SCSAX vs. SPY
Compare and contrast key facts about Allspring Common Stock Fund (SCSAX) and State Street SPDR S&P 500 ETF (SPY).
SCSAX is managed by Allspring Global Investments. It was launched on Nov 30, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
SCSAX vs. SPY - Performance Comparison
Loading graphics...
SCSAX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCSAX Allspring Common Stock Fund | -6.69% | 1.44% | 6.51% | 15.90% | -17.71% | 21.14% | 15.34% | 47.23% | -10.02% | 17.54% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, SCSAX achieves a -6.69% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, SCSAX has underperformed SPY with an annualized return of 8.90%, while SPY has yielded a comparatively higher 13.98% annualized return.
SCSAX
- 1D
- -1.08%
- 1M
- -10.28%
- YTD
- -6.69%
- 6M
- -4.29%
- 1Y
- 3.75%
- 3Y*
- 3.24%
- 5Y*
- 1.65%
- 10Y*
- 8.90%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCSAX vs. SPY - Expense Ratio Comparison
SCSAX has a 1.25% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
SCSAX vs. SPY — Risk / Return Rank
SCSAX
SPY
SCSAX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Common Stock Fund (SCSAX) and State Street SPDR S&P 500 ETF (SPY). 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.
| SCSAX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.93 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.45 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.53 | -1.41 |
Martin ratioReturn relative to average drawdown | 0.39 | 7.30 | -6.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCSAX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.93 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.69 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.56 | -0.20 |
Correlation
The correlation between SCSAX and SPY is 0.88, 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.
Dividends
SCSAX vs. SPY - Dividend Comparison
SCSAX's dividend yield for the trailing twelve months is around 4.73%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCSAX Allspring Common Stock Fund | 4.73% | 4.42% | 6.38% | 3.56% | 17.66% | 19.38% | 4.87% | 26.88% | 18.74% | 11.05% | 3.82% | 12.95% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
SCSAX vs. SPY - Drawdown Comparison
The maximum SCSAX drawdown since its inception was -53.49%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SCSAX and SPY.
Loading graphics...
Drawdown Indicators
| SCSAX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.49% | -55.19% | +1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.83% | -12.05% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -38.46% | -24.50% | -13.96% |
Max Drawdown (10Y)Largest decline over 10 years | -45.63% | -33.72% | -11.91% |
Current DrawdownCurrent decline from peak | -19.30% | -6.24% | -13.06% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -9.09% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 2.52% | +1.50% |
Volatility
SCSAX vs. SPY - Volatility Comparison
Allspring Common Stock Fund (SCSAX) has a higher volatility of 6.31% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that SCSAX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCSAX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.31% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 9.47% | +3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.97% | 19.05% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.65% | 17.06% | +6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 17.92% | +5.97% |