AB vs. VOO
AB (AllianceBernstein Holding L.P.) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, AB returned 14.22%/yr vs 15.61%/yr for VOO. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
AB vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -2.75% return, which is significantly lower than VOO's 8.19% return. Over the past 10 years, AB has underperformed VOO with an annualized return of 14.22%, while VOO has yielded a comparatively higher 15.61% annualized return.
AB
- 1D
- -0.50%
- 1M
- -5.67%
- YTD
- -2.75%
- 6M
- -3.65%
- 1Y
- -2.34%
- 3Y*
- 13.55%
- 5Y*
- 3.45%
- 10Y*
- 14.22%
VOO
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.19%
- 6M
- 7.24%
- 1Y
- 23.69%
- 3Y*
- 20.78%
- 5Y*
- 13.13%
- 10Y*
- 15.61%
AB vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -2.75% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
VOO Vanguard S&P 500 ETF | 8.19% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between AB and VOO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.53 |
Over the past year, the correlation between AB and VOO has dropped to 0.32 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.
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Return for Risk
AB vs. VOO — Risk / Return Rank
AB
VOO
AB vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) 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.
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 | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.35 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 2.67 | -2.83 |
| Martin ratioReturn relative to average drawdown | -0.33 | 11.96 | -12.29 |
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Drawdowns
AB vs. VOO - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AB and VOO.
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Drawdown Indicators
| AB | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -33.99% | -53.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -8.90% | -5.78% |
Max Drawdown (3Y)Largest decline over 3 years | -20.59% | -18.69% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -24.52% | -21.24% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -33.99% | -24.09% |
Current DrawdownCurrent decline from peak | -12.57% | -3.14% | -9.43% |
Average DrawdownAverage peak-to-trough decline | -26.19% | -3.68% | -22.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 1.99% | +5.04% |
Volatility
AB vs. VOO - Volatility Comparison
The current volatility for AllianceBernstein Holding L.P. (AB) is 3.69%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that AB 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.
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Volatility by Period
| AB | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 4.83% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 17.88% | 9.82% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 12.46% | +9.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.19% | 16.91% | +11.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.38% | 18.02% | +14.36% |
Dividends
AB vs. VOO - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.53%, more than VOO's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.53% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
VOO Vanguard S&P 500 ETF | 1.05% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
AB and VOO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOO has higher volatility (4.83%) compared to AB (3.69%). In terms of maximum drawdown, AB dropped -87.65% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.91 vs -0.11), 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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