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.
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
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Key characteristics
WBSIX:
-0.01
IGSB:
2.93
WBSIX:
0.12
IGSB:
4.46
WBSIX:
1.02
IGSB:
1.61
WBSIX:
-0.03
IGSB:
5.43
WBSIX:
-0.09
IGSB:
15.85
WBSIX:
8.92%
IGSB:
0.46%
WBSIX:
24.37%
IGSB:
2.46%
WBSIX:
-62.35%
IGSB:
-13.38%
WBSIX:
-15.16%
IGSB:
0.00%
Returns By Period
In the year-to-date period, WBSIX achieves a -10.55% return, which is significantly lower than IGSB's 2.94% return. Over the past 10 years, WBSIX has outperformed IGSB with an annualized return of 9.86%, while IGSB has yielded a comparatively lower 2.43% annualized return.
WBSIX
-10.55%
3.50%
-14.43%
-0.87%
7.82%
10.25%
9.86%
IGSB
2.94%
0.44%
2.77%
6.99%
4.29%
2.12%
2.43%
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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 Rank
WBSIX
IGSB
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.
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Dividends
WBSIX vs. IGSB - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 11.26%, more than IGSB's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 11.26% | 10.07% | 1.53% | 3.55% | 17.85% | 9.74% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% | 18.78% |
IGSB iShares Short-Term Corporate Bond ETF | 4.19% | 4.02% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% |
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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Volatility
WBSIX vs. IGSB - Volatility Comparison
William Blair Small Cap Growth Fund (WBSIX) has a higher volatility of 5.75% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.71%. 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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