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:
-0.49
VOO:
0.54
SCVAX:
-0.55
VOO:
0.88
SCVAX:
0.93
VOO:
1.13
SCVAX:
-0.37
VOO:
0.55
SCVAX:
-0.99
VOO:
2.27
SCVAX:
11.65%
VOO:
4.55%
SCVAX:
23.89%
VOO:
19.19%
SCVAX:
-73.54%
VOO:
-33.99%
SCVAX:
-24.91%
VOO:
-9.90%
Returns By Period
In the year-to-date period, SCVAX achieves a -11.12% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, SCVAX has underperformed VOO with an annualized return of 4.65%, while VOO has yielded a comparatively higher 12.24% annualized return.
SCVAX
-11.12%
-3.76%
-16.91%
-10.89%
9.86%
4.65%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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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 1.38%, which matches VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 1.38% | 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 | 1.38% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.73% and 13.96%, 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.