SGRNX vs. VUG

In the year-to-date period, SGRNX achieves a 2.23% return, which is significantly higher than VUG's 0.79% return. Over the past 10 years, SGRNX has underperformed VUG with an annualized return of 12.46%, while VUG has yielded a comparatively higher 15.26% annualized return.

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SGRNX has a 0.75% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Growth Fund (SGRNX) and Vanguard Growth ETF (VUG). 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.

The current SGRNX Sharpe Ratio is 0.55, which is comparable to the VUG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SGRNX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGRNX's dividend yield for the trailing twelve months is around 21.25%, more than VUG's 0.47% yield.

The maximum SGRNX drawdown since its inception was -52.44%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SGRNX and VUG.

Allspring Growth Fund (SGRNX) and Vanguard Growth ETF (VUG) have volatilities of 5.57% and 5.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.