Confirmatory Factor Analysis of the WAIS-IV and WMS-IV in Older Adults

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See discussions, stats, and author profiles for this publication at: http://www.researchgate.net/publication/263372697 Confirmatory Factor Analysis of the WAIS-IV and WMS-IV in Older Adults ARTICLE in JOURNAL OF PSYCHOEDUCATIONAL ASSESSMENT · JUNE 2013 Impact Factor: 1.05 · DOI: 10.1177/0734282912467961 CITATION 1 DOWNLOADS 167 VIEWS 120 4 AUTHORS, INCLUDING: Patrick S R Davidson University of Ottawa 41 PUBLICATIONS 1,181 CITATIONS SEE PROFILE Claude Messier University of Ottawa 80 PUBLICATIONS 3,044 CITATIONS SEE PROFILE Available from: Patrick S R Davidson Retrieved on: 21 September 2015

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Confirmatory Factor Analysis of the WAIS-IV and WMS-IV in Older Adults

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ConfirmatoryFactorAnalysisoftheWAIS-IVandWMS-IVinOlderAdults

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ImpactFactor:1.05·DOI:10.1177/0734282912467961

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VIEWS

120

4AUTHORS,INCLUDING:

PatrickSRDavidson

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41PUBLICATIONS1,181CITATIONS

SEEPROFILE

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UniversityofOttawa

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SEEPROFILE

Availablefrom:PatrickSRDavidson

Retrievedon:21September2015

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Journal of Psychoeducational Assessment31(4) 375 –390

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467961 JPAXXX10.1177/0734282912467961Journal of Psychoeducational AssessmentMiller et al.

1School of Psychology, University of Ottawa, Ottawa, Ontario, Canada2School of Psychology, Heart and Stroke Foundation Centre for Stroke Recovery, and Bruyère Research Institute, University of Ottawa, Ottawa, Ontario, Canada

Corresponding Author:Claude Messier, School of Psychology, University of Ottawa, 136 Jean-Jacques Lussier Room 2076A, Ottawa, Ontario, Canada K1N 6N5. Email: [email protected]

Confirmatory Factor Analysis of the WAIS-IV and WMS-IV in Older Adults

Delyana I. Miller1, Patrick S. R. Davidson2, Dwayne Schindler1, and Claude Messier1

Abstract

New editions of the Wechsler Adult Intelligence and Memory scales are now available. Yet, given the significant changes in these new releases and the skepticism that has met them, independent evidence on their psychometric properties is much needed but currently lacking. We adminis-tered the WAIS-IV and the Older Adult version of the WMS-IV to 145 older adults. We exam-ined how closely our data matched the normative sample by comparing our scaled scores with those of the publisher and by evaluating interrelations among subtests using confirmatory fac-tor analysis. Not surprisingly, scaled scores from our sample were somewhat higher than those from the normative sample on some tests. Factor analysis on our sample provided support for a higher-order model of the WAIS-IV/WMS-IV Older Adults battery combined. In addition, al-lowing some subtests to load on more than one factor significantly improved model fit. The best fitting model for our sample was also the best for the normative sample. Overall, the data sug-gest that the factor analysis models generated from the normative samples for the new WAIS-IV and WMS-IV are reliable.

Keywords

memory, intelligence, neuropsychological tests, normative data, confirmatory factor analysis

The Wechsler Adult Intelligence and Memory scales are among the most commonly used by neuropsychologists (Butler, Retzlaff, & Vanderploeg, 1991; Rabin, Barr, & Burton, 2005; Sullivan & Bowden, 1997) and have been considered by many to be the gold standard (Hartman, 2009; Stanos, 2004). Recently, new editions of both tests have been released (the Wechsler Adult Intel-ligence Scale—fourth edition (WAIS-IV; Wechsler, 2008) and the Wechsler Memory Scale—fourth edition (WMS-IV; Wechsler, 2009). These new versions were deemed necessary to improve the match with the psychological constructs they are purported to measure and to pro-vide updated norms. Yet, given the significant changes in these new releases and the questions that have met them (e.g., Loring & Bauer, 2010), independent evidence on their psychometric

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376 Journal of Psychoeducational Assessment 31(4)

properties is much needed but currently lacking. Here, we present data from 145 older adults who completed the WAIS-IV and the Older Adult version of the WMS-IV. We examined how closely our data matched the normative sample by comparing our scaled scores with those of the publisher and by evaluating interrelations among subtests in our data using covariances and fac-tor analyses. We then examined the factor structure of the WAIS-IV and the WMS-IV Older Adult battery in the normative sample. In addition, we tested for measurement invariance in the covariance structure across the two samples.

