WBCIX vs. SPY
Compare and contrast key facts about William Blair Small-Mid Cap Core Fund (WBCIX) and SPDR S&P 500 ETF (SPY).
WBCIX is managed by William Blair. It was launched on Oct 1, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBCIX or SPY.
Correlation
The correlation between WBCIX and SPY 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
WBCIX vs. SPY - Performance Comparison
Key characteristics
WBCIX:
1.10
SPY:
1.95
WBCIX:
1.59
SPY:
2.60
WBCIX:
1.20
SPY:
1.36
WBCIX:
1.35
SPY:
2.98
WBCIX:
5.15
SPY:
12.44
WBCIX:
3.43%
SPY:
2.02%
WBCIX:
16.07%
SPY:
12.89%
WBCIX:
-39.56%
SPY:
-55.19%
WBCIX:
-4.11%
SPY:
-1.70%
Returns By Period
In the year-to-date period, WBCIX achieves a 3.61% return, which is significantly higher than SPY's 2.27% return.
WBCIX
3.61%
2.94%
7.14%
17.33%
10.37%
N/A
SPY
2.27%
0.73%
10.73%
24.55%
14.69%
13.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WBCIX vs. SPY - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
WBCIX vs. SPY — Risk-Adjusted Performance Rank
WBCIX
SPY
WBCIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and SPDR S&P 500 ETF (SPY). 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
WBCIX vs. SPY - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 0.10%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 0.10% | 0.11% | 0.14% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WBCIX vs. SPY - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WBCIX and SPY. For additional features, visit the drawdowns tool.
Volatility
WBCIX vs. SPY - Volatility Comparison
William Blair Small-Mid Cap Core Fund (WBCIX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.28% and 4.26%, 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.