WISIX vs. FSCOX
Compare and contrast key facts about William Blair International Small Cap Growth Fund (WISIX) and Fidelity International Small Cap Opportunities Fund (FSCOX).
WISIX is managed by William Blair. It was launched on Oct 31, 2005. FSCOX is managed by Fidelity. It was launched on Aug 2, 2005.
Performance
WISIX vs. FSCOX - Performance Comparison
Loading graphics...
WISIX vs. FSCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
FSCOX Fidelity International Small Cap Opportunities Fund | -4.86% | 25.05% | 4.08% | 16.99% | -28.93% | 17.66% | 19.61% | 29.07% | -14.13% | 34.70% |
Returns By Period
In the year-to-date period, WISIX achieves a -3.63% return, which is significantly higher than FSCOX's -4.86% return. Over the past 10 years, WISIX has underperformed FSCOX with an annualized return of 4.74%, while FSCOX has yielded a comparatively higher 8.01% annualized return.
WISIX
- 1D
- -1.60%
- 1M
- -10.09%
- YTD
- -3.63%
- 6M
- -5.31%
- 1Y
- 9.96%
- 3Y*
- 6.21%
- 5Y*
- -1.02%
- 10Y*
- 4.74%
FSCOX
- 1D
- -0.24%
- 1M
- -11.02%
- YTD
- -4.86%
- 6M
- -3.43%
- 1Y
- 16.13%
- 3Y*
- 10.42%
- 5Y*
- 4.00%
- 10Y*
- 8.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WISIX vs. FSCOX - Expense Ratio Comparison
Both WISIX and FSCOX have an expense ratio of 1.23%.
Return for Risk
WISIX vs. FSCOX — Risk / Return Rank
WISIX
FSCOX
WISIX vs. FSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Small Cap Growth Fund (WISIX) and Fidelity International Small Cap Opportunities Fund (FSCOX). 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.
| WISIX | FSCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.97 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.39 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.20 | -0.53 |
Martin ratioReturn relative to average drawdown | 2.01 | 4.16 | -2.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WISIX | FSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.97 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.24 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.50 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.35 | -0.04 |
Correlation
The correlation between WISIX and FSCOX is 0.89, 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
WISIX vs. FSCOX - Dividend Comparison
WISIX's dividend yield for the trailing twelve months is around 0.63%, less than FSCOX's 12.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | 0.63% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
FSCOX Fidelity International Small Cap Opportunities Fund | 12.67% | 12.05% | 6.41% | 3.73% | 6.40% | 8.83% | 0.00% | 1.09% | 2.99% | 1.31% | 1.43% | 0.47% |
Drawdowns
WISIX vs. FSCOX - Drawdown Comparison
The maximum WISIX drawdown since its inception was -64.84%, smaller than the maximum FSCOX drawdown of -72.65%. Use the drawdown chart below to compare losses from any high point for WISIX and FSCOX.
Loading graphics...
Drawdown Indicators
| WISIX | FSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -72.65% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.09% | -11.02% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -40.75% | -7.01% |
Max Drawdown (10Y)Largest decline over 10 years | -47.76% | -40.75% | -7.01% |
Current DrawdownCurrent decline from peak | -22.75% | -11.02% | -11.73% |
Average DrawdownAverage peak-to-trough decline | -16.60% | -18.65% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.17% | +0.50% |
Volatility
WISIX vs. FSCOX - Volatility Comparison
William Blair International Small Cap Growth Fund (WISIX) and Fidelity International Small Cap Opportunities Fund (FSCOX) have volatilities of 6.00% and 5.92%, 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.
Loading graphics...
Volatility by Period
| WISIX | FSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.92% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 9.60% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 14.90% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 16.60% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 15.96% | +1.27% |