AB vs. AVGO
AB (AllianceBernstein Holding L.P.) and AVGO (Broadcom Inc.) are both stocks. AB operates in Asset Management (Financial Services), while AVGO operates in Semiconductors (Technology). Over the past 10 years, AB returned 14.11%/yr vs 41.61%/yr for AVGO. At a 0.34 correlation, their price movements are largely independent.
Performance
AB vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -2.07% return, which is significantly lower than AVGO's 14.06% return. Over the past 10 years, AB has underperformed AVGO with an annualized return of 14.11%, while AVGO has yielded a comparatively higher 41.61% annualized return.
AB
- 1D
- -1.13%
- 1M
- -5.33%
- YTD
- -2.07%
- 6M
- -5.60%
- 1Y
- -0.43%
- 3Y*
- 11.86%
- 5Y*
- 3.82%
- 10Y*
- 14.11%
AVGO
- 1D
- 3.11%
- 1M
- -7.35%
- YTD
- 14.06%
- 6M
- 16.39%
- 1Y
- 59.68%
- 3Y*
- 67.77%
- 5Y*
- 56.37%
- 10Y*
- 41.61%
AB vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -2.07% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
AVGO Broadcom Inc. | 14.06% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between AB and AVGO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.34 |
The correlation between AB and AVGO shifts across timeframes, from 0.16 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AB:
$3.33B
AVGO:
$1.92T
AB:
$3.22
AVGO:
$6.01
AB:
11.19
AVGO:
65.55
AB:
13.92
AVGO:
25.47
AB:
2.64
AVGO:
21.90
AB:
$250.00M
AVGO:
$75.47B
AB:
$250.00M
AVGO:
$50.53B
AB:
$252.50M
AVGO:
$42.03B
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Return for Risk
AB vs. AVGO — Risk / Return Rank
AB
AVGO
AB vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and Broadcom Inc. (AVGO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AB | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 2.09 | -2.12 |
| Martin ratioReturn relative to average drawdown | -0.06 | 4.85 | -4.91 |
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Drawdowns
AB vs. AVGO - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for AB and AVGO.
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Drawdown Indicators
| AB | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -48.30% | -39.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -28.67% | +13.99% |
Max Drawdown (3Y)Largest decline over 3 years | -20.59% | -41.15% | +20.56% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -41.15% | -4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -48.30% | -9.78% |
Current DrawdownCurrent decline from peak | -11.96% | -18.20% | +6.24% |
Average DrawdownAverage peak-to-trough decline | -26.20% | -7.99% | -18.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.83% | 12.35% | -5.52% |
Volatility
AB vs. AVGO - Volatility Comparison
The current volatility for AllianceBernstein Holding L.P. (AB) is 4.19%, while Broadcom Inc. (AVGO) has a volatility of 19.97%. This indicates that AB experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AB | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 19.97% | -15.78% |
Volatility (6M)Calculated over the trailing 6-month period | 17.94% | 35.15% | -17.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.36% | 45.64% | -23.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.24% | 43.42% | -15.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.39% | 39.54% | -7.15% |
Dividends
AB vs. AVGO - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.46%, more than AVGO's 0.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.46% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
AVGO Broadcom Inc. | 0.63% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
Financials
AB vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between AllianceBernstein Holding L.P. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AB and AVGO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (19.97%) compared to AB (4.19%). In terms of maximum drawdown, AB dropped -87.65% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (1.32 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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