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:
0.43
VOO:
1.81
WFMIX:
0.64
VOO:
2.44
WFMIX:
1.09
VOO:
1.33
WFMIX:
0.41
VOO:
2.74
WFMIX:
1.19
VOO:
11.43
WFMIX:
4.90%
VOO:
2.02%
WFMIX:
13.63%
VOO:
12.77%
WFMIX:
-56.74%
VOO:
-33.99%
WFMIX:
-11.78%
VOO:
-0.72%
Returns By Period
In the year-to-date period, WFMIX achieves a 0.57% return, which is significantly lower than VOO's 3.31% return. Over the past 10 years, WFMIX has underperformed VOO with an annualized return of 4.72%, while VOO has yielded a comparatively higher 13.25% annualized return.
WFMIX
0.57%
2.72%
-3.96%
4.43%
3.26%
4.72%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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 1.20% 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 | 1.20% | 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
Allspring Special Mid Cap Value Fund Class I (WFMIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.34% and 3.40%, 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.