AUIAX vs. VOO
Compare and contrast key facts about AB Equity Income Fund (AUIAX) and Vanguard S&P 500 ETF (VOO).
AUIAX is managed by AllianceBernstein. It was launched on Oct 18, 1993. 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.
Performance
AUIAX vs. VOO - Performance Comparison
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AUIAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | -0.80% | 17.97% | 17.48% | 22.48% | -10.26% | 25.25% | 4.18% | 24.59% | -6.82% | 16.34% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AUIAX achieves a -0.80% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, AUIAX has underperformed VOO with an annualized return of 11.12%, while VOO has yielded a comparatively higher 14.14% annualized return.
AUIAX
- 1D
- 2.44%
- 1M
- -4.64%
- YTD
- -0.80%
- 6M
- 1.21%
- 1Y
- 18.05%
- 3Y*
- 16.79%
- 5Y*
- 11.65%
- 10Y*
- 11.12%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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AUIAX vs. VOO - Expense Ratio Comparison
AUIAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AUIAX vs. VOO — Risk / Return Rank
AUIAX
VOO
AUIAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Equity Income Fund (AUIAX) 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.
| AUIAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.01 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.53 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.55 | 0.00 |
Martin ratioReturn relative to average drawdown | 7.06 | 7.31 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AUIAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.01 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.79 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.24 |
Correlation
The correlation between AUIAX and VOO is 0.95, 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.
Dividends
AUIAX vs. VOO - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 8.09%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 8.09% | 8.11% | 10.53% | 2.68% | 7.73% | 16.44% | 2.65% | 5.61% | 13.48% | 5.38% | 2.85% | 5.39% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AUIAX vs. VOO - Drawdown Comparison
The maximum AUIAX drawdown since its inception was -46.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AUIAX and VOO.
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Drawdown Indicators
| AUIAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.97% | -33.99% | -12.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -11.98% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -24.52% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -33.99% | -1.82% |
Current DrawdownCurrent decline from peak | -5.90% | -5.55% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -3.72% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.55% | +0.17% |
Volatility
AUIAX vs. VOO - Volatility Comparison
The current volatility for AB Equity Income Fund (AUIAX) is 4.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that AUIAX 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
| AUIAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 5.34% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 9.47% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.04% | 18.11% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.82% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 17.99% | -0.71% |