WBGSX vs. VOO
Compare and contrast key facts about William Blair Growth Fund (WBGSX) and Vanguard S&P 500 ETF (VOO).
WBGSX is managed by William Blair. It was launched on Mar 20, 1946. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBGSX or VOO.
Correlation
The correlation between WBGSX and VOO is 0.91, 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
WBGSX vs. VOO - Performance Comparison
Key characteristics
WBGSX:
-0.40
VOO:
1.98
WBGSX:
-0.28
VOO:
2.65
WBGSX:
0.93
VOO:
1.36
WBGSX:
-0.20
VOO:
2.98
WBGSX:
-1.09
VOO:
12.44
WBGSX:
11.06%
VOO:
2.02%
WBGSX:
30.16%
VOO:
12.69%
WBGSX:
-72.76%
VOO:
-33.99%
WBGSX:
-58.84%
VOO:
0.00%
Returns By Period
In the year-to-date period, WBGSX achieves a 2.62% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, WBGSX has underperformed VOO with an annualized return of -4.36%, while VOO has yielded a comparatively higher 13.25% annualized return.
WBGSX
2.62%
0.78%
-18.96%
-12.93%
-2.61%
-4.36%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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WBGSX vs. VOO - Expense Ratio Comparison
WBGSX has a 1.20% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WBGSX vs. VOO — Risk-Adjusted Performance Rank
WBGSX
VOO
WBGSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Growth Fund (WBGSX) and Vanguard S&P 500 ETF (VOO). 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
WBGSX vs. VOO - Dividend Comparison
WBGSX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WBGSX William Blair Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WBGSX vs. VOO - Drawdown Comparison
The maximum WBGSX drawdown since its inception was -72.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WBGSX and VOO. For additional features, visit the drawdowns tool.
Volatility
WBGSX vs. VOO - Volatility Comparison
William Blair Growth Fund (WBGSX) has a higher volatility of 4.31% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that WBGSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.