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.
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.
Performance
AUIAX vs. VOO - Performance Comparison
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Key characteristics
AUIAX:
0.01
VOO:
0.68
AUIAX:
0.08
VOO:
1.06
AUIAX:
1.01
VOO:
1.15
AUIAX:
-0.03
VOO:
0.70
AUIAX:
-0.09
VOO:
2.65
AUIAX:
8.79%
VOO:
4.92%
AUIAX:
19.61%
VOO:
19.58%
AUIAX:
-46.97%
VOO:
-33.99%
AUIAX:
-11.01%
VOO:
-3.27%
Returns By Period
In the year-to-date period, AUIAX achieves a 1.85% return, which is significantly higher than VOO's 1.19% return. Over the past 10 years, AUIAX has underperformed VOO with an annualized return of 4.04%, while VOO has yielded a comparatively higher 12.85% annualized return.
AUIAX
1.85%
7.10%
-10.75%
0.20%
5.67%
7.51%
4.04%
VOO
1.19%
7.36%
-0.97%
13.13%
14.21%
16.06%
12.85%
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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.
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Dividends
AUIAX vs. VOO - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 10.48%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 10.48% | 10.54% | 2.68% | 7.73% | 16.45% | 2.65% | 5.61% | 13.48% | 6.11% | 2.85% | 5.38% | 10.50% |
VOO Vanguard S&P 500 ETF | 1.28% | 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.
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Volatility
AUIAX vs. VOO - Volatility Comparison
AB Equity Income Fund (AUIAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.56% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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