Correlation
The correlation between WBIGX and VOO is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
WBIGX vs. VOO
Compare and contrast key facts about William Blair International Growth Fund (WBIGX) and Vanguard S&P 500 ETF (VOO).
WBIGX is managed by William Blair. It was launched on Sep 30, 1992. 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: WBIGX or VOO.
Performance
WBIGX vs. VOO - Performance Comparison
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Key characteristics
WBIGX:
0.49
VOO:
0.74
WBIGX:
0.64
VOO:
1.04
WBIGX:
1.09
VOO:
1.15
WBIGX:
0.22
VOO:
0.68
WBIGX:
1.26
VOO:
2.58
WBIGX:
5.15%
VOO:
4.93%
WBIGX:
16.56%
VOO:
19.54%
WBIGX:
-65.32%
VOO:
-33.99%
WBIGX:
-14.30%
VOO:
-3.55%
Returns By Period
In the year-to-date period, WBIGX achieves a 9.60% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, WBIGX has underperformed VOO with an annualized return of 4.89%, while VOO has yielded a comparatively higher 12.81% annualized return.
WBIGX
9.60%
5.59%
7.12%
7.35%
6.80%
6.71%
4.89%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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WBIGX vs. VOO - Expense Ratio Comparison
WBIGX has a 1.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WBIGX vs. VOO — Risk-Adjusted Performance Rank
WBIGX
VOO
WBIGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Growth Fund (WBIGX) 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.
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Dividends
WBIGX vs. VOO - Dividend Comparison
WBIGX's dividend yield for the trailing twelve months is around 6.82%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIGX William Blair International Growth Fund | 6.82% | 7.47% | 3.38% | 7.92% | 11.75% | 0.82% | 1.07% | 8.56% | 1.28% | 1.51% | 0.92% | 0.88% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WBIGX vs. VOO - Drawdown Comparison
The maximum WBIGX drawdown since its inception was -65.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WBIGX and VOO.
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Volatility
WBIGX vs. VOO - Volatility Comparison
The current volatility for William Blair International Growth Fund (WBIGX) is 2.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that WBIGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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