Construction of the WAIS and WMSAll versions of the WAIS and WMS combine scores from multiple subtests into factors or indexes, with the goals of improving reliability and validity and of providing an interpretative framework for the observed measures. Although the WAIS and WMS have practical (but not atheoretical; see Coalson, Raiford, Saklofske, & Weiss, 2010; Kaufman, 2010) origins, their evolution has been influenced not only by factor analyses of previous versions, but also by cur-rent theories of intelligence, cognition, and neuropsychology. The WAIS-IV subtests are similar to those in the WAIS-III, with two core additions: visual puzzles (included in the perceptual reasoning index) and digit span sequencing (included in the working memory index; Wechsler, 2008).

Compared with its previous version, the WMS-IV contains several major changes, including a new visual designs subtest and two new working memory subtests (spatial addition and symbol span). In addition, an abbreviated battery is now recommended for older adults (age 65 to 90). For a schematic presentation of the evolution of the two batteries, see Table 1.

One recent strategy has been to examine the WAIS and WMS simultaneously, in part because the newer versions have been co-normed. Such studies of previous editions of the WAIS and WMS have found evidence for five- and/or six-factor models. For example, Bowden and cowork-ers (Bowden, Carstairs, & Shores, 1999; Bowden et al., 2001) advanced a five-factor model for the WAIS-R and WMS-R consisting of verbal comprehension, perceptual organization, attention-concentration/working memory, and verbal memory and visual memory. Tulsky and Price (2003) proposed a similar model for the third edition of the tests, except that they added a processing speed factor. Allowing some subtests to load on more than one factor significantly improved model fit.

Research on the WAIS-IV and WMS-IVTo date, only one study has examined the WAIS-IV and WMS-IV together. Holdnack, Xiaobin, Larrabee, Millis, and Salthouse (2011) found support for a higher-order six-factor model with a first order general ability factor and second order verbal comprehension (consisting of the vocabulary, similarities, and information subtests), perceptual reasoning (block design, visual puzzles, and matrix reasoning subtests), working memory (digit span, arithmetic, symbol addi-tion, and symbol span subtests), processing speed (coding and symbol search subtests), and memory (logical memory 2, verbal paired associates 2, designs 2, and visual reproduction 2 subtests) factors. Allowing the arithmetic, symbol span, logical memory 2, and visual reproduc-tion 2 subtests to load on more than one factor significantly improved model fit.

We built on Holdnack et al.’s (2011) report in two ways. First, they used the publisher’s nor-mative dataset, as have all the other extant reports on WAIS-IV and/or WMS-IV (Benson, Hulac, & Kranzler, 2010; Bowden, Saklofske, & Weiss, 2011; Brooks, Holdnack, & Iverson, 2011; Canivez & Watkins, 2010; Drozdick & Cullum, 2011; Hoelzle, Nelson, & Smith, 2011; Salthouse & Saklofske, 2010). Thus, to date, the WAIS-IV and WMS-IV have not been evaluated in an independent sample. Second, Holdnack et al. excluded participants who were over the age of 65,

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Table 1. Evolution of Factors in the Various Versions of the WAIS and WMS.

WAIS(1955)FSIQVerbal scale• Information• Comprehension• Arithmetic• Similarities• Digit span• VocabularyPerformance scale• Digit symbol• Picture completion• Block design• Picture arrangement• Object assembly

WAIS-R(1981)FSIQVIQ• Information• Comprehension• Arithmetic• Digit span• Similarities• VocabularyPIQ• Picture arrangement• Picture completion• Block Design• Object Assembly• Digit symbol

WAIS-III(1997)FSIQVIQVCI• Vocabulary• Similarities• InformationWMI• Arithmetic• Digit span• Letter number sequencingPIQPOI• Picture completion• Block design• Matrix reasoningPSI• Digit symbol coding• Symbol search

WAIS-IV(2008)FSIQVCI• Similarities• Vocabulary• InformationPRI• Block design• Matrix reasoning• Visual puzzlesWMI• Arithmetic• Digit spanPSI• Coding• Symbol search

WMS(1945)Memory scale score• Information• Orientation• Mental control• Logical memory• Digit span (forward

and backward)• Visual reproduction• Associate learning

WMS-R(1987)General memory composite• Figural memory• Logical memory I• Visual paired associates I• Verbal paired associates I• Visual reproduction IAttention/concentration

composite• Mental control• Digit span• Visual memory spanVerbal memory• Logical memory• Verbal paired associatesVisual memory• Figural memory• Visual paired associates• Visual reproductionDelayed recall index• Logical memory II• Visual paired associates II• Verbal paired associates II• Visual reproduction II

