WBSIX vs. IGSB
Compare and contrast key facts about William Blair Small Cap Growth Fund (WBSIX) and iShares Short-Term Corporate Bond ETF (IGSB).
WBSIX is managed by William Blair. It was launched on Dec 27, 1999. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBSIX or IGSB.
Key characteristics
| WBSIX | IGSB | |
|---|---|---|
| YTD Return | 12.96% | 5.38% |
| 1Y Return | 22.28% | 9.48% |
| 3Y Return (Ann) | -0.03% | 1.59% |
| 5Y Return (Ann) | 10.68% | 2.36% |
| 10Y Return (Ann) | 11.38% | 2.26% |
| Sharpe Ratio | 1.11 | 3.49 |
| Daily Std Dev | 20.21% | 2.73% |
| Max Drawdown | -62.35% | -13.38% |
| Current Drawdown | -7.31% | -0.06% |
Correlation
The correlation between WBSIX and IGSB is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WBSIX vs. IGSB - Performance Comparison
In the year-to-date period, WBSIX achieves a 12.96% return, which is significantly higher than IGSB's 5.38% return. Over the past 10 years, WBSIX has outperformed IGSB with an annualized return of 11.38%, while IGSB has yielded a comparatively lower 2.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WBSIX vs. IGSB - Expense Ratio Comparison
WBSIX has a 1.25% expense ratio, which is higher than IGSB's 0.06% expense ratio.
Risk-Adjusted Performance
WBSIX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small Cap Growth Fund (WBSIX) and iShares Short-Term Corporate Bond ETF (IGSB). 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
WBSIX vs. IGSB - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 1.36%, less than IGSB's 3.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 1.36% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% | 18.78% | 18.72% |
IGSB iShares Short-Term Corporate Bond ETF | 3.73% | 3.26% | 2.06% | 1.82% | 2.36% | 3.06% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% | 1.17% |
Drawdowns
WBSIX vs. IGSB - Drawdown Comparison
The maximum WBSIX drawdown since its inception was -62.35%, which is greater than IGSB's maximum drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for WBSIX and IGSB. For additional features, visit the drawdowns tool.
Volatility
WBSIX vs. IGSB - Volatility Comparison
William Blair Small Cap Growth Fund (WBSIX) has a higher volatility of 5.87% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.51%. This indicates that WBSIX's price experiences larger fluctuations and is considered to be riskier than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.