WFPAX vs. VOE

In the year-to-date period, WFPAX achieves a -1.57% return, which is significantly lower than VOE's 0.43% return. Both investments have delivered pretty close results over the past 10 years, with WFPAX having a 8.07% annualized return and VOE not far ahead at 8.14%.

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WFPAX has a 1.12% expense ratio, which is higher than VOE's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Vanguard Mid-Cap Value ETF (VOE). 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 WFPAX Sharpe Ratio is 0.20, which is lower than the VOE Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of WFPAX and VOE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFPAX's dividend yield for the trailing twelve months is around 8.10%, more than VOE's 2.32% yield.

The maximum WFPAX drawdown since its inception was -51.37%, smaller than the maximum VOE drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for WFPAX and VOE.

Allspring Special Mid Cap Value Fund - Class A (WFPAX) has a higher volatility of 4.85% compared to Vanguard Mid-Cap Value ETF (VOE) at 4.49%. This indicates that WFPAX's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.