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:
-0.80
VOO:
-0.02
WFMIX:
-0.94
VOO:
0.07
WFMIX:
0.87
VOO:
1.01
WFMIX:
-0.56
VOO:
-0.02
WFMIX:
-1.69
VOO:
-0.10
WFMIX:
7.22%
VOO:
3.48%
WFMIX:
15.31%
VOO:
15.74%
WFMIX:
-56.74%
VOO:
-33.99%
WFMIX:
-21.80%
VOO:
-17.48%
Returns By Period
In the year-to-date period, WFMIX achieves a -10.85% return, which is significantly higher than VOO's -13.67% return. Over the past 10 years, WFMIX has underperformed VOO with an annualized return of 3.27%, while VOO has yielded a comparatively higher 11.16% annualized return.
WFMIX
-10.85%
-10.00%
-17.71%
-12.71%
7.45%
3.27%
VOO
-13.67%
-12.15%
-10.59%
-1.41%
14.77%
11.16%
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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 1.49%, which matches VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.49% | 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 | 1.50% | 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 7.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.05%. 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.