WMS-III(1997)Immediate memoryAuditory immediate• Logical Memory I• Verbal Paired Associates IVisual Immediate• Faces I• Family pictures IGeneral memoryAuditory (delayed)• Logical memory II• Verbal paired associates IIAuditory Recognition Delayed• Logical Memory II

Recognition• Verbal paired associates IIVisual (Delayed)• Faces II• Family pictures IIWorking memoryAuditory• Letter-number sequencingVisual• Spatial span

WMS-IV(2009)Auditory memory• Logical memory I and II• Verbal paired associates I

and IIVisual memory• Visual reproduction I and II• Designs I and II (adult

battery only)Visual working memory(adult battery only)• Spatial addition (adult

battery only)• Symbol spanImmediate memory• Logical memory I• Verbal paired associates I• Visual reproduction IDelayed memory• Logical memory II• Verbal paired associates II• Visual reproduction II

Note. FSIQ = full scale IQ; PIQ = performance IQ; VIQ = verbal IQ; PSI = processing speed index; VCI = verbal comprehension index; PRI = perceptual reasoning index; POI = perceptual organization index; WMI = working memory index.

because they completed the WMS-IV Older Adult battery only. Thus, to date, no study has evalu-ated the factor structure of the WAIS-IV and WMS-IV in older adults.

MethodParticipants

The study presented here was approved by the Ethics Committee of the University of Ottawa. One hundred and forty-five (94 females: 65%) community dwelling people between 65 and 92 years of age (mean = 73.17 years, SD = 6.50) were recruited from diverse socioeconomic back-grounds, using advertisements in two free magazines for seniors and flyers in community cen-

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ters and subsidized housing buildings. Participants’ education ranged from 7 to 22 years (mean = 13.96 years, SD = 2.83); 2.1% of participants had Grade 8 or less, 13.8% had between Grade 9 and Grade 12, 33.1% had a high school diploma, 17.9% had some college or university, and 33.1% had a bachelor’s, graduate, or professional degree. The exclusion criteria included age younger than 65, lack of proficiency in English, diabetes, brain disease, chronic hepatitis, and presence of mental health problems such as anxiety and depression. Participants were compen-sated CAN$100. In the sample, 87.6% were Caucasian, 0.7% African American, 3.4% Asian, 4.8% South Asian, 0.7% Hispanic, and 2.8% were from a mixed background. Sixty-six percent of the sample reported experiencing memory problems.

The publisher’s normative sample consisted of 286 participants who completed both the WAIS-IV and the WMS-IV Older Adults battery. The mean age of participants in this subset of the normative sample was 78.78 years (SD = 6.91). In this sample, 17% of people had Grade 8 or less, 13% had between Grade 9 and Grade 12, 38% had a high school diploma, 19% had some college or university, and 13% had a bachelor’s, graduate, or professional degree.1

MeasuresWechsler Adult Intelligence Scale Fourth Edition. The 10 core subtests yield four index scores (verbal comprehension, perceptual reasoning, working memory, and processing speed), as well as Full-Scale IQ. The WAIS-IV was normed on 2,200 people aged 16 to 90 years old, 600 of whom were over the age of 65 (mean age of 75.68 years, SD = 7.68). In that sample, 14% of people had Grade 8 or less, 12% had between Grade 9 and Grade 12, 35% had a high school diploma, 20% had some college or some university education, and 19% had a bachelor’s, gradu-ate, or professional degree. Full Scale IQ construct validity was assessed by the publisher using a number of other cognitive measures including the WAIS-III (r = 0.94) and the subtests of the WMS-III (rs range from r = 0.34 to r = 0.69). For people 65 years of age and older, reliability coefficients for the WAIS-IV subtests range from r = 0.78 to r = 0.96 and for the WAIS-IV com-posite scores range from r = 0.91 to r = 0.98. The reliability coefficient for Full Scale IQ is r = 0.98 (Wechsler, 2008).

Wechsler Memory Scale Fourth Edition. The Older Adult battery (for people 65 to 90 years old) consists of seven subtests: logical memory 1 and 2, verbal paired associates 1 and 2, visual reproduction 1 and 2, and symbol span, yielding four indexes: auditory memory, visual memory, immediate memory, and delayed memory. The WMS-IV Older Adult battery was normed on 500 people aged 65 to 90 (mean age of 77.35 years, SD = 7.11). In that sample, 13% of people had Grade 8 or less, 13% had between Grade 9 and Grade 12, 35% had a high school diploma, 19% had some college or some university education, and 20% had a bachelor’s, graduate, or profes-sional degree. According to the publisher, the WAIS-IV FSIQ index’s correlations with the dif-ferent subtests of the WMS-IV Older Adult battery range from r = 0.44 to r = 0.62, and with the WMS-IV index scores range from r = 0.57 to r = 0.71. The reliability coefficients for the WMS-IV Older Adult battery subtests range from r = 0.74 to r = 0.96, and for the indexes range from r = 0.92 to r = 0.97.

