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:
-0.05
SPY:
0.72
WBCIX:
0.08
SPY:
1.13
WBCIX:
1.01
SPY:
1.17
WBCIX:
-0.05
SPY:
0.76
WBCIX:
-0.15
SPY:
3.04
WBCIX:
7.56%
SPY:
4.72%
WBCIX:
21.57%
SPY:
20.06%
WBCIX:
-39.56%
SPY:
-55.19%
WBCIX:
-16.82%
SPY:
-7.25%
Returns By Period
In the year-to-date period, WBCIX achieves a -10.12% return, which is significantly lower than SPY's -3.01% return.
WBCIX
-10.12%
-4.53%
-9.33%
-0.48%
12.65%
N/A
SPY
-3.01%
0.40%
-0.12%
13.65%
16.65%
12.45%
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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 1.50%, more than SPY's 1.26% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 1.50% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.26% | 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
The current volatility for William Blair Small-Mid Cap Core Fund (WBCIX) is 13.94%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.07%. This indicates that WBCIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.