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 a closer substitute for your current allocation.
Cheapest Alternatives to WBSIX
WBSIX charges 1.25% annually. There are 121 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | WBSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | WBSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | WBSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WBSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WBSIX vs VISGX |
Best Risk-Adjusted Alternatives to WBSIX
WBSIX has a PortfoliosLab risk / return rank of 46. There are 73 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WBSIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | WBSIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | WBSIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | WBSIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | WBSIX vs NESGX |
Top Performing WBSIX Alternatives (YTD)
WBSIX is at 16.77% YTD. There are 61 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | WBSIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | WBSIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | WBSIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | WBSIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | WBSIX vs NEAGX |
Lowest Volatility Alternatives to WBSIX
WBSIX has 20.96% 1-year volatility. There are 72 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | WBSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | WBSIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | WBSIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | WBSIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | WBSIX vs ETEGX |
Lowest Drawdown Alternatives to WBSIX
WBSIX has a 1-year max drawdown of -12.75%. There are 52 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | WBSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WBSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WBSIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | WBSIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | WBSIX vs SGPIX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.27% | — | Dec 1999 | WBSIX vs LCGFX | |
| William Blair Small-Mid Cap Core Fund | Small Cap Blend Equities | 27 | 12.33% | — | Oct 2019 | WBSIX vs WBCIX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 26 | 9.62% | — | Dec 2003 | WBSIX vs WSMDX | |
| William Blair Emerging Markets Small Cap Growth Fu... | Emerging Markets Equities | 29 | 7.72% | — | Oct 2011 | WBSIX vs BESIX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 9 | 5.19% | — | Oct 2005 | WBSIX vs WISIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 9 | 3.28% | — | Mar 1946 | WBSIX vs WBGSX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 30 | 10.73% | — | Sep 1992 | WBSIX vs WBIGX | |
| William Blair Global Leaders Fund | Global Equities | 20 | 4.53% | — | Oct 2007 | WBSIX vs WGFIX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 37 | 12.60% | — | Aug 2012 | WBSIX vs WILIX | |
| William Blair Emerging Markets Leaders Fund | Emerging Markets Equities | 31 | 8.89% | — | Mar 2008 | WBSIX vs WBELX |
Often Compared With WBSIX
Investors most often compare WBSIX with AVFIX, IGSB, FBGRX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare WBSIX with Any Fund or Stock
Compare WBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WBSIX with funds that move differently
William Blair Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBSIX.
Explore WBSIX Diversifiers