EKWAX vs. VYM
EKWAX (Allspring Precious Metals Fund) and VYM (Vanguard High Dividend Yield ETF) are both funds - EKWAX is a Precious Metals fund managed by Allspring, while VYM is a Dividend fund tracking the FTSE High Dividend Yield Index. Over the past 10 years, EKWAX returned 10.94%/yr vs 11.68%/yr for VYM. Their 0.25 correlation means their historical movements had little consistent relationship. EKWAX charges 1.09%/yr vs 0.04%/yr for VYM.
Performance
EKWAX vs. VYM - Performance Comparison
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Returns By Period
In the year-to-date period, EKWAX achieves a -12.00% return, which is significantly lower than VYM's 14.80% return. Over the past 10 years, EKWAX has underperformed VYM with an annualized return of 10.94%, while VYM has yielded a comparatively higher 11.68% annualized return.
EKWAX
- 1D
- -3.19%
- 1M
- -5.94%
- 6M
- -18.62%
- YTD
- -12.00%
- 1Y
- 47.54%
- 3Y*
- 42.45%
- 5Y*
- 21.84%
- 10Y*
- 10.94%
- ALL TIME*
- 10.48%
VYM
- 1D
- 0.51%
- 1M
- 2.08%
- 6M
- 9.09%
- YTD
- 14.80%
- 1Y
- 25.54%
- 3Y*
- 17.71%
- 5Y*
- 12.36%
- 10Y*
- 11.68%
- ALL TIME*
- 9.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $204.09M | $201.36M | $203.61M |
EKWAX vs. VYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | -12.00% | 163.65% | 21.28% | 8.83% | -7.75% | -11.00% | 24.40% | 40.35% | -12.83% | 9.66% |
VYM Vanguard High Dividend Yield ETF | 14.80% | 15.42% | 17.60% | 6.57% | -0.43% | 26.20% | 1.15% | 24.06% | -5.92% | 16.42% |
Correlation
The correlation between EKWAX and VYM is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2006 | 0.25 |
The correlation between EKWAX and VYM shifts across timeframes, from 0.19 (10 years) to 0.37 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EKWAX vs. VYM — Risk / Return Rank
EKWAX
VYM
EKWAX vs. VYM - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EKWAX | VYM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.46 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 3.83 | -2.49 |
| Martin ratioReturn relative to average drawdown | 2.92 | 14.40 | -11.48 |
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Drawdowns
EKWAX vs. VYM - Drawdown Comparison
The maximum EKWAX drawdown since its inception was -76.76%, 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.
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Drawdown Indicators
| EKWAX | VYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.76% | -56.98% | -19.78% |
Max Drawdown (1Y)Largest decline over 1 year | -37.42% | -6.69% | -30.73% |
Max Drawdown (3Y)Largest decline over 3 years | -37.42% | -14.46% | -22.96% |
Max Drawdown (5Y)Largest decline over 5 years | -42.79% | -15.84% | -26.95% |
Max Drawdown (10Y)Largest decline over 10 years | -49.23% | -35.21% | -14.02% |
Current DrawdownCurrent decline from peak | -34.56% | -0.64% | -33.92% |
Average DrawdownAverage peak-to-trough decline | -32.76% | -7.14% | -25.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.11% | 1.78% | +15.33% |
Volatility
EKWAX vs. VYM - Volatility Comparison
Allspring Precious Metals Fund (EKWAX) has a higher volatility of 12.93% compared to Vanguard High Dividend Yield ETF (VYM) at 2.40%. 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.
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Volatility by Period
| EKWAX | VYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.93% | 2.40% | +10.53% |
Volatility (6M)Calculated over the trailing 6-month period | 38.65% | 7.43% | +31.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.82% | 10.19% | +36.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.43% | 13.87% | +20.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 16.30% | +17.09% |
EKWAX vs. VYM - Expense Ratio Comparison
EKWAX has a 1.09% expense ratio, which is higher than VYM's 0.04% expense ratio.
Dividends
EKWAX vs. VYM - Dividend Comparison
EKWAX's dividend yield for the trailing twelve months is around 1.36%, less than VYM's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 1.36% | 1.19% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.23% | 2.44% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% |
Frequently Asked Questions
EKWAX and VYM have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EKWAX has higher volatility (12.93%) compared to VYM (2.40%). In terms of maximum drawdown, EKWAX dropped -76.76% vs VYM's -56.98%.
VYM currently has the higher Sharpe Ratio (2.52 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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