William Blair Small Cap Growth Fund (WBSIX) Alternatives
William Blair Small Cap Growth Fund (WBSIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WBSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WBSIX
WBSIX charges 1.25% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WBSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WBSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WBSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WBSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WBSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WBSIX vs VISGX |
Best Risk-Adjusted Alternatives to WBSIX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WBSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WBSIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WBSIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WBSIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WBSIX vs HRSMX |
Top Performing WBSIX Alternatives (YTD)
WBSIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WBSIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WBSIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WBSIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WBSIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WBSIX vs OBMCX |
Lowest Volatility Alternatives to WBSIX
WBSIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WBSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WBSIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WBSIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WBSIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WBSIX vs ETEGX |
Lowest Drawdown Alternatives to WBSIX
WBSIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WBSIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WBSIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WBSIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WBSIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WBSIX vs CTSIX |
Other Mutual Funds from William Blair
Most popular William Blair mutual funds on PortfoliosLab, across asset classes.
Often Compared With WBSIX
What investors most often compare with WBSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 45 | 4.92% | Dec 31, 1998 | WBSIX vs AVFIX | |
| iShares Short-Term Corporate Bond ETF | Corporate Bonds | 94 | 0.14% | Jan 11, 2007 | WBSIX vs IGSB | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | WBSIX vs FBGRX | |
| Nationwide Geneva Small Cap Growth Fund | Small Cap Growth Equities | 2 | -6.90% | Jun 12, 2009 | WBSIX vs NWKDX | |
| Neuberger Berman Small Cap Growth Fund | Small Cap Growth Equities | 28 | -7.63% | Oct 20, 1998 | WBSIX vs NBMIX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | WBSIX vs NCLEX | |
| William Blair Emerging Markets Debt Fund | Emerging Markets Bonds | 93 | -1.16% | May 24, 2021 | WBSIX vs WEDIX | |
| William Blair Emerging Markets Leaders Fund | Emerging Markets Diversified | 48 | -5.00% | Mar 25, 2008 | WBSIX vs WBELX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | WBSIX vs PNSAX |
Compare WBSIX with Any Fund or Stock
Compare WBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.