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.
Performance
WFDDX vs. VOO - Performance Comparison
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WFDDX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, WFDDX achieves a -5.44% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, WFDDX has underperformed VOO with an annualized return of 11.17%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
WFDDX vs. VOO — Risk / Return Rank
WFDDX
VOO
WFDDX vs. VOO - Risk-Adjusted Trends 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.
| WFDDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.01 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.53 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.55 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.63 | 7.31 | -4.68 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.01 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.71 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.79 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
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.
Dividends
WFDDX vs. VOO - Dividend Comparison
WFDDX's dividend yield for the trailing twelve months is around 18.16%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
WFDDX vs. VOO - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -59.22%, 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.
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Drawdown Indicators
| WFDDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.22% | -33.99% | -25.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -11.98% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -59.22% | -24.52% | -34.70% |
Max Drawdown (10Y)Largest decline over 10 years | -59.22% | -33.99% | -25.23% |
Current DrawdownCurrent decline from peak | -37.02% | -5.55% | -31.47% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -3.72% | -12.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.55% | +1.65% |
Volatility
WFDDX vs. VOO - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 10.27% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| WFDDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 5.34% | +4.93% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 9.47% | +6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 18.11% | +6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 16.82% | +16.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 17.99% | +11.16% |