ARSYX vs. VOO
Compare and contrast key facts about AB Global Real Estate Investment Fund (ARSYX) and Vanguard S&P 500 ETF (VOO).
ARSYX is managed by AllianceBernstein. It was launched on Sep 29, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSYX or VOO.
Correlation
The correlation between ARSYX and VOO is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ARSYX vs. VOO - Performance Comparison
Key characteristics
ARSYX:
0.73
VOO:
1.89
ARSYX:
1.08
VOO:
2.54
ARSYX:
1.13
VOO:
1.35
ARSYX:
0.42
VOO:
2.83
ARSYX:
2.10
VOO:
11.83
ARSYX:
4.81%
VOO:
2.02%
ARSYX:
13.85%
VOO:
12.66%
ARSYX:
-81.66%
VOO:
-33.99%
ARSYX:
-11.99%
VOO:
-0.42%
Returns By Period
In the year-to-date period, ARSYX achieves a 3.75% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, ARSYX has underperformed VOO with an annualized return of 2.87%, while VOO has yielded a comparatively higher 13.26% annualized return.
ARSYX
3.75%
1.88%
-0.61%
9.84%
0.08%
2.87%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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ARSYX vs. VOO - Expense Ratio Comparison
ARSYX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARSYX vs. VOO — Risk-Adjusted Performance Rank
ARSYX
VOO
ARSYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Real Estate Investment Fund (ARSYX) 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.
Dividends
ARSYX vs. VOO - Dividend Comparison
ARSYX's dividend yield for the trailing twelve months is around 2.00%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSYX AB Global Real Estate Investment Fund | 2.00% | 2.08% | 1.50% | 2.02% | 2.34% | 0.94% | 2.96% | 4.18% | 6.56% | 4.14% | 2.96% | 3.96% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ARSYX vs. VOO - Drawdown Comparison
The maximum ARSYX drawdown since its inception was -81.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARSYX and VOO. For additional features, visit the drawdowns tool.
Volatility
ARSYX vs. VOO - Volatility Comparison
AB Global Real Estate Investment Fund (ARSYX) has a higher volatility of 3.43% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that ARSYX'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.