WISGX vs. ETEGX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Eaton Vance Small-Cap Fund (ETEGX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. ETEGX is managed by Eaton Vance. It was launched on Jan 2, 1997.
Performance
WISGX vs. ETEGX - Performance Comparison
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WISGX vs. ETEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 1.94% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
ETEGX Eaton Vance Small-Cap Fund | -2.47% | -6.20% | 14.65% | 11.28% | -15.52% | 21.45% | 12.73% | 27.57% | -6.00% | 14.87% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than ETEGX's -2.47% return. Over the past 10 years, WISGX has outperformed ETEGX with an annualized return of 13.10%, while ETEGX has yielded a comparatively lower 8.12% annualized return.
WISGX
- 1D
- 4.27%
- 1M
- -7.03%
- YTD
- 1.94%
- 6M
- 5.24%
- 1Y
- 22.43%
- 3Y*
- 11.46%
- 5Y*
- 1.46%
- 10Y*
- 13.10%
ETEGX
- 1D
- 2.04%
- 1M
- -7.78%
- YTD
- -2.47%
- 6M
- -4.68%
- 1Y
- -5.06%
- 3Y*
- 3.10%
- 5Y*
- 1.51%
- 10Y*
- 8.12%
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WISGX vs. ETEGX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than ETEGX's 1.21% expense ratio.
Return for Risk
WISGX vs. ETEGX — Risk / Return Rank
WISGX
ETEGX
WISGX vs. ETEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Eaton Vance Small-Cap Fund (ETEGX). 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.
| WISGX | ETEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | -0.23 | +1.16 |
Sortino ratioReturn per unit of downside risk | 1.44 | -0.20 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.98 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | -0.31 | +1.83 |
Martin ratioReturn relative to average drawdown | 5.85 | -0.75 | +6.60 |
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
| WISGX | ETEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | -0.23 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.08 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.41 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.27 | +0.16 |
Correlation
The correlation between WISGX and ETEGX is 0.88, 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
WISGX vs. ETEGX - Dividend Comparison
WISGX has not paid dividends to shareholders, while ETEGX's dividend yield for the trailing twelve months is around 8.44%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
ETEGX Eaton Vance Small-Cap Fund | 8.44% | 8.23% | 5.13% | 0.68% | 3.22% | 13.87% | 1.06% | 7.19% | 12.29% | 11.02% | 13.88% | 23.25% |
Drawdowns
WISGX vs. ETEGX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum ETEGX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for WISGX and ETEGX.
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Drawdown Indicators
| WISGX | ETEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -67.58% | +24.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -13.05% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -24.30% | -18.92% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -36.66% | -6.56% |
Current DrawdownCurrent decline from peak | -8.74% | -13.88% | +5.14% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -22.84% | +10.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 5.47% | -1.78% |
Volatility
WISGX vs. ETEGX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Eaton Vance Small-Cap Fund (ETEGX) at 5.34%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than ETEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | ETEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 5.34% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 11.16% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 19.73% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 18.76% | +5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 19.82% | +4.11% |