WBSIX vs. IGSB
WBSIX (William Blair Small Cap Growth Fund) and IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) are both funds - WBSIX is a Small Cap Growth Equities fund managed by William Blair, while IGSB is a Corporate Bonds fund tracking the ICE BofA 1-5 Year US Corporate Index. Over the past 10 years, WBSIX returned 15.09%/yr vs 2.70%/yr for IGSB. At a 0.07 correlation, their price movements are largely independent. WBSIX charges 1.25%/yr vs 0.04%/yr for IGSB.
Performance
WBSIX vs. IGSB - Performance Comparison
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Returns By Period
In the year-to-date period, WBSIX achieves a 19.23% return, which is significantly higher than IGSB's 0.66% return. Over the past 10 years, WBSIX has outperformed IGSB with an annualized return of 15.09%, while IGSB has yielded a comparatively lower 2.70% annualized return.
WBSIX
- 1D
- 2.77%
- 1M
- 6.13%
- YTD
- 19.23%
- 6M
- 16.34%
- 1Y
- 33.70%
- 3Y*
- 20.12%
- 5Y*
- 8.72%
- 10Y*
- 15.09%
IGSB
- 1D
- -0.13%
- 1M
- 0.21%
- YTD
- 0.66%
- 6M
- 0.83%
- 1Y
- 4.20%
- 3Y*
- 5.68%
- 5Y*
- 2.45%
- 10Y*
- 2.70%
WBSIX vs. IGSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 19.23% | 3.03% | 32.88% | 16.38% | -21.46% | 12.64% | 38.87% | 22.53% | -2.08% | 26.81% |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 0.66% | 6.96% | 4.97% | 6.40% | -5.63% | -0.56% | 5.37% | 7.11% | 1.25% | 1.27% |
Correlation
The correlation between WBSIX and IGSB is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2007 | 0.07 |
Over the past year, WBSIX and IGSB have become more correlated (0.40) than their long-term average of 0.07, meaning their price movements have been converging.
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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 1-5 Year Investment Grade 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WBSIX | IGSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.43 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.89 | -0.28 |
| Martin ratioReturn relative to average drawdown | 9.39 | 11.59 | -2.20 |
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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 | -12.75% | -1.46% | -11.29% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -1.46% | -23.30% |
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 | 0.00% | -0.38% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -11.12% | -0.85% | -10.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 0.36% | +3.17% |
Volatility
WBSIX vs. IGSB - Volatility Comparison
William Blair Small Cap Growth Fund (WBSIX) has a higher volatility of 7.28% compared to iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) at 0.68%. 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 | 7.28% | 0.68% | +6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 1.50% | +13.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.74% | 1.96% | +18.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 2.94% | +21.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 3.47% | +19.62% |
WBSIX vs. IGSB - Expense Ratio Comparison
WBSIX has a 1.25% expense ratio, which is higher than IGSB's 0.04% expense ratio.
Dividends
WBSIX vs. IGSB - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 6.28%, more than IGSB's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 4.58% | 4.44% | 4.02% | 3.26% | 2.07% | 1.82% | 2.36% | 3.06% | 2.46% | 1.65% | 1.45% | 1.18% |
WBSIX William Blair Small Cap Growth Fund | 6.28% | 7.49% | 20.14% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% |
Frequently Asked Questions
WBSIX and IGSB have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WBSIX has higher volatility (7.28%) compared to IGSB (0.68%). In terms of maximum drawdown, WBSIX dropped -62.35% vs IGSB's -13.38%.
IGSB currently has the higher Sharpe Ratio (2.16 vs 1.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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