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 14.60%/yr vs 15.14%/yr for VOO. Their 0.52 correlation means they have sometimes moved together and sometimes differently.
Performance
AB vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -0.09% return, which is significantly lower than VOO's 10.16% return. Both investments have delivered pretty close results over the past 10 years, with AB having a 14.60% annualized return and VOO not far ahead at 15.14%.
AB
- 1D
- 0.11%
- 1M
- 1.24%
- 6M
- -9.62%
- YTD
- -0.09%
- 1Y
- -1.44%
- 3Y*
- 13.04%
- 5Y*
- 2.94%
- 10Y*
- 14.60%
- ALL TIME*
- 15.66%
VOO
- 1D
- 0.71%
- 1M
- 0.26%
- 6M
- 8.58%
- YTD
- 10.16%
- 1Y
- 21.58%
- 3Y*
- 19.42%
- 5Y*
- 12.83%
- 10Y*
- 15.14%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.20M | $8.80M | $11.34M | |
| $3.82B | $3.78B | $5.44B |
AB vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -0.09% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
VOO Vanguard S&P 500 ETF | 10.16% | 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 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.52 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.52 |
Over the past year, the correlation between AB and VOO has dropped to 0.28 - well below their long-term average of 0.52, 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 | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.28 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 2.21 | -2.34 |
| Martin ratioReturn relative to average drawdown | -0.25 | 9.44 | -9.69 |
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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 | -19.00% | -18.69% | -0.31% |
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 | -10.17% | -1.38% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -26.15% | -3.67% | -22.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 2.08% | +5.23% |
Volatility
AB vs. VOO - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 4.49% compared to Vanguard S&P 500 ETF (VOO) at 3.54%. This indicates that AB's price experiences larger fluctuations and is considered to be riskier 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 | 4.49% | 3.54% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 16.00% | 10.10% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 12.82% | +9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.06% | 16.93% | +11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 18.01% | +14.30% |
Dividends
AB vs. VOO - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.28%, more than VOO's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.28% | 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 | 1.07% | 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 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AB has higher volatility (4.49%) compared to VOO (3.54%). In terms of maximum drawdown, AB dropped -87.65% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.53 vs -0.08), 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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