WBGSX vs. VTI
Compare and contrast key facts about William Blair Growth Fund (WBGSX) and Vanguard Total Stock Market ETF (VTI).
WBGSX is managed by William Blair. It was launched on Mar 20, 1946. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBGSX or VTI.
Correlation
The correlation between WBGSX and VTI is 0.92, 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. VTI - Performance Comparison
Key characteristics
WBGSX:
-0.40
VTI:
1.91
WBGSX:
-0.28
VTI:
2.58
WBGSX:
0.93
VTI:
1.35
WBGSX:
-0.20
VTI:
2.89
WBGSX:
-1.09
VTI:
11.50
WBGSX:
11.06%
VTI:
2.16%
WBGSX:
30.16%
VTI:
12.93%
WBGSX:
-72.76%
VTI:
-55.45%
WBGSX:
-58.84%
VTI:
-0.11%
Returns By Period
In the year-to-date period, WBGSX achieves a 2.62% return, which is significantly lower than VTI's 4.15% return. Over the past 10 years, WBGSX has underperformed VTI with an annualized return of -4.23%, while VTI has yielded a comparatively higher 12.71% annualized return.
WBGSX
2.62%
1.46%
-17.93%
-13.52%
-2.45%
-4.23%
VTI
4.15%
2.77%
11.19%
22.47%
13.69%
12.71%
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WBGSX vs. VTI - Expense Ratio Comparison
WBGSX has a 1.20% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
WBGSX vs. VTI — Risk-Adjusted Performance Rank
WBGSX
VTI
WBGSX vs. VTI - Risk-Adjusted Performance Comparison
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.
Dividends
WBGSX vs. VTI - Dividend Comparison
WBGSX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.22%.
| 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% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
WBGSX vs. VTI - Drawdown Comparison
The maximum WBGSX drawdown since its inception was -72.76%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for WBGSX and VTI. For additional features, visit the drawdowns tool.
Volatility
WBGSX vs. VTI - Volatility Comparison
William Blair Growth Fund (WBGSX) has a higher volatility of 4.31% compared to Vanguard Total Stock Market ETF (VTI) at 3.14%. 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.