EVSAX vs. VSTSX

Last updated Jun 4, 2026

EVSAX (Allspring Disciplined U.S. Core Fund) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Over the past 5 years, EVSAX returned 15.23%/yr vs 13.07%/yr for VSTSX. With a 0.98 correlation, they move nearly in lockstep. EVSAX charges 0.86%/yr vs 0.01%/yr for VSTSX.

Performance

EVSAX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with EVSAX having a 12.18% return and VSTSX slightly lower at 11.99%.

EVSAX

• 1D: 0.28%
• 1M: 5.86%
• YTD: 12.18%
• 6M: 12.41%
• 1Y: 30.01%
• 3Y*: 24.42%
• 5Y*: 15.23%
• 10Y*: 15.51%

VSTSX

• 1D: 0.24%
• 1M: 5.76%
• YTD: 11.99%
• 6M: 11.89%
• 1Y: 29.14%
• 3Y*: 22.38%
• 5Y*: 13.07%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EVSAX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EVSAX Allspring Disciplined U.S. Core Fund	12.18%	18.65%	29.20%	25.97%	-18.21%	30.35%	15.95%	31.87%	-8.43%	19.42%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	11.99%	17.16%	23.27%	26.54%	-19.49%	25.75%	21.02%	30.81%	-5.15%	20.21%

Correlation

The correlation between EVSAX and VSTSX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.98
Correlation (3Y) Calculated over the trailing 3-year period	0.98
Correlation (5Y) Calculated over the trailing 5-year period	0.98
Correlation (All Time) Calculated using the full available price history since Jan 4, 2017	0.98

The correlation between EVSAX and VSTSX has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.

Return for Risk

EVSAX vs. VSTSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVSAX

EVSAX Risk / Return Rank: 75
EVSAX Sharpe Ratio Rank: 77
EVSAX Sortino Ratio Rank: 69
EVSAX Omega Ratio Rank: 65
EVSAX Calmar Ratio Rank: 79
EVSAX Martin Ratio Rank: 86

VSTSX

VSTSX Risk / Return Rank: 72
VSTSX Sharpe Ratio Rank: 72
VSTSX Sortino Ratio Rank: 65
VSTSX Omega Ratio Rank: 63
VSTSX Calmar Ratio Rank: 75
VSTSX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVSAX vs. VSTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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.

	EVSAX	VSTSX	Difference
Sharpe ratio Return per unit of total volatility	2.54	2.47	+0.07
Sortino ratio Return per unit of downside risk	3.46	3.37	+0.09
Omega ratio Gain probability vs. loss probability	1.45	1.44	+0.01
Calmar ratio Return relative to maximum drawdown	3.57	3.38	+0.19
Martin ratio Return relative to average drawdown	16.43	15.60	+0.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVSAX vs. VSTSX - Sharpe Ratio Comparison

The current EVSAX Sharpe Ratio is 2.54, which is comparable to the VSTSX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of EVSAX and VSTSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EVSAX	VSTSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.54	2.47	+0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	0.76	+0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.85	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.80	-0.31

Drawdowns

EVSAX vs. VSTSX - Drawdown Comparison

The maximum EVSAX drawdown since its inception was -53.73%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for EVSAX and VSTSX.

Drawdown Indicators

	EVSAX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-53.73%	-34.97%	-18.76%
Max Drawdown (1Y) Largest decline over 1 year	-8.65%	-8.92%	+0.27%
Max Drawdown (3Y) Largest decline over 3 years	-19.00%	-19.36%	+0.36%
Max Drawdown (5Y) Largest decline over 5 years	-27.72%	-25.35%	-2.37%
Max Drawdown (10Y) Largest decline over 10 years	-33.03%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-9.74%	-4.89%	-4.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.87%	1.93%	-0.06%

Volatility

EVSAX vs. VSTSX - Volatility Comparison

Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) have volatilities of 2.94% and 2.95%, 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.

Volatility by Period

	EVSAX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.94%	2.95%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	9.19%	9.19%	0.00%
Volatility (1Y) Calculated over the trailing 1-year period	12.17%	12.19%	-0.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.57%	17.36%	+0.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.39%	18.76%	-0.37%

EVSAX vs. VSTSX - Expense Ratio Comparison

EVSAX has a 0.86% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

Dividends

EVSAX vs. VSTSX - Dividend Comparison

EVSAX's dividend yield for the trailing twelve months is around 4.94%, more than VSTSX's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EVSAX Allspring Disciplined U.S. Core Fund	4.94%	5.54%	6.61%	9.22%	14.46%	8.22%	9.22%	6.68%	7.11%	4.31%	2.43%	11.99%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.02%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EVSAX and VSTSX in my portfolio?

With a correlation of 0.98, EVSAX and VSTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, EVSAX or VSTSX?

VSTSX has higher volatility (2.95%) compared to EVSAX (2.94%). In terms of maximum drawdown, EVSAX dropped -53.73% vs VSTSX's -34.97%.

Which has better risk-adjusted returns?

EVSAX currently has the higher Sharpe Ratio (2.54 vs 2.47), 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.