VFTAX vs. WFMIX
Compare and contrast key facts about Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
VFTAX is managed by Vanguard. It was launched on Feb 7, 2019. WFMIX is managed by Allspring Global Investments.
Performance
VFTAX vs. WFMIX - Performance Comparison
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VFTAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | -7.52% | 17.25% | 25.97% | 31.78% | -24.22% | 27.70% | 22.63% | 23.59% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 26.51% |
Returns By Period
In the year-to-date period, VFTAX achieves a -7.52% return, which is significantly lower than WFMIX's 3.16% return.
VFTAX
- 1D
- 3.30%
- 1M
- -5.55%
- YTD
- -7.52%
- 6M
- -5.72%
- 1Y
- 15.05%
- 3Y*
- 17.90%
- 5Y*
- 10.43%
- 10Y*
- —
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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VFTAX vs. WFMIX - Expense Ratio Comparison
VFTAX has a 0.14% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
VFTAX vs. WFMIX — Risk / Return Rank
VFTAX
WFMIX
VFTAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.
| VFTAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.67 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.07 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.06 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.15 | 3.71 | +1.44 |
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
| VFTAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.67 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.46 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.45 | +0.24 |
Correlation
The correlation between VFTAX and WFMIX is 0.75, 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
VFTAX vs. WFMIX - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 0.96%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.96% | 0.85% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
VFTAX vs. WFMIX - Drawdown Comparison
The maximum VFTAX drawdown since its inception was -34.20%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for VFTAX and WFMIX.
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Drawdown Indicators
| VFTAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.20% | -52.70% | +18.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -11.57% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -22.13% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.80% | — |
Current DrawdownCurrent decline from peak | -8.93% | -6.87% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -7.53% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 3.30% | -0.18% |
Volatility
VFTAX vs. WFMIX - Volatility Comparison
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 5.93% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.58%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFTAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 5.58% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 10.53% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 17.51% | +2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 17.17% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 18.87% | +2.05% |