SFAAX vs. VOO
Compare and contrast key facts about Allspring Index Asset Allocation Fund (SFAAX) and Vanguard S&P 500 ETF (VOO).
SFAAX is managed by Allspring Global Investments. It was launched on Nov 12, 1986. 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.
Performance
SFAAX vs. VOO - Performance Comparison
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SFAAX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SFAAX having a -4.35% return and VOO slightly lower at -4.42%. Over the past 10 years, SFAAX has underperformed VOO with an annualized return of 8.28%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SFAAX vs. VOO - Expense Ratio Comparison
SFAAX has a 1.08% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SFAAX vs. VOO — Risk / Return Rank
SFAAX
VOO
SFAAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Asset Allocation Fund (SFAAX) 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.
| SFAAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.98 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.50 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.53 | -0.35 |
Martin ratioReturn relative to average drawdown | 5.12 | 7.29 | -2.17 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.98 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.83 | -0.19 |
Correlation
The correlation between SFAAX and VOO is 0.96, 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. VOO - Dividend Comparison
SFAAX's dividend yield for the trailing twelve months is around 13.23%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SFAAX vs. VOO - Drawdown Comparison
The maximum SFAAX drawdown since its inception was -47.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SFAAX and VOO.
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Drawdown Indicators
| SFAAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.78% | -33.99% | -13.79% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -11.98% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -24.52% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -24.32% | -33.99% | +9.67% |
Current DrawdownCurrent decline from peak | -5.69% | -6.29% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -3.72% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.52% | -0.86% |
Volatility
SFAAX vs. VOO - Volatility Comparison
The current volatility for Allspring Index Asset Allocation Fund (SFAAX) is 2.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that SFAAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFAAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 5.29% | -2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 9.44% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 18.10% | -7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.35% | 16.82% | -5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.35% | 17.99% | -6.64% |