WBGSX vs. VTI

In the year-to-date period, WBGSX achieves a -3.98% return, which is significantly lower than VTI's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with WBGSX having a 12.38% annualized return and VTI not far behind at 12.13%.

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WBGSX has a 1.20% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Growth Fund (WBGSX) and Vanguard Total Stock Market ETF (VTI). 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.

The current WBGSX Sharpe Ratio is 0.26, which is lower than the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of WBGSX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WBGSX's dividend yield for the trailing twelve months is around 35.97%, more than VTI's 1.29% yield.

The maximum WBGSX drawdown since its inception was -52.50%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for WBGSX and VTI.

William Blair Growth Fund (WBGSX) has a higher volatility of 5.79% compared to Vanguard Total Stock Market ETF (VTI) at 4.90%. This indicates that WBGSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.