AnalysesAnalyses of Variance. In order to determine how similar the normative data were to our new sample, we obtained the scaled scores (i.e., age-adjusted; mean = 10, SD = 3) for healthy older adults from the normative samples for the WAIS-IV (n = 600) and WMS-IV (n = 500) from the

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publisher. We compared their data against ours using a pair of mixed analyses of variance (ANO-VAs), one for WAIS-IV subtests and the other for WMS-IV subtests that were included in the factor analyses. We report effect sizes (Cohen’s d) in all post hoc comparisons to help interpret the practical significance of these findings: d = 0.2 is considered small, d = 0.5 moderate, and d = 0.8 is considered large (Cohen, 1988).

Correlations. Before proceeding with our factor analyses, we ran exploratory Pearson corre-lations among subtest scores (shown in Table 2). Following the procedure employed by Hold-nack et al. (2011), we omitted the immediate versions of the WMS-IV subtests (e.g., logical memory 1) from our analyses (see Holdnack et al., 2011).

Confirmatory Factor Analyses. We used AMOS-18 and AMOS-19 to discover the best fit for our four main a priori specified models. CFA is preferred over exploratory factor analysis when a specific theoretical model exists (Tabachnick & Fidel, 2007).

Invariance Analyses. We used AMOS-19 to test for strong factorial invariance across the two groups by specifying that factor loadings and intercepts to be equal (constraints were imposed on all factor loadings and latent factors in the model.)

Models. We began by replicating the typical model for WAIS-IV alone, given that the WAIS-IV model is very similar to its previous versions, and has been relatively well accepted. Higher-order models presented below include general ability as an overarching second-order factor, whereas first-order models do not. The typical WAIS model (shown in Figure 1) is a higher-order model (HO WAIS-IV), that includes a second-order general ability factor and first-order verbal comprehension (similarities, vocabulary, and information subtests), percep-tual reasoning (block design, matrix reasoning, and visual puzzles subtests), working mem-ory (arithmetic and digit span subtests), and processing speed (coding and symbol search subtests) factors. We also evaluated a first-order model of the WAIS-IV (FO WAIS-IV), which was identical to the higher-order model except that it did not include the second-order general ability factor. We examined the modification indices for potential cross-loading paths that would improve the model fit.

We then added scores from the WMS-IV to evaluate the best-fitting possible model advanced by Holdnack et al. (2011). First we tested the first-order model, which consisted of the same verbal comprehension, perceptual reasoning, working memory, and processing speed factors as the WAIS-IV only models, but also included the publisher’s delayed mem-ory factor from the WMS-IV (logical memory 2, verbal pairs 2 and visual reproduction 2 subtests) and added the symbol span subtest to the working memory factor. We examined the modification indices for cross-loading paths that would improve the model fit. In addition, we examined whether the cross-loadings described in Holdnack et al. (2011) would also improve the model fit in our models. The variants included freeing up the correlated unique-ness of error terms 8 and 9, which was also kept for all consequent variants (FOa. WAIS/WMS-IV), allowing the arithmetic subtest to cross-load on the verbal comprehension and working memory factors (FOb. WAIS/WMS-IV), allowing the logical memory 2 subtest to cross-load on the delayed memory and the verbal comprehension factors (FOc. WAIS/WMS-IV), allowing the visual reproduction 2 subtest to cross-load on the perceptual reason-ing and delayed memory factors (FOd. WAIS/WMS-IV), and allowing the visual reproduc-tion 2 subtest to cross-load on the perceptual reasoning and delayed memory factors and the symbol span subtest to cross-load on the delayed memory and the working memory factors (FOe. WAIS/WMS-IV; see Table 4).

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380

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.

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Miller et al. 381

We then evaluated a higher-order model for our sample by adding a second-order general abil-ity factor (HOa WAIS/WMS-IV; shown in Figure 2). This provided information regarding the statistical contribution of the general ability factor to the model fit.

Next, we conducted the same factor analyses on the normative sample, using the publisher’s data on the 286 older adults who completed both the WAIS-IV and the Older Adult battery of the WMS-IV (see Figure 3).

