WSMDX vs. VGT
Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and Vanguard Information Technology ETF (VGT).
WSMDX is managed by William Blair. It was launched on Dec 29, 2003. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSMDX or VGT.
Correlation
The correlation between WSMDX and VGT is 0.82, 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.
Performance
WSMDX vs. VGT - Performance Comparison
Key characteristics
WSMDX:
-0.35
VGT:
0.02
WSMDX:
-0.35
VGT:
0.23
WSMDX:
0.96
VGT:
1.03
WSMDX:
-0.29
VGT:
0.02
WSMDX:
-1.03
VGT:
0.08
WSMDX:
7.43%
VGT:
7.39%
WSMDX:
22.08%
VGT:
29.50%
WSMDX:
-52.67%
VGT:
-54.63%
WSMDX:
-22.28%
VGT:
-21.79%
Returns By Period
In the year-to-date period, WSMDX achieves a -16.70% return, which is significantly higher than VGT's -18.60% return. Over the past 10 years, WSMDX has underperformed VGT with an annualized return of 7.43%, while VGT has yielded a comparatively higher 17.86% annualized return.
WSMDX
-16.70%
-8.00%
-16.98%
-5.83%
6.95%
7.43%
VGT
-18.60%
-10.05%
-16.03%
5.91%
17.84%
17.86%
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WSMDX vs. VGT - Expense Ratio Comparison
WSMDX has a 1.10% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
WSMDX vs. VGT — Risk-Adjusted Performance Rank
WSMDX
VGT
WSMDX vs. VGT - Risk-Adjusted Performance Comparison
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.
Dividends
WSMDX vs. VGT - Dividend Comparison
WSMDX's dividend yield for the trailing twelve months is around 14.95%, more than VGT's 0.63% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | 14.95% | 12.45% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% | 8.50% |
VGT Vanguard Information Technology ETF | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
WSMDX vs. VGT - Drawdown Comparison
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.
Volatility
WSMDX vs. VGT - Volatility Comparison
The current volatility for William Blair Small-Mid Cap Growth Fund (WSMDX) is 13.88%, while Vanguard Information Technology ETF (VGT) has a volatility of 18.22%. 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.