WFIOX vs. VTI

In the year-to-date period, WFIOX achieves a 0.95% return, which is significantly higher than VTI's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with WFIOX having a 12.59% annualized return and VTI not far behind at 12.13%.

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WFIOX has a 0.25% expense ratio, which is higher than VTI's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and Vanguard Total Stock Market ETF (VTI). 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.

The current WFIOX Sharpe Ratio is 0.72, which is comparable to the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of WFIOX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFIOX's dividend yield for the trailing twelve months is around 8.46%, more than VTI's 1.29% yield.

The maximum WFIOX drawdown since its inception was -54.26%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for WFIOX and VTI.

Allspring Index Fund (WFIOX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.77% and 4.90%, 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.