WSMDX vs. VGT

In the year-to-date period, WSMDX achieves a -12.42% return, which is significantly lower than VGT's -8.02% return. Over the past 10 years, WSMDX has underperformed VGT with an annualized return of 1.61%, while VGT has yielded a comparatively higher 19.15% 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 -0.65, which is lower than the VGT Sharpe Ratio of 0.39. 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 0.56%.

The maximum WSMDX drawdown since its inception was -52.67%, roughly equal to the maximum VGT 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.

The current volatility for William Blair Small-Mid Cap Growth Fund (WSMDX) is 7.37%, while Vanguard Information Technology ETF (VGT) has a volatility of 9.35%. This indicates that WSMDX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.