.78%
-8.28%
-0.81%
13.40%
8.22%
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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's dividend yield for the trailing twelve months is around 11.66%, more than IJH's 1.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 11.66% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% | 13.42% |
IJH iShares Core S&P Mid-Cap ETF | 1.47% | 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 -58.34%, which is greater than IJH's maximum drawdown of -55.07%. 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 17.53% compared to iShares Core S&P Mid-Cap ETF (IJH) at 14.59%. 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.