EKBAX vs. VOO
Compare and contrast key facts about Allspring Diversified Capital Builder Fund (EKBAX) and Vanguard S&P 500 ETF (VOO).
EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKBAX or VOO.
Correlation
The correlation between EKBAX and VOO 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
EKBAX vs. VOO - Performance Comparison
Loading data...
Key characteristics
EKBAX:
6.45%
VOO:
19.11%
EKBAX:
0.00%
VOO:
-33.99%
EKBAX:
0.00%
VOO:
-7.67%
Returns By Period
EKBAX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EKBAX vs. VOO - Expense Ratio Comparison
EKBAX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EKBAX vs. VOO — Risk-Adjusted Performance Rank
EKBAX
VOO
EKBAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
EKBAX vs. VOO - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 0.61%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EKBAX vs. VOO - Drawdown Comparison
The maximum EKBAX drawdown since its inception was 0.00%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EKBAX and VOO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
EKBAX vs. VOO - Volatility Comparison
Loading data...