Correlation
The correlation between EVSAX and SWPPX is 0.98, 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.
EVSAX vs. SWPPX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Schwab S&P 500 Index Fund (SWPPX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVSAX or SWPPX.
Performance
EVSAX vs. SWPPX - Performance Comparison
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Key characteristics
EVSAX:
0.77
SWPPX:
0.70
EVSAX:
1.14
SWPPX:
1.04
EVSAX:
1.16
SWPPX:
1.15
EVSAX:
0.77
SWPPX:
0.69
EVSAX:
2.87
SWPPX:
2.63
EVSAX:
5.06%
SWPPX:
4.92%
EVSAX:
20.04%
SWPPX:
19.78%
EVSAX:
-53.73%
SWPPX:
-55.06%
EVSAX:
-3.15%
SWPPX:
-3.42%
Returns By Period
In the year-to-date period, EVSAX achieves a 1.39% return, which is significantly higher than SWPPX's 1.05% return. Both investments have delivered pretty close results over the past 10 years, with EVSAX having a 12.28% annualized return and SWPPX not far ahead at 12.79%.
EVSAX
1.39%
6.56%
0.01%
15.23%
14.82%
16.64%
12.28%
SWPPX
1.05%
6.45%
-0.81%
13.73%
14.14%
15.91%
12.79%
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EVSAX vs. SWPPX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
EVSAX vs. SWPPX — Risk-Adjusted Performance Rank
EVSAX
SWPPX
EVSAX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
EVSAX vs. SWPPX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 6.52%, more than SWPPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 6.52% | 6.61% | 9.23% | 14.46% | 8.22% | 9.22% | 4.26% | 7.11% | 4.31% | 2.43% | 11.99% | 17.85% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
EVSAX vs. SWPPX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -53.73%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for EVSAX and SWPPX.
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Volatility
EVSAX vs. SWPPX - Volatility Comparison
Allspring Disciplined U.S. Core Fund (EVSAX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 4.66% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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