Correlation
The correlation between SENAX and VOO is 0.85, 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.
SENAX vs. VOO
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard S&P 500 ETF (VOO).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. 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: SENAX or VOO.
Performance
SENAX vs. VOO - Performance Comparison
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Key characteristics
SENAX:
0.59
VOO:
0.74
SENAX:
0.88
VOO:
1.04
SENAX:
1.12
VOO:
1.15
SENAX:
0.36
VOO:
0.68
SENAX:
1.61
VOO:
2.58
SENAX:
8.59%
VOO:
4.93%
SENAX:
27.39%
VOO:
19.54%
SENAX:
-58.34%
VOO:
-33.99%
SENAX:
-19.88%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SENAX achieves a 4.87% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, SENAX has underperformed VOO with an annualized return of 9.06%, while VOO has yielded a comparatively higher 12.81% annualized return.
SENAX
4.87%
11.08%
-3.15%
16.06%
13.11%
6.37%
9.06%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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SENAX vs. VOO - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SENAX vs. VOO — Risk-Adjusted Performance Rank
SENAX
VOO
SENAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) 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.
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Dividends
SENAX vs. VOO - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 10.38%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 10.38% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% | 13.42% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SENAX vs. VOO - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SENAX and VOO.
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Volatility
SENAX vs. VOO - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 6.63% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that SENAX'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.
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