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:
0.79
SPY:
2.21
WBCIX:
1.18
SPY:
2.93
WBCIX:
1.14
SPY:
1.41
WBCIX:
0.96
SPY:
3.26
WBCIX:
4.03
SPY:
14.43
WBCIX:
3.16%
SPY:
1.90%
WBCIX:
16.14%
SPY:
12.41%
WBCIX:
-39.56%
SPY:
-55.19%
WBCIX:
-7.44%
SPY:
-2.74%
Returns By Period
In the year-to-date period, WBCIX achieves a 10.66% return, which is significantly lower than SPY's 25.54% return.
WBCIX
10.66%
-5.00%
11.39%
10.44%
9.63%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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 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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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) has a higher volatility of 5.79% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that WBCIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.