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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AUIAX or VOO.
Correlation
The correlation between AUIAX and VOO is 0.94, 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
AUIAX vs. VOO - Performance Comparison
Key characteristics
AUIAX:
0.70
VOO:
1.98
AUIAX:
0.92
VOO:
2.65
AUIAX:
1.15
VOO:
1.36
AUIAX:
0.73
VOO:
2.98
AUIAX:
2.04
VOO:
12.44
AUIAX:
4.73%
VOO:
2.02%
AUIAX:
13.86%
VOO:
12.69%
AUIAX:
-46.97%
VOO:
-33.99%
AUIAX:
-8.67%
VOO:
0.00%
Returns By Period
In the year-to-date period, AUIAX achieves a 4.52% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, AUIAX has underperformed VOO with an annualized return of 4.19%, while VOO has yielded a comparatively higher 13.30% annualized return.
AUIAX
4.52%
2.55%
-0.45%
7.81%
4.63%
4.19%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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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.
Risk-Adjusted Performance
AUIAX vs. VOO — Risk-Adjusted Performance Rank
AUIAX
VOO
AUIAX vs. VOO - Risk-Adjusted Performance 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.
Dividends
AUIAX vs. VOO - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 1.10%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 1.10% | 1.15% | 1.58% | 1.35% | 1.22% | 1.44% | 2.47% | 3.23% | 2.39% | 2.85% | 3.24% | 4.27% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
AUIAX vs. VOO - Volatility Comparison
The current volatility for AB Equity Income Fund (AUIAX) is 2.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. 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.