For all models, we used a χ2-test to evaluate goodness of fit (Byrne, 2001). However, because χ2 is potentially over-sensitive to larger sample sizes, we examined additional fit indices (as sug-gested by (Barrett, 2007; Byrne, 2001): the adjusted goodness-of-fit index (AGFI; Bentler, 1983), root mean squared error of approximation (RMSEA; Steiger, 1990), standardized root mean square residual (SRMR; Bentler & Wu, 1995), Tucker–Lewis nonnormed fit index (TLI; Tucker & Lewis, 1973), comparative fit index (CFI; Bentler, 1990), and Schwarz’s Bayesian information criterion (BIC; Schwartz, 1978). RMSEA indicates the extent of fit between the model and the population covariance matrix under optimal parameter values; adequate fit is indicated by RMSEA values of 0.05 or less. SRMR indicates the match between the observed and implied model covariance matrices; a good fit is indicated by smaller residuals; values less than 0.08 are considered a good fit (Hu & Bentler, 1999; Meade, Johnson, & Braddy, 2008). CFI reflects how well the hypothesized model fits with the independence model where all correla-tions among variables are zero; a good fit occurs when CFI is 0.95 or higher (Hu & Bentler, 1999). Smaller BIC values are preferred and a difference of more than 10 points in the indices suggests a better model fit (Raftery, 1993).

Figure 1. Higher-order model for the WAIS-IV using the present sample.

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ResultsANOVAOur sample’s WAIS-IV and WMS-IV scores are shown in Table 2. For WAIS-IV, a mixed 2 (sample: ours vs. normative) × 10 (subtest) ANOVA yielded no significant main effect of sample (F[1, 743] = 1.91, MSE = 46.47, p = .17), but a significant effect of subtest (F[9, 6687] = 6.50, MSE = 4.63, p < .001), and a significant interaction between sample and subtest (F[9, 6687] = 9.71, MSE = 4.63, p < .001). Post hoc independent t-tests with α Bonferroni corrected to 0.005 indicated that two of our sample’s subtest scores were significantly above the normative means (for all normative WAIS and WMS scaled scores, mean = 10 and SD = 3): Information (t[743] =3.07, p = .002, d = 0.31), and coding (t[743] = 5.10, p < .001, d = 0.49). Our sample’s vocabu-lary scores were marginally higher than the normative group’s (t[743] =2.78, p =.006, d = 0.26). The Cohen’s d values suggested that the differences between our sample and the normative data were small (on vocabulary and information) to moderate (on coding).

For WMS-IV, a mixed 2 (sample: independent versus normative) × 7 (subtest) ANOVA indi-cated a main effect of sample (F[1, 642] = 6.29, MSE= 30.33, p = .01), a main effect of subtest (F[6, 3852] = 17.70, MSE = 5.37, p < .001), and a significant interaction between sample and subtest (F[6, 3852] = 16.62, MSE = 5.37, p < 0.001). Post hoc independent t-tests (Bonferroni corrected to 0.007) showed that four of our scores were significantly above the normative mean: logical memory 1 (t[643] =4.05, p < .001, d = 0.38), logical memory 2 (t [643] =2.91, p = .004, d = 0.28), verbal paired associates 1 (t[643] =4.45, p < .001, d = .43), and Verbal Paired Associates 2 (t[643] =4.12, p < .001, d = 0.39); these differences were in the small-to-moderate range. One of our scores was significantly below the normative mean: visual reproduction 2 (t[643] = −4.27, p < .001, d = −0.39).

CorrelationsAs expected, all correlations among the subtests were positive and almost all were statistically significant (even when we used a stringent alpha level of 0.005, to adjust for multiple correla-tions), as shown in Table 2. Particularly high correlations occurred between scores that are part of the same index. For example, vocabulary and similarities both load on the verbal comprehen-sion index and yielded r = 0.64, and symbol search and coding both load on the processing speed index and yielded r = 0.59.

Confirmatory Factor AnalysisExamination of the WAIS-IV higher-order and first-order (HO WAIS-IV and FO WAIS-IV) models of our sample data (Figure 1 and Table 3) revealed a similar pattern. The fit statistics for the two models indicated a good fit for both as evident by CFI values close to 1, high TLI values, and RMSEA values close to and lower than 0.50. Evaluation of the modification indexes for both models did not suggest that allowing cross-loadings would significantly improve the model fit. The lower BIC value of the higher-order model was indicative of better fit for the more parsimonious model that included general ability as a second-order factor, thus we preferred the higher-order model.

