WHGMX vs. WHGSX
Compare and contrast key facts about Westwood Quality SMidCap Fund (WHGMX) and Westwood Quality SmallCap Fund (WHGSX).
WHGMX is managed by Westwood. It was launched on Dec 19, 2005. WHGSX is managed by Westwood. It was launched on Apr 2, 2007.
Performance
WHGMX vs. WHGSX - Performance Comparison
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WHGMX vs. WHGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGMX Westwood Quality SMidCap Fund | 2.88% | 8.40% | 10.41% | 17.78% | -10.35% | 21.39% | 5.41% | 29.42% | -11.70% | 10.39% |
WHGSX Westwood Quality SmallCap Fund | 1.83% | -0.12% | 4.75% | 17.16% | -12.42% | 27.94% | 2.16% | 27.13% | -14.25% | 12.38% |
Returns By Period
In the year-to-date period, WHGMX achieves a 2.88% return, which is significantly higher than WHGSX's 1.83% return. Over the past 10 years, WHGMX has outperformed WHGSX with an annualized return of 9.06%, while WHGSX has yielded a comparatively lower 8.40% annualized return.
WHGMX
- 1D
- -0.71%
- 1M
- -8.09%
- YTD
- 2.88%
- 6M
- 2.99%
- 1Y
- 17.44%
- 3Y*
- 11.94%
- 5Y*
- 7.28%
- 10Y*
- 9.06%
WHGSX
- 1D
- -0.51%
- 1M
- -6.76%
- YTD
- 1.83%
- 6M
- -0.89%
- 1Y
- 8.97%
- 3Y*
- 6.67%
- 5Y*
- 3.65%
- 10Y*
- 8.40%
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WHGMX vs. WHGSX - Expense Ratio Comparison
WHGMX has a 0.88% expense ratio, which is lower than WHGSX's 0.92% expense ratio.
Return for Risk
WHGMX vs. WHGSX — Risk / Return Rank
WHGMX
WHGSX
WHGMX vs. WHGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Quality SMidCap Fund (WHGMX) and Westwood Quality SmallCap Fund (WHGSX). 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.
| WHGMX | WHGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.46 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.78 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.63 | +0.63 |
Martin ratioReturn relative to average drawdown | 4.92 | 1.96 | +2.96 |
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
| WHGMX | WHGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.46 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.18 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.38 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.28 | +0.15 |
Correlation
The correlation between WHGMX and WHGSX 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
WHGMX vs. WHGSX - Dividend Comparison
WHGMX's dividend yield for the trailing twelve months is around 5.05%, less than WHGSX's 6.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGMX Westwood Quality SMidCap Fund | 5.05% | 5.19% | 1.21% | 2.92% | 1.52% | 16.39% | 2.83% | 11.93% | 19.09% | 12.12% | 1.40% | 7.40% |
WHGSX Westwood Quality SmallCap Fund | 6.00% | 6.11% | 6.37% | 4.06% | 3.67% | 4.69% | 0.65% | 1.04% | 7.20% | 7.25% | 0.52% | 0.41% |
Drawdowns
WHGMX vs. WHGSX - Drawdown Comparison
The maximum WHGMX drawdown since its inception was -47.99%, smaller than the maximum WHGSX drawdown of -56.51%. Use the drawdown chart below to compare losses from any high point for WHGMX and WHGSX.
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Drawdown Indicators
| WHGMX | WHGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -56.51% | +8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -14.68% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -23.78% | -26.67% | +2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -42.26% | -42.94% | +0.68% |
Current DrawdownCurrent decline from peak | -9.09% | -8.51% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -10.53% | +3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 4.73% | -1.15% |
Volatility
WHGMX vs. WHGSX - Volatility Comparison
Westwood Quality SMidCap Fund (WHGMX) has a higher volatility of 5.46% compared to Westwood Quality SmallCap Fund (WHGSX) at 5.18%. This indicates that WHGMX's price experiences larger fluctuations and is considered to be riskier than WHGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHGMX | WHGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.18% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 12.07% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 20.16% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.76% | 20.14% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 22.05% | -1.82% |