SSCGX vs. WFSPX
Compare and contrast key facts about SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) and iShares S&P 500 Index Fund (WFSPX).
SSCGX is managed by BlackRock. It was launched on Apr 20, 1992. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
SSCGX vs. WFSPX - Performance Comparison
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SSCGX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCGX SEI Institutional Managed Trust Small Cap Growth Fund | -4.55% | 4.30% | 16.63% | 13.71% | -23.11% | -9.33% | 22.69% | 21.23% | -5.23% | 18.38% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, SSCGX achieves a -4.55% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, SSCGX has underperformed WFSPX with an annualized return of 5.83%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
SSCGX
- 1D
- -2.22%
- 1M
- -9.68%
- YTD
- -4.55%
- 6M
- -5.16%
- 1Y
- 10.39%
- 3Y*
- 8.50%
- 5Y*
- -3.20%
- 10Y*
- 5.83%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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SSCGX vs. WFSPX - Expense Ratio Comparison
SSCGX has a 1.11% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
SSCGX vs. WFSPX — Risk / Return Rank
SSCGX
WFSPX
SSCGX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) and iShares S&P 500 Index Fund (WFSPX). 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.
| SSCGX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.84 | -0.34 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.30 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.06 | -0.36 |
Martin ratioReturn relative to average drawdown | 2.55 | 5.13 | -2.58 |
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
| SSCGX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.84 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.68 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.76 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.13 | +0.11 |
Correlation
The correlation between SSCGX and WFSPX is 0.81, 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
SSCGX vs. WFSPX - Dividend Comparison
SSCGX's dividend yield for the trailing twelve months is around 10.97%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCGX SEI Institutional Managed Trust Small Cap Growth Fund | 10.97% | 10.47% | 7.05% | 0.00% | 0.05% | 1.75% | 0.00% | 3.29% | 17.03% | 0.34% | 0.00% | 0.00% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
SSCGX vs. WFSPX - Drawdown Comparison
The maximum SSCGX drawdown since its inception was -71.03%, which is greater than WFSPX's maximum drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for SSCGX and WFSPX.
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Drawdown Indicators
| SSCGX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.03% | -58.21% | -12.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -12.11% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -46.84% | -24.51% | -22.33% |
Max Drawdown (10Y)Largest decline over 10 years | -46.84% | -33.74% | -13.10% |
Current DrawdownCurrent decline from peak | -24.24% | -8.90% | -15.34% |
Average DrawdownAverage peak-to-trough decline | -25.19% | -12.84% | -12.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.49% | +1.09% |
Volatility
SSCGX vs. WFSPX - Volatility Comparison
SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) has a higher volatility of 7.88% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that SSCGX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCGX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 4.24% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 9.08% | +5.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 18.06% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.47% | 16.84% | +6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.60% | 17.98% | +5.62% |