EVSAX vs. VYM
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard High Dividend Yield ETF (VYM).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. 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: EVSAX or VYM.
Correlation
The correlation between EVSAX and VYM is 0.89, 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.
Performance
EVSAX vs. VYM - Performance Comparison
Key characteristics
EVSAX:
1.25
VYM:
1.87
EVSAX:
1.62
VYM:
2.64
EVSAX:
1.25
VYM:
1.33
EVSAX:
1.11
VYM:
3.41
EVSAX:
5.38
VYM:
9.81
EVSAX:
3.44%
VYM:
2.08%
EVSAX:
14.84%
VYM:
10.91%
EVSAX:
-66.90%
VYM:
-56.98%
EVSAX:
-6.76%
VYM:
-1.29%
Returns By Period
In the year-to-date period, EVSAX achieves a 2.17% return, which is significantly lower than VYM's 4.49% return. Over the past 10 years, EVSAX has underperformed VYM with an annualized return of 5.50%, while VYM has yielded a comparatively higher 10.01% annualized return.
EVSAX
2.17%
-2.00%
2.61%
15.61%
5.94%
5.50%
VYM
4.49%
0.99%
7.53%
18.97%
10.82%
10.01%
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EVSAX vs. VYM - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
EVSAX vs. VYM — Risk-Adjusted Performance Rank
EVSAX
VYM
EVSAX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) 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
EVSAX vs. VYM - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 0.55%, less than VYM's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 0.55% | 0.56% | 0.76% | 0.92% | 0.67% | 1.72% | 1.83% | 1.28% | 0.88% | 1.02% | 1.39% | 1.11% |
VYM Vanguard High Dividend Yield ETF | 2.62% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
EVSAX vs. VYM - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -66.90%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for EVSAX and VYM. For additional features, visit the drawdowns tool.
Volatility
EVSAX vs. VYM - Volatility Comparison
Allspring Disciplined U.S. Core Fund (EVSAX) has a higher volatility of 3.56% compared to Vanguard High Dividend Yield ETF (VYM) at 2.55%. This indicates that EVSAX'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.