WFIOX vs. EVSAX
Compare and contrast key facts about Allspring Index Fund (WFIOX) and Allspring Disciplined U.S. Core Fund (EVSAX).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990.
Performance
WFIOX vs. EVSAX - Performance Comparison
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WFIOX vs. EVSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | -7.11% | 17.57% | 24.66% | 26.01% | -18.30% | 28.34% | 17.74% | 31.55% | -4.49% | 21.59% |
EVSAX Allspring Disciplined U.S. Core Fund | -6.75% | 18.65% | 29.20% | 25.97% | -18.21% | 30.35% | 15.95% | 31.87% | -8.43% | 20.47% |
Returns By Period
In the year-to-date period, WFIOX achieves a -7.11% return, which is significantly lower than EVSAX's -6.75% return. Both investments have delivered pretty close results over the past 10 years, with WFIOX having a 13.50% annualized return and EVSAX not far behind at 13.47%.
WFIOX
- 1D
- -0.40%
- 1M
- -7.69%
- YTD
- -7.11%
- 6M
- -4.72%
- 1Y
- 14.15%
- 3Y*
- 16.88%
- 5Y*
- 11.13%
- 10Y*
- 13.50%
EVSAX
- 1D
- -0.45%
- 1M
- -7.07%
- YTD
- -6.75%
- 6M
- -4.32%
- 1Y
- 16.66%
- 3Y*
- 18.72%
- 5Y*
- 12.23%
- 10Y*
- 13.47%
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WFIOX vs. EVSAX - Expense Ratio Comparison
WFIOX has a 0.25% expense ratio, which is lower than EVSAX's 0.86% expense ratio.
Return for Risk
WFIOX vs. EVSAX — Risk / Return Rank
WFIOX
EVSAX
WFIOX vs. EVSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and Allspring Disciplined U.S. Core Fund (EVSAX). 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 | EVSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.96 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.46 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.28 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.01 | 6.18 | -1.17 |
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 | EVSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.96 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between WFIOX and EVSAX is 0.96, 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. EVSAX - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 7.58%, more than EVSAX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 7.58% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
EVSAX Allspring Disciplined U.S. Core Fund | 5.94% | 5.54% | 6.61% | 9.22% | 14.46% | 8.22% | 9.22% | 6.68% | 7.11% | 4.31% | 2.43% | 11.99% |
Drawdowns
WFIOX vs. EVSAX - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -54.40%, roughly equal to the maximum EVSAX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for WFIOX and EVSAX.
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Drawdown Indicators
| WFIOX | EVSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -53.73% | -0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.69% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -27.72% | +3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -33.03% | -0.91% |
Current DrawdownCurrent decline from peak | -8.93% | -8.65% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -9.78% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.42% | +0.08% |
Volatility
WFIOX vs. EVSAX - Volatility Comparison
Allspring Index Fund (WFIOX) and Allspring Disciplined U.S. Core Fund (EVSAX) have volatilities of 4.24% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFIOX | EVSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.18% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.37% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 18.15% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 17.54% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 18.35% | -0.25% |