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 MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SENAX or VOT.
Correlation
The correlation between SENAX and VOT is 0.86, 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
SENAX vs. VOT - Performance Comparison
Key characteristics
SENAX:
0.23
VOT:
0.48
SENAX:
0.51
VOT:
0.81
SENAX:
1.07
VOT:
1.11
SENAX:
0.16
VOT:
0.48
SENAX:
0.76
VOT:
1.79
SENAX:
8.17%
VOT:
5.87%
SENAX:
26.92%
VOT:
21.91%
SENAX:
-58.34%
VOT:
-60.17%
SENAX:
-28.67%
VOT:
-10.98%
Returns By Period
In the year-to-date period, SENAX achieves a -6.64% return, which is significantly lower than VOT's -2.84% return. Over the past 10 years, SENAX has underperformed VOT with an annualized return of 8.00%, while VOT has yielded a comparatively higher 9.55% annualized return.
SENAX
-6.64%
3.54%
-5.01%
5.63%
6.54%
8.00%
VOT
-2.84%
0.82%
-0.32%
9.29%
11.90%
9.55%
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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.
Risk-Adjusted Performance
SENAX vs. VOT — Risk-Adjusted Performance Rank
SENAX
VOT
SENAX vs. VOT - Risk-Adjusted Performance 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.
Dividends
SENAX vs. VOT - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 11.66%, more than VOT's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 11.66% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% | 13.42% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% |
Drawdowns
SENAX vs. VOT - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, roughly equal to the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for SENAX and VOT. For additional features, visit the drawdowns tool.
Volatility
SENAX vs. VOT - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 17.53% compared to Vanguard Mid-Cap Growth ETF (VOT) at 15.01%. 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.