WFDDX vs. VITSX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFDDX or VITSX.
Key characteristics
| WFDDX | VITSX | |
|---|---|---|
| YTD Return | 25.89% | 26.65% |
| 1Y Return | 46.16% | 38.75% |
| 3Y Return (Ann) | -15.32% | 8.85% |
| 5Y Return (Ann) | -1.79% | 15.45% |
| 10Y Return (Ann) | -0.67% | 12.94% |
| Sharpe Ratio | 2.73 | 3.22 |
| Sortino Ratio | 3.68 | 4.27 |
| Omega Ratio | 1.46 | 1.60 |
| Calmar Ratio | 0.80 | 4.77 |
| Martin Ratio | 17.48 | 20.95 |
| Ulcer Index | 2.75% | 1.95% |
| Daily Std Dev | 17.63% | 12.65% |
| Max Drawdown | -64.36% | -55.31% |
| Current Drawdown | -41.91% | 0.00% |
Correlation
The correlation between WFDDX and VITSX is 0.88, 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.
Performance
WFDDX vs. VITSX - Performance Comparison
The year-to-date returns for both investments are quite close, with WFDDX having a 25.89% return and VITSX slightly higher at 26.65%. Over the past 10 years, WFDDX has underperformed VITSX with an annualized return of -0.67%, while VITSX has yielded a comparatively higher 12.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WFDDX vs. VITSX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than VITSX's 0.03% expense ratio.
Risk-Adjusted Performance
WFDDX vs. VITSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). 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.
Dividends
WFDDX vs. VITSX - Dividend Comparison
WFDDX has not paid dividends to shareholders, while VITSX's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.26% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
WFDDX vs. VITSX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -64.36%, which is greater than VITSX's maximum drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for WFDDX and VITSX. For additional features, visit the drawdowns tool.
Volatility
WFDDX vs. VITSX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 5.61% compared to Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) at 4.03%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than VITSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.