SFAAX vs. VBIAX
Compare and contrast key facts about Allspring Index Asset Allocation Fund (SFAAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
SFAAX is managed by Allspring Global Investments. It was launched on Nov 12, 1986. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
SFAAX vs. VBIAX - Performance Comparison
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SFAAX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | -4.35% | 11.39% | 14.61% | 16.64% | -17.03% | 15.76% | 16.21% | 21.52% | -2.82% | 12.25% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -4.19% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 13.89% |
Returns By Period
The year-to-date returns for both investments are quite close, with SFAAX having a -4.35% return and VBIAX slightly higher at -4.19%. Over the past 10 years, SFAAX has underperformed VBIAX with an annualized return of 8.28%, while VBIAX has yielded a comparatively higher 8.77% annualized return.
SFAAX
- 1D
- -0.06%
- 1M
- -5.10%
- YTD
- -4.35%
- 6M
- -2.65%
- 1Y
- 8.86%
- 3Y*
- 10.59%
- 5Y*
- 6.04%
- 10Y*
- 8.28%
VBIAX
- 1D
- -0.06%
- 1M
- -5.43%
- YTD
- -4.19%
- 6M
- -2.40%
- 1Y
- 10.89%
- 3Y*
- 11.56%
- 5Y*
- 6.33%
- 10Y*
- 8.77%
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SFAAX vs. VBIAX - Expense Ratio Comparison
SFAAX has a 1.08% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Return for Risk
SFAAX vs. VBIAX — Risk / Return Rank
SFAAX
VBIAX
SFAAX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Asset Allocation Fund (SFAAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
| SFAAX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.01 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.51 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.31 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.12 | 6.22 | -1.10 |
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
| SFAAX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.01 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.58 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.60 | +0.04 |
Correlation
The correlation between SFAAX and VBIAX is 0.98, 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
SFAAX vs. VBIAX - Dividend Comparison
SFAAX's dividend yield for the trailing twelve months is around 13.23%, more than VBIAX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | 13.23% | 12.65% | 12.74% | 7.46% | 4.98% | 5.92% | 3.77% | 3.60% | 3.88% | 1.27% | 1.66% | 6.34% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.84% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
SFAAX vs. VBIAX - Drawdown Comparison
The maximum SFAAX drawdown since its inception was -47.78%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for SFAAX and VBIAX.
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Drawdown Indicators
| SFAAX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.78% | -35.90% | -11.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -7.78% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -21.53% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -24.32% | -22.78% | -1.54% |
Current DrawdownCurrent decline from peak | -5.69% | -5.83% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -4.47% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.64% | +0.02% |
Volatility
SFAAX vs. VBIAX - Volatility Comparison
The current volatility for Allspring Index Asset Allocation Fund (SFAAX) is 2.64%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 3.07%. This indicates that SFAAX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFAAX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 3.07% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 5.93% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 11.27% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.35% | 11.02% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.35% | 11.17% | +0.18% |