WBIGX vs. SCHF
Compare and contrast key facts about William Blair International Growth Fund (WBIGX) and Schwab International Equity ETF (SCHF).
WBIGX is managed by William Blair. It was launched on Sep 30, 1992. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Performance
WBIGX vs. SCHF - Performance Comparison
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WBIGX vs. SCHF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIGX William Blair International Growth Fund | -0.77% | 17.90% | 2.11% | 15.16% | -28.65% | 8.61% | 31.66% | 30.25% | -17.99% | 29.10% |
SCHF Schwab International Equity ETF | 4.58% | 34.55% | 3.28% | 18.35% | -14.80% | 11.40% | 9.48% | 22.26% | -14.29% | 26.03% |
Returns By Period
In the year-to-date period, WBIGX achieves a -0.77% return, which is significantly lower than SCHF's 4.58% return. Over the past 10 years, WBIGX has underperformed SCHF with an annualized return of 6.98%, while SCHF has yielded a comparatively higher 9.59% annualized return.
WBIGX
- 1D
- 2.95%
- 1M
- -8.84%
- YTD
- -0.77%
- 6M
- 0.87%
- 1Y
- 16.42%
- 3Y*
- 8.28%
- 5Y*
- 1.11%
- 10Y*
- 6.98%
SCHF
- 1D
- 1.58%
- 1M
- -5.42%
- YTD
- 4.58%
- 6M
- 10.18%
- 1Y
- 31.07%
- 3Y*
- 16.76%
- 5Y*
- 9.03%
- 10Y*
- 9.59%
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WBIGX vs. SCHF - Expense Ratio Comparison
WBIGX has a 1.31% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Return for Risk
WBIGX vs. SCHF — Risk / Return Rank
WBIGX
SCHF
WBIGX vs. SCHF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Growth Fund (WBIGX) and Schwab International Equity ETF (SCHF). 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.
| WBIGX | SCHF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.76 | -0.74 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.40 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.35 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.75 | -1.67 |
Martin ratioReturn relative to average drawdown | 4.19 | 10.59 | -6.41 |
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
| WBIGX | SCHF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.76 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.56 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.56 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.40 | +0.08 |
Correlation
The correlation between WBIGX and SCHF 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.
Dividends
WBIGX vs. SCHF - Dividend Comparison
WBIGX's dividend yield for the trailing twelve months is around 19.12%, more than SCHF's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIGX William Blair International Growth Fund | 19.12% | 18.97% | 7.47% | 3.38% | 7.92% | 11.75% | 0.82% | 1.07% | 8.56% | 1.28% | 1.51% | 0.92% |
SCHF Schwab International Equity ETF | 3.27% | 3.42% | 3.26% | 2.97% | 2.80% | 3.19% | 2.08% | 2.95% | 3.06% | 2.35% | 2.58% | 2.26% |
Drawdowns
WBIGX vs. SCHF - Drawdown Comparison
The maximum WBIGX drawdown since its inception was -65.35%, which is greater than SCHF's maximum drawdown of -34.87%. Use the drawdown chart below to compare losses from any high point for WBIGX and SCHF.
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Drawdown Indicators
| WBIGX | SCHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.35% | -34.87% | -30.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -11.48% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -41.18% | -29.14% | -12.04% |
Max Drawdown (10Y)Largest decline over 10 years | -41.18% | -34.87% | -6.31% |
Current DrawdownCurrent decline from peak | -10.67% | -7.16% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -7.44% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.98% | +0.45% |
Volatility
WBIGX vs. SCHF - Volatility Comparison
William Blair International Growth Fund (WBIGX) and Schwab International Equity ETF (SCHF) have volatilities of 7.82% and 7.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIGX | SCHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 7.94% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.79% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 17.75% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 16.14% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 17.09% | +0.01% |