WFDDX vs. VASGX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Performance
WFDDX vs. VASGX - Performance Comparison
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WFDDX vs. VASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | -5.44% | 5.51% | 18.05% | 20.25% | -37.83% | -6.10% | 61.81% | 61.34% | -6.95% | 29.27% |
VASGX Vanguard LifeStrategy Growth Fund | -1.30% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 23.14% | -6.89% | 19.21% |
Returns By Period
In the year-to-date period, WFDDX achieves a -5.44% return, which is significantly lower than VASGX's -1.30% return. Over the past 10 years, WFDDX has outperformed VASGX with an annualized return of 11.17%, while VASGX has yielded a comparatively lower 9.75% annualized return.
WFDDX
- 1D
- 5.02%
- 1M
- -7.37%
- YTD
- -5.44%
- 6M
- -5.97%
- 1Y
- 10.89%
- 3Y*
- 8.43%
- 5Y*
- -3.02%
- 10Y*
- 11.17%
VASGX
- 1D
- 2.35%
- 1M
- -5.12%
- YTD
- -1.30%
- 6M
- 1.07%
- 1Y
- 18.07%
- 3Y*
- 14.25%
- 5Y*
- 7.43%
- 10Y*
- 9.75%
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WFDDX vs. VASGX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Return for Risk
WFDDX vs. VASGX — Risk / Return Rank
WFDDX
VASGX
WFDDX vs. VASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX). 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.
| WFDDX | VASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.39 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.99 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.29 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.97 | -1.22 |
Martin ratioReturn relative to average drawdown | 2.63 | 8.76 | -6.13 |
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
| WFDDX | VASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.39 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.59 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.73 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.56 | -0.19 |
Correlation
The correlation between WFDDX and VASGX is 0.85, 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
WFDDX vs. VASGX - Dividend Comparison
WFDDX's dividend yield for the trailing twelve months is around 18.16%, more than VASGX's 4.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | 18.16% | 17.17% | 9.33% | 0.00% | 1.35% | 36.45% | 4.93% | 26.87% | 19.12% | 17.95% | 1.32% | 8.92% |
VASGX Vanguard LifeStrategy Growth Fund | 4.15% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Drawdowns
WFDDX vs. VASGX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -59.22%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for WFDDX and VASGX.
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Drawdown Indicators
| WFDDX | VASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.22% | -51.16% | -8.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -9.40% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -59.22% | -24.43% | -34.79% |
Max Drawdown (10Y)Largest decline over 10 years | -59.22% | -28.53% | -30.69% |
Current DrawdownCurrent decline from peak | -37.02% | -6.01% | -31.01% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -7.29% | -8.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.11% | +2.09% |
Volatility
WFDDX vs. VASGX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 10.27% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 5.11%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFDDX | VASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 5.11% | +5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 8.07% | +8.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 13.38% | +11.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 12.71% | +20.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 13.44% | +15.71% |