WFIOX vs. DFIEX
Compare and contrast key facts about Allspring Index Fund (WFIOX) and DFA International Core Equity Portfolio I (DFIEX).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
WFIOX vs. DFIEX - Performance Comparison
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WFIOX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | -4.41% | 17.57% | 24.66% | 26.01% | -18.30% | 28.34% | 17.74% | 31.55% | -4.49% | 21.59% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, WFIOX achieves a -4.41% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, WFIOX has outperformed DFIEX with an annualized return of 13.83%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
WFIOX
- 1D
- 2.91%
- 1M
- -5.05%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 17.02%
- 3Y*
- 18.00%
- 5Y*
- 11.51%
- 10Y*
- 13.83%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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WFIOX vs. DFIEX - Expense Ratio Comparison
WFIOX has a 0.25% expense ratio, which is higher than DFIEX's 0.24% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WFIOX vs. DFIEX — Risk / Return Rank
WFIOX
DFIEX
WFIOX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| WFIOX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.95 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.55 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.39 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.57 | -1.08 |
Martin ratioReturn relative to average drawdown | 7.16 | 10.07 | -2.91 |
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
| WFIOX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.95 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.60 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.59 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.35 | +0.14 |
Correlation
The correlation between WFIOX and DFIEX is 0.79, 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
WFIOX vs. DFIEX - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 7.37%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 7.37% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
WFIOX vs. DFIEX - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -54.40%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WFIOX and DFIEX.
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Drawdown Indicators
| WFIOX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -62.22% | +7.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.01% | -1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -28.66% | +4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -41.04% | +7.10% |
Current DrawdownCurrent decline from peak | -6.27% | -7.75% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -9.70% | -12.26% | +2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.81% | -0.28% |
Volatility
WFIOX vs. DFIEX - Volatility Comparison
The current volatility for Allspring Index Fund (WFIOX) is 5.33%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that WFIOX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFIOX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 7.09% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 10.45% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 15.90% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 15.65% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 16.35% | +1.77% |