SOPVX vs. SPYG

In the year-to-date period, SOPVX achieves a -4.92% return, which is significantly lower than SPYG's 0.54% return. Over the past 10 years, SOPVX has underperformed SPYG with an annualized return of 0.03%, while SPYG has yielded a comparatively higher 14.63% annualized return.

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SOPVX has a 1.18% expense ratio, which is higher than SPYG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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 SOPVX Sharpe Ratio is -0.35, which is lower than the SPYG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of SOPVX and SPYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SOPVX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.61%.

The maximum SOPVX drawdown since its inception was -64.98%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for SOPVX and SPYG. For additional features, visit the drawdowns tool.

The current volatility for Allspring Opportunity Fund (SOPVX) is 5.43%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.83%. This indicates that SOPVX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.