SOPVX vs. VIGAX
SOPVX (Allspring Opportunity Fund) and VIGAX (Vanguard Growth Index Fund Admiral Shares) are both Large Cap Growth Equities funds. Over the past 10 years, SOPVX returned 12.84%/yr vs 18.13%/yr for VIGAX. Their correlation of 0.91 suggests significant overlap in exposure. SOPVX charges 1.18%/yr vs 0.05%/yr for VIGAX.
Performance
SOPVX vs. VIGAX - Performance Comparison
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Returns By Period
In the year-to-date period, SOPVX achieves a 8.54% return, which is significantly higher than VIGAX's 7.19% return. Over the past 10 years, SOPVX has underperformed VIGAX with an annualized return of 12.84%, while VIGAX has yielded a comparatively higher 18.13% annualized return.
SOPVX
- 1D
- 1.48%
- 1M
- 1.25%
- YTD
- 8.54%
- 6M
- 7.82%
- 1Y
- 17.93%
- 3Y*
- 13.57%
- 5Y*
- 8.14%
- 10Y*
- 12.84%
VIGAX
- 1D
- 1.71%
- 1M
- -0.56%
- YTD
- 7.19%
- 6M
- 6.57%
- 1Y
- 25.66%
- 3Y*
- 23.75%
- 5Y*
- 14.14%
- 10Y*
- 18.13%
SOPVX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | 8.54% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.34% | 19.97% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 7.19% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Correlation
The correlation between SOPVX and VIGAX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.91 |
The correlation between SOPVX and VIGAX has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
SOPVX vs. VIGAX — Risk / Return Rank
SOPVX
VIGAX
SOPVX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SOPVX | VIGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.52 | -0.04 |
| Martin ratioReturn relative to average drawdown | 5.94 | 5.24 | +0.70 |
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Drawdowns
SOPVX vs. VIGAX - Drawdown Comparison
The maximum SOPVX drawdown since its inception was -56.27%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for SOPVX and VIGAX.
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Drawdown Indicators
| SOPVX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.27% | -50.66% | -5.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -16.51% | +4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -22.17% | -23.04% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -35.63% | +1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -35.63% | +0.12% |
Current DrawdownCurrent decline from peak | -1.22% | -3.55% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -11.94% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 4.79% | -1.78% |
Volatility
SOPVX vs. VIGAX - Volatility Comparison
The current volatility for Allspring Opportunity Fund (SOPVX) is 5.62%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 6.58%. This indicates that SOPVX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOPVX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 6.58% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 13.43% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.23% | 16.81% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 22.48% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 21.66% | -1.70% |
SOPVX vs. VIGAX - Expense Ratio Comparison
SOPVX has a 1.18% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Dividends
SOPVX vs. VIGAX - Dividend Comparison
SOPVX's dividend yield for the trailing twelve months is around 8.35%, more than VIGAX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | 8.35% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.37% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Frequently Asked Questions
SOPVX and VIGAX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIGAX has higher volatility (6.58%) compared to SOPVX (5.62%). In terms of maximum drawdown, SOPVX dropped -56.27% vs VIGAX's -50.66%.
VIGAX currently has the higher Sharpe Ratio (1.50 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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