WISGX vs. VRTGX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. VRTGX is managed by Vanguard. It was launched on May 25, 2011.
Performance
WISGX vs. VRTGX - Performance Comparison
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WISGX vs. VRTGX - 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% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | -2.79% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than VRTGX's -2.79% return. Over the past 10 years, WISGX has outperformed VRTGX with an annualized return of 13.10%, while VRTGX has yielded a comparatively lower 9.83% 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%
VRTGX
- 1D
- 4.27%
- 1M
- -7.24%
- YTD
- -2.79%
- 6M
- -1.59%
- 1Y
- 23.68%
- 3Y*
- 12.32%
- 5Y*
- 1.34%
- 10Y*
- 9.83%
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WISGX vs. VRTGX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is higher than VRTGX's 0.08% expense ratio.
Return for Risk
WISGX vs. VRTGX — Risk / Return Rank
WISGX
VRTGX
WISGX vs. VRTGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX). 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 | VRTGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.94 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.46 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.54 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.85 | 5.21 | +0.64 |
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 | VRTGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.94 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.05 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.40 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.46 | -0.03 |
Correlation
The correlation between WISGX and VRTGX is 0.96, 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. VRTGX - Dividend Comparison
WISGX has not paid dividends to shareholders, while VRTGX's dividend yield for the trailing twelve months is around 0.73%.
| 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% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.73% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
Drawdowns
WISGX vs. VRTGX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, roughly equal to the maximum VRTGX drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for WISGX and VRTGX.
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Drawdown Indicators
| WISGX | VRTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -41.97% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -14.80% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -40.48% | -2.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -41.97% | -1.25% |
Current DrawdownCurrent decline from peak | -8.74% | -11.16% | +2.42% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -10.53% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.36% | -0.67% |
Volatility
WISGX vs. VRTGX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) have volatilities of 9.23% and 8.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | VRTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 8.82% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 16.59% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 25.39% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 24.53% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 24.45% | -0.52% |