SCVAX vs. VOO
Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and Vanguard S&P 500 ETF (VOO).
SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCVAX or VOO.
Correlation
The correlation between SCVAX and VOO is 0.80, 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
SCVAX vs. VOO - Performance Comparison
Key characteristics
SCVAX:
0.39
VOO:
1.98
SCVAX:
0.69
VOO:
2.65
SCVAX:
1.09
VOO:
1.36
SCVAX:
0.45
VOO:
2.98
SCVAX:
1.18
VOO:
12.44
SCVAX:
6.57%
VOO:
2.02%
SCVAX:
19.73%
VOO:
12.69%
SCVAX:
-73.54%
VOO:
-33.99%
SCVAX:
-13.01%
VOO:
0.00%
Returns By Period
In the year-to-date period, SCVAX achieves a 2.97% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, SCVAX has underperformed VOO with an annualized return of 6.27%, while VOO has yielded a comparatively higher 13.30% annualized return.
SCVAX
2.97%
0.68%
-1.47%
3.23%
6.16%
6.27%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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SCVAX vs. VOO - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SCVAX vs. VOO — Risk-Adjusted Performance Rank
SCVAX
VOO
SCVAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) and Vanguard S&P 500 ETF (VOO). 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
SCVAX vs. VOO - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 1.19%, which matches VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 1.19% | 1.23% | 0.78% | 0.00% | 0.23% | 0.39% | 0.48% | 0.71% | 0.31% | 0.04% | 0.14% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SCVAX vs. VOO - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -73.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCVAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SCVAX vs. VOO - Volatility Comparison
Allspring Small Company Value Fund (SCVAX) has a higher volatility of 3.65% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that SCVAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.