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WSMDX vs. VIEIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

WSMDX vs. VIEIX

Last updated May 12, 2025

Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX).

WSMDX is managed by William Blair. It was launched on Dec 29, 2003. VIEIX is managed by Vanguard. It was launched on Jul 7, 1997.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSMDX or VIEIX.

Correlation

The correlation between WSMDX and VIEIX is 1.00, 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. VIEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in William Blair Small-Mid Cap Growth Fund (WSMDX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

WSMDX:

13.36%

VIEIX:

18.22%

Max Drawdown

WSMDX:

-0.65%

VIEIX:

-0.88%

Current Drawdown

WSMDX:

-0.65%

VIEIX:

-0.07%

Returns By Period

WSMDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIEIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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WSMDX vs. VIEIX - Expense Ratio Comparison

WSMDX has a 1.10% expense ratio, which is higher than VIEIX's 0.05% expense ratio.

WSMDX
William Blair Small-Mid Cap Growth Fund
VIEIX
Vanguard Extended Market Index Fund Institutional Shares

Risk-Adjusted Performance

WSMDX vs. VIEIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WSMDX
The Risk-Adjusted Performance Rank of WSMDX is 1010
Overall Rank
The Sharpe Ratio Rank of WSMDX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of WSMDX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of WSMDX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of WSMDX is 88
Calmar Ratio Rank
The Martin Ratio Rank of WSMDX is 88
Martin Ratio Rank
VIEIX
The Risk-Adjusted Performance Rank of VIEIX is 3838
Overall Rank
The Sharpe Ratio Rank of VIEIX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of VIEIX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of VIEIX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of VIEIX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of VIEIX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WSMDX vs. VIEIX - 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 Extended Market Index Fund Institutional Shares (VIEIX). 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.

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Dividends

WSMDX vs. VIEIX - Dividend Comparison

WSMDX has not paid dividends to shareholders, while VIEIX's dividend yield for the trailing twelve months is around 1.27%.

TTM20242023202220212020201920182017201620152014
WSMDX
William Blair Small-Mid Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIEIX
Vanguard Extended Market Index Fund Institutional Shares		1.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WSMDX vs. VIEIX - Drawdown Comparison

The maximum WSMDX drawdown since its inception was -0.65%, smaller than the maximum VIEIX drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for WSMDX and VIEIX. For additional features, visit the drawdowns tool.

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Volatility

WSMDX vs. VIEIX - Volatility Comparison

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