WBCIX vs. SWSSX
Compare and contrast key facts about William Blair Small-Mid Cap Core Fund (WBCIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
WBCIX is managed by William Blair. It was launched on Oct 1, 2019. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
WBCIX vs. SWSSX - Performance Comparison
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WBCIX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | -4.33% | 1.29% | 12.04% | 13.26% | -17.11% | 26.63% | 20.60% | 10.29% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 13.20% |
Returns By Period
In the year-to-date period, WBCIX achieves a -4.33% return, which is significantly lower than SWSSX's -2.49% return.
WBCIX
- 1D
- -0.50%
- 1M
- -8.36%
- YTD
- -4.33%
- 6M
- -3.89%
- 1Y
- 5.12%
- 3Y*
- 6.02%
- 5Y*
- 2.74%
- 10Y*
- —
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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WBCIX vs. SWSSX - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
WBCIX vs. SWSSX — Risk / Return Rank
WBCIX
SWSSX
WBCIX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| WBCIX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.91 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.40 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.33 | -1.13 |
Martin ratioReturn relative to average drawdown | 0.72 | 5.02 | -4.30 |
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
| WBCIX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.91 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.14 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.33 | +0.03 |
Correlation
The correlation between WBCIX and SWSSX is 0.95, 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
WBCIX vs. SWSSX - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 3.12%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 3.12% | 2.98% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
WBCIX vs. SWSSX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for WBCIX and SWSSX.
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Drawdown Indicators
| WBCIX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.56% | -60.34% | +20.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -13.90% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -27.65% | -31.93% | +4.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.81% | — |
Current DrawdownCurrent decline from peak | -10.72% | -11.00% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -10.78% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.68% | +0.03% |
Volatility
WBCIX vs. SWSSX - Volatility Comparison
The current volatility for William Blair Small-Mid Cap Core Fund (WBCIX) is 6.19%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that WBCIX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBCIX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 6.59% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 14.12% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.09% | 23.11% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 22.57% | -1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 24.03% | -0.10% |