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.
Performance
SCVAX vs. VOO - Performance Comparison
Loading graphics...
SCVAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 4.92% | 1.75% | 8.22% | 15.19% | -12.13% | 36.81% | 1.99% | 22.20% | -14.18% | 11.58% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SCVAX achieves a 4.92% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, SCVAX has underperformed VOO with an annualized return of 9.15%, while VOO has yielded a comparatively higher 14.14% annualized return.
SCVAX
- 1D
- -0.63%
- 1M
- -5.88%
- YTD
- 4.92%
- 6M
- 4.82%
- 1Y
- 15.14%
- 3Y*
- 9.55%
- 5Y*
- 5.18%
- 10Y*
- 9.15%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCVAX vs. VOO - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SCVAX vs. VOO — Risk / Return Rank
SCVAX
VOO
SCVAX vs. VOO - Risk-Adjusted Trends 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.
| SCVAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.01 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.53 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.55 | -0.57 |
Martin ratioReturn relative to average drawdown | 3.77 | 7.31 | -3.54 |
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
| SCVAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.01 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.71 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.79 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.83 | -0.39 |
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.
Dividends
SCVAX vs. VOO - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 5.60%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 5.60% | 5.88% | 8.23% | 0.77% | 4.33% | 6.02% | 0.39% | 0.48% | 0.71% | 0.30% | 0.04% | 0.13% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SCVAX vs. VOO - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -70.30%, 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.
Loading graphics...
Drawdown Indicators
| SCVAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -33.99% | -36.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.98% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -24.52% | -2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -46.64% | -33.99% | -12.65% |
Current DrawdownCurrent decline from peak | -6.92% | -5.55% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -3.72% | -6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.55% | +1.04% |
Volatility
SCVAX vs. VOO - Volatility Comparison
Allspring Small Company Value Fund (SCVAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.41% and 5.34%, 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.
Loading graphics...
Volatility by Period
| SCVAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 5.34% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 9.47% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 18.11% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 16.82% | +4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 17.99% | +5.24% |