WFMIX vs. VOO
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Vanguard S&P 500 ETF (VOO).
WFMIX is managed by Allspring Global Investments. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFMIX or VOO.
Correlation
The correlation between WFMIX and VOO is 0.86, 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
WFMIX vs. VOO - Performance Comparison
Key characteristics
WFMIX:
0.29
VOO:
1.76
WFMIX:
0.45
VOO:
2.37
WFMIX:
1.06
VOO:
1.32
WFMIX:
0.27
VOO:
2.66
WFMIX:
0.73
VOO:
11.10
WFMIX:
5.27%
VOO:
2.02%
WFMIX:
13.44%
VOO:
12.79%
WFMIX:
-56.74%
VOO:
-33.99%
WFMIX:
-12.08%
VOO:
-2.11%
Returns By Period
In the year-to-date period, WFMIX achieves a 0.23% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, WFMIX has underperformed VOO with an annualized return of 4.54%, while VOO has yielded a comparatively higher 13.07% annualized return.
WFMIX
0.23%
-2.01%
-7.78%
2.45%
3.96%
4.54%
VOO
2.40%
-1.30%
7.47%
19.76%
15.79%
13.07%
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WFMIX vs. VOO - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WFMIX vs. VOO — Risk-Adjusted Performance Rank
WFMIX
VOO
WFMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class I (WFMIX) 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.
Dividends
WFMIX vs. VOO - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 1.32%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.32% | 1.32% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WFMIX vs. VOO - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -56.74%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WFMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
WFMIX vs. VOO - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 2.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.