SBASX vs. VSGIX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
SBASX vs. VSGIX - Performance Comparison
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SBASX vs. VSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | -0.48% | 3.95% | 11.89% | 13.96% | -13.13% | 23.52% | 22.80% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | -3.91% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% |
Returns By Period
In the year-to-date period, SBASX achieves a -0.48% return, which is significantly higher than VSGIX's -3.91% return.
SBASX
- 1D
- -1.04%
- 1M
- -9.50%
- YTD
- -0.48%
- 6M
- 1.76%
- 1Y
- 13.53%
- 3Y*
- 8.71%
- 5Y*
- 4.92%
- 10Y*
- —
VSGIX
- 1D
- -1.76%
- 1M
- -9.43%
- YTD
- -3.91%
- 6M
- -2.46%
- 1Y
- 15.68%
- 3Y*
- 10.86%
- 5Y*
- 1.70%
- 10Y*
- 9.99%
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SBASX vs. VSGIX - Expense Ratio Comparison
SBASX has a 0.99% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
SBASX vs. VSGIX — Risk / Return Rank
SBASX
VSGIX
SBASX vs. VSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX). 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.
| SBASX | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.63 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.04 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.87 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.03 | 3.51 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBASX | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.63 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.07 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.37 | +0.05 |
Correlation
The correlation between SBASX and VSGIX is 0.91, 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.
Dividends
SBASX vs. VSGIX - Dividend Comparison
SBASX's dividend yield for the trailing twelve months is around 5.61%, more than VSGIX's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | 5.61% | 5.58% | 5.48% | 3.65% | 2.10% | 18.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.56% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
SBASX vs. VSGIX - Drawdown Comparison
The maximum SBASX drawdown since its inception was -34.34%, smaller than the maximum VSGIX drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for SBASX and VSGIX.
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Drawdown Indicators
| SBASX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -58.66% | +24.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -14.50% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -26.56% | -38.36% | +11.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.70% | — |
Current DrawdownCurrent decline from peak | -11.44% | -11.38% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -11.40% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.59% | +0.01% |
Volatility
SBASX vs. VSGIX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Core Fund (SBASX) is 6.66%, while Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a volatility of 7.60%. This indicates that SBASX experiences smaller price fluctuations and is considered to be less risky than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBASX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 7.60% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 15.12% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 24.20% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 23.49% | -3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 22.88% | -0.59% |