WISIX vs. FTISX
Compare and contrast key facts about William Blair International Small Cap Growth Fund (WISIX) and Fidelity Advisor International Small Cap Fund Class M (FTISX).
WISIX is managed by William Blair. It was launched on Oct 31, 2005. FTISX is managed by Fidelity. It was launched on May 27, 2003.
Performance
WISIX vs. FTISX - Performance Comparison
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WISIX vs. FTISX - 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% |
FTISX Fidelity Advisor International Small Cap Fund Class M | -2.63% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Returns By Period
In the year-to-date period, WISIX achieves a -3.63% return, which is significantly lower than FTISX's -2.63% return. Over the past 10 years, WISIX has underperformed FTISX with an annualized return of 4.74%, while FTISX has yielded a comparatively higher 7.47% 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%
FTISX
- 1D
- -0.31%
- 1M
- -10.44%
- YTD
- -2.63%
- 6M
- -1.07%
- 1Y
- 15.28%
- 3Y*
- 9.69%
- 5Y*
- 4.52%
- 10Y*
- 7.47%
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WISIX vs. FTISX - Expense Ratio Comparison
WISIX has a 1.23% expense ratio, which is lower than FTISX's 1.57% expense ratio.
Return for Risk
WISIX vs. FTISX — Risk / Return Rank
WISIX
FTISX
WISIX vs. FTISX - 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 Advisor International Small Cap Fund Class M (FTISX). 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 | FTISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.05 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.41 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.21 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.01 | 4.40 | -2.39 |
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
| WISIX | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.05 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.34 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.54 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.68 | -0.37 |
Correlation
The correlation between WISIX and FTISX is 0.86, 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. FTISX - Dividend Comparison
WISIX's dividend yield for the trailing twelve months is around 0.63%, less than FTISX's 3.35% 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% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.35% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Drawdowns
WISIX vs. FTISX - Drawdown Comparison
The maximum WISIX drawdown since its inception was -64.84%, which is greater than FTISX's maximum drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for WISIX and FTISX.
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Drawdown Indicators
| WISIX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -61.12% | -3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.09% | -10.75% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -31.45% | -16.31% |
Max Drawdown (10Y)Largest decline over 10 years | -47.76% | -39.55% | -8.21% |
Current DrawdownCurrent decline from peak | -22.75% | -10.44% | -12.31% |
Average DrawdownAverage peak-to-trough decline | -16.60% | -11.05% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.95% | +0.72% |
Volatility
WISIX vs. FTISX - Volatility Comparison
William Blair International Small Cap Growth Fund (WISIX) has a higher volatility of 6.00% compared to Fidelity Advisor International Small Cap Fund Class M (FTISX) at 5.70%. This indicates that WISIX's price experiences larger fluctuations and is considered to be riskier than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISIX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.70% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 8.67% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 13.29% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 13.36% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 13.92% | +3.31% |