SENAX vs. VOT
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard Mid-Cap Growth ETF (VOT).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
SENAX vs. VOT - Performance Comparison
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SENAX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | -9.06% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
VOT Vanguard Mid-Cap Growth ETF | -7.62% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, SENAX achieves a -9.06% return, which is significantly lower than VOT's -7.62% return. Both investments have delivered pretty close results over the past 10 years, with SENAX having a 10.26% annualized return and VOT not far ahead at 10.62%.
SENAX
- 1D
- -1.54%
- 1M
- -11.15%
- YTD
- -9.06%
- 6M
- -11.07%
- 1Y
- 15.13%
- 3Y*
- 11.09%
- 5Y*
- -0.94%
- 10Y*
- 10.26%
VOT
- 1D
- 3.09%
- 1M
- -7.40%
- YTD
- -7.62%
- 6M
- -12.08%
- 1Y
- 5.90%
- 3Y*
- 10.49%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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SENAX vs. VOT - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
SENAX vs. VOT — Risk / Return Rank
SENAX
VOT
SENAX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard Mid-Cap Growth ETF (VOT). 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 | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.28 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.55 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.38 | +0.48 |
Martin ratioReturn relative to average drawdown | 3.02 | 1.20 | +1.82 |
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 | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.28 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.19 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.51 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.42 | -0.14 |
Correlation
The correlation between SENAX and VOT is 0.95, 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. VOT - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 13.27%, more than VOT's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 13.27% | 12.06% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% |
VOT Vanguard Mid-Cap Growth ETF | 0.72% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
SENAX vs. VOT - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for SENAX and VOT.
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Drawdown Indicators
| SENAX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -60.16% | +1.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -15.96% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -55.14% | -37.19% | -17.95% |
Max Drawdown (10Y)Largest decline over 10 years | -55.14% | -37.19% | -17.95% |
Current DrawdownCurrent decline from peak | -26.63% | -13.36% | -13.27% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -10.01% | -7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 5.10% | -1.21% |
Volatility
SENAX vs. VOT - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 7.31% compared to Vanguard Mid-Cap Growth ETF (VOT) at 6.50%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SENAX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 6.50% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 12.32% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 21.01% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.82% | 21.33% | +7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.70% | 20.92% | +4.78% |