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.
Performance
WBSIX vs. IGSB - Performance Comparison
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WBSIX vs. IGSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | -1.71% | 3.03% | 32.88% | 16.38% | -21.46% | 12.64% | 38.87% | 22.53% | -2.08% | 26.81% |
IGSB iShares Short-Term Corporate Bond ETF | 0.24% | 6.96% | 4.97% | 6.40% | -5.63% | -0.56% | 5.37% | 7.11% | 1.25% | 1.27% |
Returns By Period
In the year-to-date period, WBSIX achieves a -1.71% return, which is significantly lower than IGSB's 0.24% return. Over the past 10 years, WBSIX has outperformed IGSB with an annualized return of 13.48%, while IGSB has yielded a comparatively lower 2.75% annualized return.
WBSIX
- 1D
- 3.71%
- 1M
- -7.68%
- YTD
- -1.71%
- 6M
- 1.24%
- 1Y
- 13.76%
- 3Y*
- 13.68%
- 5Y*
- 4.70%
- 10Y*
- 13.48%
IGSB
- 1D
- 0.10%
- 1M
- -0.58%
- YTD
- 0.24%
- 6M
- 1.28%
- 1Y
- 5.00%
- 3Y*
- 5.52%
- 5Y*
- 2.47%
- 10Y*
- 2.75%
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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.
Return for Risk
WBSIX vs. IGSB — Risk / Return Rank
WBSIX
IGSB
WBSIX vs. IGSB - Risk-Adjusted Trends 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.
| WBSIX | IGSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 2.19 | -1.60 |
Sortino ratioReturn per unit of downside risk | 0.99 | 3.24 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.45 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 3.49 | -2.66 |
Martin ratioReturn relative to average drawdown | 2.77 | 14.27 | -11.50 |
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
| WBSIX | IGSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 2.19 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.85 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.80 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.70 | -0.18 |
Correlation
The correlation between WBSIX and IGSB is 0.06, 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.
Dividends
WBSIX vs. IGSB - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 7.62%, more than IGSB's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 7.62% | 7.49% | 20.14% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% |
IGSB iShares Short-Term Corporate Bond ETF | 4.55% | 4.44% | 4.02% | 3.26% | 2.07% | 1.82% | 2.36% | 3.06% | 2.46% | 1.65% | 1.45% | 1.18% |
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.
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Drawdown Indicators
| WBSIX | IGSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -13.38% | -48.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -1.46% | -11.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.13% | -9.46% | -28.67% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -13.38% | -25.78% |
Current DrawdownCurrent decline from peak | -9.52% | -0.79% | -8.73% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -0.85% | -10.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 0.36% | +3.61% |
Volatility
WBSIX vs. IGSB - Volatility Comparison
William Blair Small Cap Growth Fund (WBSIX) has a higher volatility of 7.98% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.97%. 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.
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Volatility by Period
| WBSIX | IGSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 0.97% | +7.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 1.32% | +13.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.77% | 2.29% | +21.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 2.91% | +20.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.94% | 3.46% | +19.48% |