When we examined the combined WAIS-IV/WMS-IV first-order model (Table 4), the fit statistics of the model were less than satisfactory as indicated by CFI and TLI values of less than 0.95, and a RMSEA of 0.077, which was higher than the suggested 0.05 or less. Examination of the fit indices suggested that freeing up the unique variances of two subtests within the same factor (symbol span and arithmetic, which loaded on the working memory

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factor) would significantly improve the model fit. Freeing up the two unique error variances let to a χ2 reduction of 22 points, df = 1, p < .001, and a higher CFI (0.940), higher TLI (0.917), and lower RMSEA (0.061). In addition, we examined if the cross-loadings described in Holdnack et al. (2011) will also improve the model fit in our models. Only one of the cross-loadings (allowing the visual reproduction subtest to cross-load on the perceptual reasoning and delayed memory factors) had a significant χ2 value, however, the factor loading was small (less than 0.25), thus we did not retain this path in our final model. We then evaluated a higher-order model for our sample by adding a second-order general ability factor (HOa WAIS/WMS-IV; shown in Figure 2). The fit statistics of the two models were comparable, however, similarly to the WAIS-IV only model, the BIC value favoured the more parsimonious higher-order model. Thus, in the end we retained the higher-order model with freed up unique error variances of the arithmetic and symbol span subtests (HOa WAIS/WMS-IV).

Once we had completed the analyses for our sample, we returned to the normative dataset and replicated our initial analyses with it (Figure 3 and Table 5). We found essentially the same pat-terns in the normative dataset as we found in our sample. That is, freeing up the unique error variances of the same two subtests significantly improved the model fit. In the normative sample model, the same cross-loading path led to a significant χ2 value (allowing the visual reproduction to cross-load on the perceptual reasoning and delayed memory factors). In this model, however,

Table 3 .First-Order and Higher-Order Models for the WAIS-IV Using the Present Sample.

Model χ2 df AGFI RMSEA SRMR CFI TLI BIC

FO WAIS-IV our sample

39.139 29 0.905 0.049 0.049 0.976 0.963 168.534

HO WAIS-IV our sample

42.860 31 0.901 0.052 0.052 0.972 0.960 162.301

Note. AGFI = adjusted goodness-of-fit index; RMSEA = root mean squared error of approximation; SRMR = standard-ized root mean square residual; CFI = comparative fit index; TLI = Tucker–Lewis nonnormed fit index; BIC = Schwarz’s Bayesian information criterion

Table 4. First-Order and Higher-Order Models for the WAIS-IV/WMS-IV Using the Present Sample.

Model χ2 df AGFI RMSEA SRMR CFI TLI BIC Δχ2 df p

FO WAIS/WMS-IV 123.693 67 0.835 0.077 0.064 0.904 0.870 312.809 FOa. WAIS/WMS-IV 101.767 66 0.856 0.061 0.061 0.940 0.917 295.859 21.926 1 .000FOb. WAIS/WMS-IV 101.525 65 0.854 0.062 0.061 0.938 0.914 300.594 0.242 1 .623FOc. WAIS/WMS-IV 101.212 65 0.855 0.062 0.060 0.939 0.914 300.281 0.555 1 .456FOd. WAIS/WMS-IV 97.317 65 0.860 0.059 0.058 0.945 0.924 296.386 4.450 1 .035FOe. WAIS/WMS-IV 96.348 64 0.859 0.059 0.057 0.945 0.922 300.394 0.969 1 .325HOa. WAIS/WMS-IV 110.216 71 0.855 0.062 0.062 0.934 0.915 279.425

a. Freeing up the correlated uniqueness of e8 and e9.b. Freeing up the correlated uniqueness of e8 and e9 and arithmetic cross-loads on working memory and verbal comprehension.c. Freeing up the correlated uniqueness of e8 and e9 and logical memory 2 cross-loads on delayed memory and verbal comprehension.d. Freeing up the correlated uniqueness of e8 and e9 and visual reproduction 2 cross-loads on delayed memory and perceptual reasoninge. Freeing up the correlated uniqueness of e8 and e9 and visual reproduction 2 cross-loads on delayed memory and perceptual reasoning and symbol span cross-loads on working memory and delayed memory.

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Figure 2. Higher-order model for the combined WAIS-IV and WMS-IV batteries for the present sample.

Figure 3. Higher-order model for the combined WAIS-IV and WMS-IV batteries for the normative sample.

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the factor loading was higher (0.38), thus we retained the cross-loading path in the model. Adding the general ability factor as a second-order factor in the model led to a better fitting model as indicated by the lower BIC value. The model that we retained was the higher-order model with freed up unique error variances for the arithmetic and symbol span subtests and a cross-loading of the visual reproduction subtest to the perceptual reasoning and delayed memory factors (HOd. WAIS/WMS-IV normative sample).

