FWD vs. VOO
Compare and contrast key facts about AB Disruptors ETF (FWD) and Vanguard S&P 500 ETF (VOO).
FWD and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FWD is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. 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: FWD or VOO.
Correlation
The correlation between FWD and VOO is 0.87, 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
FWD vs. VOO - Performance Comparison
Key characteristics
FWD:
1.23
VOO:
1.92
FWD:
1.70
VOO:
2.58
FWD:
1.22
VOO:
1.35
FWD:
2.11
VOO:
2.88
FWD:
7.01
VOO:
12.03
FWD:
4.00%
VOO:
2.02%
FWD:
22.92%
VOO:
12.69%
FWD:
-16.22%
VOO:
-33.99%
FWD:
-0.67%
VOO:
0.00%
Returns By Period
In the year-to-date period, FWD achieves a 9.65% return, which is significantly higher than VOO's 4.36% return.
FWD
9.65%
4.48%
15.41%
27.63%
N/A
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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FWD vs. VOO - Expense Ratio Comparison
FWD has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FWD vs. VOO — Risk-Adjusted Performance Rank
FWD
VOO
FWD vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Disruptors ETF (FWD) 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
FWD vs. VOO - Dividend Comparison
FWD's dividend yield for the trailing twelve months is around 1.73%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWD AB Disruptors ETF | 1.73% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FWD vs. VOO - Drawdown Comparison
The maximum FWD drawdown since its inception was -16.22%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FWD and VOO. For additional features, visit the drawdowns tool.
Volatility
FWD vs. VOO - Volatility Comparison
AB Disruptors ETF (FWD) has a higher volatility of 9.22% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that FWD'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.