SENAX vs. VOT
SENAX (Allspring Discovery Mid Cap Growth Fund) and VOT (Vanguard Mid-Cap Growth ETF) are both Mid Cap Growth Equities funds. Over the past 10 years, SENAX returned 10.75%/yr vs 11.66%/yr for VOT. Their 0.95 correlation means they have historically moved very closely together. SENAX charges 1.18%/yr vs 0.05%/yr for VOT.
Performance
SENAX vs. VOT - Performance Comparison
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Returns By Period
In the year-to-date period, SENAX achieves a 4.63% return, which is significantly lower than VOT's 6.22% return. Over the past 10 years, SENAX has underperformed VOT with an annualized return of 10.75%, while VOT has yielded a comparatively higher 11.66% annualized return.
SENAX
- 1D
- 2.98%
- 1M
- -4.22%
- 6M
- 6.27%
- YTD
- 4.63%
- 1Y
- 6.22%
- 3Y*
- 13.28%
- 5Y*
- -0.73%
- 10Y*
- 10.75%
- ALL TIME*
- 7.24%
VOT
- 1D
- 0.21%
- 1M
- -1.91%
- 6M
- 7.03%
- YTD
- 6.22%
- 1Y
- 4.08%
- 3Y*
- 12.46%
- 5Y*
- 4.89%
- 10Y*
- 11.66%
- ALL TIME*
- 9.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $53.27M | $59.32M | $61.74M |
SENAX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 4.63% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
VOT Vanguard Mid-Cap Growth ETF | 6.22% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Correlation
The correlation between SENAX and VOT is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 2006 | 0.95 |
The correlation between SENAX and VOT has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SENAX | VOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.14 | +0.18 |
| Martin ratioReturn relative to average drawdown | 1.03 | 0.40 | +0.63 |
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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 (3Y)Largest decline over 3 years | -27.44% | -21.77% | -5.67% |
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 | -15.58% | -3.52% | -12.06% |
Average DrawdownAverage peak-to-trough decline | -17.68% | -9.90% | -7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 5.42% | -1.28% |
Volatility
SENAX vs. VOT - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 6.07% compared to Vanguard Mid-Cap Growth ETF (VOT) at 4.19%. 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 | 6.07% | 4.19% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 16.99% | 13.89% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.46% | 17.20% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.94% | 21.56% | +7.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.91% | 21.02% | +4.89% |
SENAX vs. VOT - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than VOT's 0.05% expense ratio.
Dividends
SENAX vs. VOT - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 11.53%, more than VOT's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 11.53% | 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 | 0.62% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Frequently Asked Questions
With a correlation of 0.95, SENAX and VOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SENAX has higher volatility (6.07%) compared to VOT (4.19%). In terms of maximum drawdown, SENAX dropped -58.34% vs VOT's -60.16%.
SENAX currently has the higher Sharpe Ratio (0.21 vs 0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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