WSMDX vs. VGT

The year-to-date returns for both investments are quite close, with WSMDX having a 1.71% return and VGT slightly higher at 1.79%. Over the past 10 years, WSMDX has underperformed VGT with an annualized return of 4.27%, while VGT has yielded a comparatively higher 21.42% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WSMDX has a 1.10% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and Vanguard Information Technology ETF (VGT). 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.

The current WSMDX Sharpe Ratio is 0.25, which is lower than the VGT Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of WSMDX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WSMDX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.

The maximum WSMDX drawdown since its inception was -57.39%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for WSMDX and VGT. For additional features, visit the drawdowns tool.

William Blair Small-Mid Cap Growth Fund (WSMDX) has a higher volatility of 12.71% compared to Vanguard Information Technology ETF (VGT) at 6.19%. This indicates that WSMDX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.