WBSIX vs. VSGAX
Compare and contrast key facts about William Blair Small Cap Growth Fund (WBSIX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
WBSIX is managed by William Blair. It was launched on Dec 27, 1999. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
WBSIX vs. VSGAX - Performance Comparison
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WBSIX vs. VSGAX - 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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.26% | 8.44% | 14.94% | 23.04% | -28.39% | 5.70% | 35.26% | 32.76% | -5.69% | 21.92% |
Returns By Period
In the year-to-date period, WBSIX achieves a -1.71% return, which is significantly lower than VSGAX's 0.26% return. Over the past 10 years, WBSIX has outperformed VSGAX with an annualized return of 13.48%, while VSGAX has yielded a comparatively lower 10.45% 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%
VSGAX
- 1D
- 4.35%
- 1M
- -6.39%
- YTD
- 0.26%
- 6M
- 1.49%
- 1Y
- 20.18%
- 3Y*
- 12.43%
- 5Y*
- 2.16%
- 10Y*
- 10.45%
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WBSIX vs. VSGAX - Expense Ratio Comparison
WBSIX has a 1.25% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Return for Risk
WBSIX vs. VSGAX — Risk / Return Rank
WBSIX
VSGAX
WBSIX vs. VSGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small Cap Growth Fund (WBSIX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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 | VSGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.85 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.34 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.39 | -0.56 |
Martin ratioReturn relative to average drawdown | 2.77 | 5.55 | -2.78 |
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 | VSGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.85 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.09 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.46 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.52 | -0.01 |
Correlation
The correlation between WBSIX and VSGAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WBSIX vs. VSGAX - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 7.62%, more than VSGAX's 0.52% 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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.52% | 0.54% | 0.54% | 0.67% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% |
Drawdowns
WBSIX vs. VSGAX - Drawdown Comparison
The maximum WBSIX drawdown since its inception was -62.35%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for WBSIX and VSGAX.
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Drawdown Indicators
| WBSIX | VSGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -38.70% | -23.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -14.50% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -38.13% | -38.36% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -38.70% | -0.46% |
Current DrawdownCurrent decline from peak | -9.52% | -7.52% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -8.63% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 3.62% | +0.35% |
Volatility
WBSIX vs. VSGAX - Volatility Comparison
The current volatility for William Blair Small Cap Growth Fund (WBSIX) is 7.98%, while Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a volatility of 8.86%. This indicates that WBSIX experiences smaller price fluctuations and is considered to be less risky than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBSIX | VSGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 8.86% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 15.70% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.77% | 24.52% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 23.56% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.94% | 22.94% | 0.00% |