WFDDX vs. VOO
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard S&P 500 ETF (VOO).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFDDX or VOO.
Correlation
The correlation between WFDDX and VOO is 0.82, 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. VOO - Performance Comparison
Key characteristics
WFDDX:
0.41
VOO:
1.88
WFDDX:
0.65
VOO:
2.53
WFDDX:
1.09
VOO:
1.35
WFDDX:
0.15
VOO:
2.81
WFDDX:
1.29
VOO:
11.78
WFDDX:
6.18%
VOO:
2.02%
WFDDX:
19.67%
VOO:
12.67%
WFDDX:
-64.36%
VOO:
-33.99%
WFDDX:
-47.33%
VOO:
0.00%
Returns By Period
In the year-to-date period, WFDDX achieves a 5.12% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, WFDDX has underperformed VOO with an annualized return of -1.46%, while VOO has yielded a comparatively higher 13.30% annualized return.
WFDDX
5.12%
0.90%
0.24%
9.59%
-3.82%
-1.46%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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WFDDX vs. VOO - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WFDDX vs. VOO — Risk-Adjusted Performance Rank
WFDDX
VOO
WFDDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
WFDDX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WFDDX vs. VOO - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -64.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WFDDX and VOO. For additional features, visit the drawdowns tool.
Volatility
WFDDX vs. VOO - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 4.72% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.