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 0.92, 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
Key characteristics
EKBAX:
1.15
VOO:
1.88
EKBAX:
1.58
VOO:
2.52
EKBAX:
1.22
VOO:
1.35
EKBAX:
1.42
VOO:
2.83
EKBAX:
5.29
VOO:
11.96
EKBAX:
3.54%
VOO:
2.00%
EKBAX:
16.30%
VOO:
12.70%
EKBAX:
-66.61%
VOO:
-33.99%
EKBAX:
-7.50%
VOO:
-3.91%
Returns By Period
In the year-to-date period, EKBAX achieves a 2.13% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, EKBAX has underperformed VOO with an annualized return of 4.88%, while VOO has yielded a comparatively higher 13.26% annualized return.
EKBAX
2.13%
-1.49%
-2.06%
18.62%
5.45%
4.88%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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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.
Dividends
EKBAX vs. VOO - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 0.30%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 0.30% | 0.31% | 0.90% | 1.07% | 0.51% | 1.17% | 1.42% | 1.11% | 1.37% | 1.76% | 1.06% | 0.90% |
VOO Vanguard S&P 500 ETF | 1.25% | 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 -66.61%, which is greater than VOO's maximum 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.
Volatility
EKBAX vs. VOO - Volatility Comparison
Allspring Diversified Capital Builder Fund (EKBAX) has a higher volatility of 7.50% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that EKBAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.