AFIX vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAFIXVOOWinner
Expense Ratio0.20%0.03%
AUM$217M$979.0B
Dividend Yield5.03%1.09%
Holdings561509
YTD Return-0.45%+9.95%
1Y Return+2.94%+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)3.6%14.2%
Max Drawdown-3.3%-34.3%
Fund FamilyAllspring Global InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 4, 2024Sep 7, 2010

AFIX vs VOO Performance

Allspring Broad Market Core Bond ETF (AFIX) is a ETF from Allspring Global Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AFIX returned +2.94% while VOO returned +19.58%. Year to date, AFIX is down 0.45% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 3.6% for AFIX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.3% for AFIX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AFIX charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, AFIX currently yields 5.03% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

AFIX and VOO share 1 holdings out of 883 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AFIXWeight in VOODifference
T0.06%0.22%0.16%

Frequently Asked Questions

Which is cheaper, AFIX or VOO?

AFIX has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, AFIX or VOO?

Over the past year AFIX returned +2.94% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), AFIX annualized +3.10% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, AFIX or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 3.6% for AFIX. Worst drawdown: AFIX -3.3% vs VOO -34.3%.

Should I hold both AFIX and VOO?

AFIX and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AFIX and VOO?

AFIX and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 883 unique securities.

Which pays a higher dividend, AFIX or VOO?

AFIX yields 5.03% while VOO yields 1.09%, so AFIX currently pays the higher dividend yield.

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