SENAX vs. IJH
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and iShares Core S&P Mid-Cap ETF (IJH).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Performance
SENAX vs. IJH - Performance Comparison
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SENAX vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | -5.13% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
IJH iShares Core S&P Mid-Cap ETF | 3.42% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, SENAX achieves a -5.13% return, which is significantly lower than IJH's 3.42% return. Both investments have delivered pretty close results over the past 10 years, with SENAX having a 10.73% annualized return and IJH not far behind at 10.57%.
SENAX
- 1D
- 4.33%
- 1M
- -7.38%
- YTD
- -5.13%
- 6M
- -6.94%
- 1Y
- 18.81%
- 3Y*
- 12.66%
- 5Y*
- -0.53%
- 10Y*
- 10.73%
IJH
- 1D
- 0.84%
- 1M
- -5.33%
- YTD
- 3.42%
- 6M
- 4.74%
- 1Y
- 17.69%
- 3Y*
- 12.37%
- 5Y*
- 6.75%
- 10Y*
- 10.57%
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SENAX vs. IJH - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than IJH's 0.05% expense ratio.
Return for Risk
SENAX vs. IJH — Risk / Return Rank
SENAX
IJH
SENAX vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and iShares Core S&P Mid-Cap ETF (IJH). 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.
| SENAX | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.84 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.32 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.29 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.90 | 5.56 | -0.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SENAX | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.84 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.34 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.50 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.44 | -0.16 |
Correlation
The correlation between SENAX and IJH is 0.87, 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
SENAX vs. IJH - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 12.72%, more than IJH's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 12.72% | 12.06% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% |
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Drawdowns
SENAX vs. IJH - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for SENAX and IJH.
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Drawdown Indicators
| SENAX | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -55.07% | -3.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -14.16% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -55.14% | -24.10% | -31.04% |
Max Drawdown (10Y)Largest decline over 10 years | -55.14% | -42.18% | -12.96% |
Current DrawdownCurrent decline from peak | -23.46% | -5.34% | -18.12% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -7.61% | -10.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 3.29% | +0.65% |
Volatility
SENAX vs. IJH - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 8.73% compared to iShares Core S&P Mid-Cap ETF (IJH) at 6.40%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SENAX | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.73% | 6.40% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 11.93% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 21.08% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 19.74% | +9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 21.16% | +4.57% |