WFIOX vs. VTI
Compare and contrast key facts about Allspring Index Fund (WFIOX) and Vanguard Total Stock Market ETF (VTI).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFIOX or VTI.
Correlation
The correlation between WFIOX and VTI is 0.99, 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
WFIOX vs. VTI - Performance Comparison
Key characteristics
WFIOX:
0.19
VTI:
0.54
WFIOX:
0.40
VTI:
0.89
WFIOX:
1.06
VTI:
1.13
WFIOX:
0.13
VTI:
0.56
WFIOX:
0.54
VTI:
2.22
WFIOX:
7.36%
VTI:
4.84%
WFIOX:
20.71%
VTI:
20.03%
WFIOX:
-56.37%
VTI:
-55.45%
WFIOX:
-23.52%
VTI:
-9.73%
Returns By Period
In the year-to-date period, WFIOX achieves a -5.16% return, which is significantly higher than VTI's -5.59% return. Over the past 10 years, WFIOX has underperformed VTI with an annualized return of -1.27%, while VTI has yielded a comparatively higher 11.54% annualized return.
WFIOX
-5.16%
-0.31%
-10.52%
2.59%
6.13%
-1.27%
VTI
-5.59%
-0.28%
-4.38%
9.32%
15.10%
11.54%
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WFIOX vs. VTI - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
WFIOX vs. VTI — Risk-Adjusted Performance Rank
WFIOX
VTI
WFIOX vs. VTI - Risk-Adjusted Performance Comparison
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.
Dividends
WFIOX vs. VTI - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 1.21%, less than VTI's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 1.21% | 1.15% | 1.33% | 1.53% | 1.04% | 1.42% | 1.67% | 2.13% | 1.81% | 2.04% | 2.03% | 1.77% |
VTI Vanguard Total Stock Market ETF | 1.37% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
WFIOX vs. VTI - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -56.37%, 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. For additional features, visit the drawdowns tool.
Volatility
WFIOX vs. VTI - Volatility Comparison
Allspring Index Fund (WFIOX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 14.09% and 14.71%, 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.