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QUASX vs. VBK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

QUASX vs. VBK

Last updated May 12, 2025

Compare and contrast key facts about AB Small Cap Growth Portfolio (QUASX) and Vanguard Small-Cap Growth ETF (VBK).

QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QUASX or VBK.

Correlation

The correlation between QUASX and VBK is 1.00, 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

QUASX vs. VBK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Small Cap Growth Portfolio (QUASX) and Vanguard Small-Cap Growth ETF (VBK). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

QUASX:

25.30%

VBK:

17.92%

Max Drawdown

QUASX:

-1.76%

VBK:

-1.13%

Current Drawdown

QUASX:

-0.30%

VBK:

-0.25%

Returns By Period

QUASX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VBK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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QUASX vs. VBK - Expense Ratio Comparison

QUASX has a 1.11% expense ratio, which is higher than VBK's 0.07% expense ratio.

QUASX
AB Small Cap Growth Portfolio
VBK
Vanguard Small-Cap Growth ETF

Risk-Adjusted Performance

QUASX vs. VBK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
QUASX
The Risk-Adjusted Performance Rank of QUASX is 2222
Overall Rank
The Sharpe Ratio Rank of QUASX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of QUASX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of QUASX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of QUASX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of QUASX is 2020
Martin Ratio Rank
VBK
The Risk-Adjusted Performance Rank of VBK is 2525
Overall Rank
The Sharpe Ratio Rank of VBK is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of VBK is 2626
Sortino Ratio Rank
The Omega Ratio Rank of VBK is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VBK is 2525
Calmar Ratio Rank
The Martin Ratio Rank of VBK is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

QUASX vs. VBK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and Vanguard Small-Cap Growth ETF (VBK). 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

QUASX vs. VBK - Dividend Comparison

QUASX has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.58%.

TTM20242023202220212020201920182017201620152014
QUASX
AB Small Cap Growth Portfolio		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VBK
Vanguard Small-Cap Growth ETF		0.58%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

QUASX vs. VBK - Drawdown Comparison

The maximum QUASX drawdown since its inception was -1.76%, which is greater than VBK's maximum drawdown of -1.13%. Use the drawdown chart below to compare losses from any high point for QUASX and VBK. For additional features, visit the drawdowns tool.

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Volatility

QUASX vs. VBK - Volatility Comparison

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