In addition to examining the factor structure of the WAIS-IV and WMS-IV batteries com-bined in our sample and the normative sample, we conducted analyses of invariance to test the assumption of equal variance across the two samples. We imposed equality of variance con-straints on all factor loadings and all latent variables, including the second-order general ability factor (Model 2; see Table 6). The model we used to test the equality of variance assumption was the most parsimonious higher-order model with freed up unique error variances for the arithme-tic and symbol span subtests. Results indicated that there was a statistically significant difference between Model 1 (the model with no constraints imposed) and Model 2, Δχ2 = 57.002, df = 16, p < .001, thus we failed to establish strong measurement invariance. Next, we removed the con-straints imposed on the second-order general ability factor to evaluate the contribution of the factor to the invariance in the model across the two samples and compared this model to Model 2. Results indicated that there was a statistically significant invariance across the two samples in their scores on the general ability factor, Δχ2 = 5.164, df = 1, p = .023. Next, we systematically evaluated the invariance in the other five factors by removing the equality constraints for one factor at a time (see Table 7). The only other factor for which results were statistically significant was the perceptual reasoning factor, Δχ2 = 7.624, df = 2, p = .022. Thus, we established weak measurement invariance between our sample and the normative sample, but failed to establish strong measurement invariance. The two factors contributing to the invariance in the most con-strained model were the general ability factor and the perceptual reasoning factor.

Table 5. First-Order and Higher-Order Models for the WAIS-IV/WMAS-IV Using the Normative Sample.

χ2 df AGFI RMSEA SRMR CFI TLI BIC Δχ2 df p

FO WAIS/WMS-IV 145.974 67 0.891 0.064 0.050 0.956 0.940 360.902 FOa. WAIS/WMS-IV 134.731 66 0.898 0.060 0.048 0.961 0.947 355.314 11.243 1 .000FOb. WAIS/WMS-IV 129.773 65 0.900 0.059 0.047 0.964 0.949 356.013 4.958 1 .026

r = 0.24FOc. WAIS/WMS-IV 128.572 65 0.902 0.059 0.047 0.964 0.950 354.812 6.159 1 .013

r = 0.27FOd. WAIS/WMS-IV 109.829 65 0.913 0.049 0.040 0.975 0.965 336.069 24.902 1 .000

r = 0.40FOe WAIS/WMS-IV 102.439 64 0.918 0.046 0.038 0.978 0.969 334.335 7.39 1 .007

r = 0.28HOd. WAIS/WMS-IV 121.757 70 0.914 0.051 0.044 0.971 0.962 319.717

a. Freeing up the correlated uniqueness of e8 and e9.b. Freeing up the correlated uniqueness of e8 and e9 and arithmetic cross-loads on working memory and verbal comprehension.c. Freeing up the correlated uniqueness of e8 and e9 and logical memory 2 cross-loads on delayed memory and verbal comprehension.d. Freeing up the correlated uniqueness of e8 and e9 and visual reproduction 2 cross-loads on delayed memory and perceptual reasoning.e. Freeing up the correlated uniqueness of e8 and e9 and visual reproduction 2 cross-loads on delayed memory and perceptual reasoning and symbol span cross-loads on working memory and delayed memory.

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Discussion

We collected independent evidence on the new WAIS-IV and WMS-IV for older adults. Our scaled scores for the WAIS-IV and WMS-IV subtests were relatively close to the published norms, albeit slightly higher. This finding is similar to many previous studies bringing commu-nity members into a university for testing (e.g., Glisky, Rubin, & Davidson, 2001; Salthouse, 2010; Soubelet & Salthouse, 2011; Tucker-Drob, 2011). We had a slightly younger, more highly educated sample than the WAIS and WMS normative groups. The largest differences between our sample and the normative one were for coding (d = 0.49) and verbal paired associates 1 (d = 0.43), but these were still only approximately half a standard deviation in size. Note too that our mean scaled scores were not always above the norm: visual reproduction 2 was significantly below the normative mean.

Our best-fitting models were very similar to the ones previously published in young and middle-aged people from the normative sample (Holdnack et al., 2011). This was the case even though we had to omit the designs and spatial addition WMS-IV subtests used by those authors, because those subtests are not part of the WMS-IV Older Adult battery. In addition, the freeing of the same unique error variance led to a significant improvement in the model fit in our sample and the normative sample. Once we had ascertained the best-fitting model for our data, we found that it also fit well with the normative data.

Thus, even though cognition declines with age (especially in memory and processing speed), the interrelations among the factors that make up the WAIS-IV and WMS-IV appear to remain relatively stable in aging. Consistent with this idea, Salthouse and Saklofske (2010) reported that the factor structure of the WAIS-IV normative sample data was similar in younger and older adults (e.g., see also (Bowden, Weiss, Holdnack, & Lloyd, 2006).

