EKWAX vs. VOO
Compare and contrast key facts about Allspring Precious Metals Fund (EKWAX) and Vanguard S&P 500 ETF (VOO).
EKWAX 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.
Performance
EKWAX vs. VOO - Performance Comparison
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EKWAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 8.92% | 163.65% | 21.28% | 8.83% | -7.75% | -11.00% | 24.40% | 40.35% | -12.83% | 9.66% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, EKWAX achieves a 8.92% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, EKWAX has outperformed VOO with an annualized return of 18.20%, while VOO has yielded a comparatively lower 14.14% annualized return.
EKWAX
- 1D
- 6.98%
- 1M
- -18.83%
- YTD
- 8.92%
- 6M
- 26.99%
- 1Y
- 114.34%
- 3Y*
- 49.72%
- 5Y*
- 27.92%
- 10Y*
- 18.20%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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EKWAX vs. VOO - Expense Ratio Comparison
EKWAX has a 1.09% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
EKWAX vs. VOO — Risk / Return Rank
EKWAX
VOO
EKWAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) 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.
| EKWAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 1.01 | +1.62 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.53 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.23 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 4.00 | 1.55 | +2.45 |
Martin ratioReturn relative to average drawdown | 14.89 | 7.31 | +7.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EKWAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 1.01 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.71 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.79 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.83 | -0.50 |
Correlation
The correlation between EKWAX and VOO is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EKWAX vs. VOO - Dividend Comparison
EKWAX's dividend yield for the trailing twelve months is around 1.10%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 1.10% | 1.19% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
EKWAX vs. VOO - Drawdown Comparison
The maximum EKWAX drawdown since its inception was -76.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EKWAX and VOO.
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Drawdown Indicators
| EKWAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.76% | -33.99% | -42.77% |
Max Drawdown (1Y)Largest decline over 1 year | -29.03% | -11.98% | -17.05% |
Max Drawdown (5Y)Largest decline over 5 years | -42.79% | -24.52% | -18.27% |
Max Drawdown (10Y)Largest decline over 10 years | -49.23% | -33.99% | -15.24% |
Current DrawdownCurrent decline from peak | -19.01% | -5.55% | -13.46% |
Average DrawdownAverage peak-to-trough decline | -32.85% | -3.72% | -29.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.81% | 2.55% | +5.26% |
Volatility
EKWAX vs. VOO - Volatility Comparison
Allspring Precious Metals Fund (EKWAX) has a higher volatility of 17.42% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that EKWAX'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.
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Volatility by Period
| EKWAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.42% | 5.34% | +12.08% |
Volatility (6M)Calculated over the trailing 6-month period | 36.22% | 9.47% | +26.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.87% | 18.11% | +25.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.80% | 16.82% | +15.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.17% | 17.99% | +15.18% |