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EKBAX vs. SWPPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

EKBAX vs. SWPPX

Last updated May 12, 2025

Compare and contrast key facts about Allspring Diversified Capital Builder Fund (EKBAX) and Schwab S&P 500 Index Fund (SWPPX).

EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. SWPPX is managed by Charles Schwab.

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

Correlation

The correlation between EKBAX and SWPPX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

EKBAX vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Diversified Capital Builder Fund (EKBAX) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

EKBAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SWPPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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EKBAX vs. SWPPX - Expense Ratio Comparison

EKBAX has a 1.10% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

EKBAX
Allspring Diversified Capital Builder Fund
SWPPX
Schwab S&P 500 Index Fund

Risk-Adjusted Performance

EKBAX vs. SWPPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EKBAX
The Risk-Adjusted Performance Rank of EKBAX is 2020
Overall Rank
The Sharpe Ratio Rank of EKBAX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of EKBAX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of EKBAX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of EKBAX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of EKBAX is 2020
Martin Ratio Rank
SWPPX
The Risk-Adjusted Performance Rank of SWPPX is 6464
Overall Rank
The Sharpe Ratio Rank of SWPPX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SWPPX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of SWPPX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SWPPX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of SWPPX is 6464
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.

EKBAX vs. SWPPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Schwab S&P 500 Index Fund (SWPPX). 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

EKBAX vs. SWPPX - Dividend Comparison

EKBAX's dividend yield for the trailing twelve months is around 0.61%, while SWPPX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
EKBAX
Allspring Diversified Capital Builder Fund		0.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SWPPX
Schwab S&P 500 Index 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%

Drawdowns

EKBAX vs. SWPPX - Drawdown Comparison

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Volatility

EKBAX vs. SWPPX - Volatility Comparison

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