Table 6. Measurement Invariance Testing Between the Present and the Normative Sample.

Model Specifications χ2 df p

Model 1 No constraint 251.983 142 .000Model 2 Strong Invariance testing 308.985 158 .000Model 3 General ability factor constraint removed 303.821 157 .000Model 4 Verbal comprehension factor constraint removed 303.372 156 .000Model 5 Perceptual reasoning factor constraint removed 301.361 156 .000Model 6 Working memory factor constraint removed 303.510 156 .000Model 7 Processing speed factor constraint removed 303.813 156 .000Model 8 Delayed memory factor constraint removed 303.762 156 .000

Table 7. Invariance Testing, Comparisons Between Models.

Comparisons Δχ2 df p

Comparing Model 1 and Model 2 57.002 16 .000Comparing Model 3 and Model 2 5.164 1 .023Comparing Model 4 and Model 2 5.613 2 .060Comparing Model 5 and Model 2 7.624 2 .022Comparing Model 6 and Model 2 5.475 2 .065Comparing Model 7 and Model 2 5.172 2 .075Comparing Model 8 and Model 2 5.223 2 .073

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We were able to establish weak measurement invariance between our sample and the norma-tive sample, indicating that the factor loading variances remained the same across the two sam-ples. However, we failed to establish strong measurement invariance; the two factors contributing to the variability across the two samples were general ability and perceptual reasoning. This finding makes clear the need for new, independent samples to be collected and compared against the normative one.

Future WorkThe present study is the first to independently examine the factor structure of the combined WAIS-IV and WMS-IV Older Adult batteries. In future work, along with further replication of the aging findings in new datasets, we must also examine performance in dementia as well as in other (e.g., developmental and psychiatric) disorders. When constructing the new norms, the publisher screened out possibly impaired participants using a new brief cognitive status test. The publisher also provides normative data from people with Alzheimer’s disease and mild cognitive impairment, but these need to be supplemented by researchers in the field. For instance, only 36 people with MCI (collapsed across subtype) were administered the Older Adult WMS-IV (Wechsler, 2009). Arguably the best strategy would be to follow cognitively normal and mildly impaired participants for a few years and then retroactively exclude those who end up showing signs of dementia. Of course, very few studies do this, for reasons of feasibility.

Finally, further theoretical and empirical work is needed on WAIS-IV and WMS-IV. On a theoretical level, although both the WAIS and WMS have evolved to better conform to current theories of intelligence, cognition, and neuropsychology (Coalson et al., 2010; Drozdick, Wahlstrom, Zhu, & Weiss, 2012; Kaufman, 2010), in particular the WAIS remains the focus of considerable controversy. For example, many researchers have argued that the WAIS is better described by the Cattell–Horn–Carroll theory than by the model outlined in the Wechsler manual (e.g., Benson et al., 2010; Ward, Bergman, & Hebert, 2012); for a review, see (McGrew, 2009), but there is still disagreement over this issue, and competing theories and measures of intelli-gence exist (e.g., Reynolds & Kamphaus, 2003).

On an empirical level, our confirmatory analyses were guided by Holdnak et al. (2011), but we needed to make adjustments to our models because the WMS-IV Older Adult battery does not include two of the subtests used in the general WMS-IV battery that Holdnack et al. used in their study. Thus, we could not test all their possible models. Thus, future work using both the Older Adult and the standard WMS-IV battery is potentially fruitful. Not only confirmatory, but also further exploratory factor analyses (especially with cognitively-impaired groups) will likely be useful. Exploratory factor analyses have yielded several interesting findings with previous edi-tions of the WAIS and WMS (e.g. Bowden et al., 1999; Bowden et al., 2001; Burton, Ryan, Axelrod, Schellenberger, & Richards, 2003; Millis, Malina, Bowers, & Ricker, 1999; Price, Tulsky, Millis, & Weiss, 2002; Tulsky & Price, 2003), and it is likely that such work with the new versions will too.

Declaration of Conflicting Interests

The authors declared no potential conflicts of interest with respect to the research, authorship, and/or pub-lication of this article.

Funding

The authors disclosed receipt of the following financial support for the research, authorship, and/or publi-cation of this article: This work was supported by grants from the Natural Sciences and Engineering Research Council of Canada (D. M., P. D., C.M.).

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Note

1. In the normative sample, the education level of participants was entered as a categorical variable, which is why means and standard deviations are not reported. Overall, our sample appears to have been slightly younger and more highly educated than the normative one(s).

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