SSSFX vs. IWC
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and iShares Microcap ETF (IWC).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. IWC is a passively managed fund by iShares that tracks the performance of the Russell Microcap Index. It was launched on Aug 12, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSFX or IWC.
Key characteristics
| SSSFX | IWC | |
|---|---|---|
| YTD Return | 7.09% | 10.15% |
| 1Y Return | 26.71% | 39.66% |
| 3Y Return (Ann) | 7.04% | -3.79% |
| 5Y Return (Ann) | 12.55% | 8.25% |
| 10Y Return (Ann) | 6.79% | 6.79% |
| Sharpe Ratio | 1.44 | 1.73 |
| Sortino Ratio | 2.18 | 2.45 |
| Omega Ratio | 1.25 | 1.29 |
| Calmar Ratio | 1.45 | 1.02 |
| Martin Ratio | 8.49 | 8.44 |
| Ulcer Index | 3.30% | 4.89% |
| Daily Std Dev | 19.50% | 23.83% |
| Max Drawdown | -66.47% | -64.61% |
| Current Drawdown | -6.12% | -16.75% |
Correlation
The correlation between SSSFX and IWC is 0.85, 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
SSSFX vs. IWC - Performance Comparison
In the year-to-date period, SSSFX achieves a 7.09% return, which is significantly lower than IWC's 10.15% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SSSFX at 6.79% and IWC at 6.79%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SSSFX vs. IWC - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than IWC's 0.60% expense ratio.
Risk-Adjusted Performance
SSSFX vs. IWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and iShares Microcap ETF (IWC). 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
SSSFX vs. IWC - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 12.95%, more than IWC's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 12.95% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% | 16.93% | 0.05% |
IWC iShares Microcap ETF | 1.09% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% | 1.01% |
Drawdowns
SSSFX vs. IWC - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -66.47%, roughly equal to the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for SSSFX and IWC. For additional features, visit the drawdowns tool.
Volatility
SSSFX vs. IWC - Volatility Comparison
SouthernSun Small Cap (SSSFX) and iShares Microcap ETF (IWC) have volatilities of 5.35% and 5.38%, 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.