EKWAX vs. VYM
Compare and contrast key facts about Allspring Precious Metals Fund (EKWAX) and Vanguard High Dividend Yield ETF (VYM).
EKWAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKWAX or VYM.
Correlation
The correlation between EKWAX and VYM is 0.26, 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.
Performance
EKWAX vs. VYM - Performance Comparison
Key characteristics
EKWAX:
2.13
VYM:
0.53
EKWAX:
2.88
VYM:
0.94
EKWAX:
1.38
VYM:
1.13
EKWAX:
1.61
VYM:
0.66
EKWAX:
10.12
VYM:
2.59
EKWAX:
6.97%
VYM:
3.68%
EKWAX:
30.75%
VYM:
15.86%
EKWAX:
-77.82%
VYM:
-56.98%
EKWAX:
-2.46%
VYM:
-6.29%
Returns By Period
In the year-to-date period, EKWAX achieves a 52.93% return, which is significantly higher than VYM's -0.80% return. Over the past 10 years, EKWAX has outperformed VYM with an annualized return of 11.26%, while VYM has yielded a comparatively lower 9.50% annualized return.
EKWAX
52.93%
15.50%
38.30%
64.70%
11.58%
11.26%
VYM
-0.80%
2.49%
-3.74%
8.38%
13.75%
9.50%
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EKWAX vs. VYM - Expense Ratio Comparison
EKWAX has a 1.09% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
EKWAX vs. VYM — Risk-Adjusted Performance Rank
EKWAX
VYM
EKWAX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) and Vanguard High Dividend Yield ETF (VYM). 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
EKWAX vs. VYM - Dividend Comparison
EKWAX's dividend yield for the trailing twelve months is around 0.55%, less than VYM's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 0.55% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.93% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
EKWAX vs. VYM - Drawdown Comparison
The maximum EKWAX drawdown since its inception was -77.82%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for EKWAX and VYM. For additional features, visit the drawdowns tool.
Volatility
EKWAX vs. VYM - Volatility Comparison
Allspring Precious Metals Fund (EKWAX) has a higher volatility of 11.90% compared to Vanguard High Dividend Yield ETF (VYM) at 5.27%. This indicates that EKWAX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.