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.
Performance
WBSIX vs. IGSB - Performance Comparison
Returns By Period
In the year-to-date period, WBSIX achieves a 23.19% return, which is significantly higher than IGSB's 4.50% return. Over the past 10 years, WBSIX has outperformed IGSB with an annualized return of 2.37%, while IGSB has yielded a comparatively lower 2.15% annualized return.
WBSIX
23.19%
10.53%
15.71%
34.39%
5.38%
2.37%
IGSB
4.50%
-0.09%
3.63%
7.04%
2.01%
2.15%
Key characteristics
| WBSIX | IGSB | |
|---|---|---|
| Sharpe Ratio | 1.75 | 2.78 |
| Sortino Ratio | 2.45 | 4.41 |
| Omega Ratio | 1.30 | 1.56 |
| Calmar Ratio | 0.87 | 2.25 |
| Martin Ratio | 9.94 | 15.47 |
| Ulcer Index | 3.46% | 0.46% |
| Daily Std Dev | 19.67% | 2.53% |
| Max Drawdown | -65.45% | -13.38% |
| Current Drawdown | -18.59% | -1.02% |
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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.
Correlation
The correlation between WBSIX and IGSB is 0.05, 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.
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 has not paid dividends to shareholders, while IGSB's dividend yield for the trailing twelve months is around 3.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGSB iShares Short-Term Corporate Bond ETF | 3.91% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 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 -65.45%, 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 7.26% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.63%. 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.