XCHG vs. YEAR
XCHG (AB US Equity ETF) and YEAR (AB Ultra Short Income ETF) are both exchange-traded funds - XCHG is a Large Cap Blend Equities fund actively managed by AllianceBernstein, while YEAR is a Ultrashort Bond fund actively managed by AllianceBernstein. Both are actively managed. Their 0.21 correlation means their historical movements had little consistent relationship. XCHG charges 0.50%/yr vs 0.25%/yr for YEAR.
Performance
XCHG vs. YEAR - Performance Comparison
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Returns By Period
In the year-to-date period, XCHG achieves a 8.51% return, which is significantly higher than YEAR's 1.63% return.
XCHG
- 1D
- 1.09%
- 1M
- 1.45%
- 6M
- 7.39%
- YTD
- 8.51%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
YEAR
- 1D
- -0.04%
- 1M
- 0.14%
- 6M
- 1.33%
- YTD
- 1.63%
- 1Y
- 3.35%
- 3Y*
- 4.85%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
XCHG AB US Equity ETF | $55.08K | $59.91K | $74.54K |
| $6.47M | $8.20M | $7.46M |
XCHG vs. YEAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XCHG AB US Equity ETF | 8.51% | 0.38% |
YEAR AB Ultra Short Income ETF | 1.63% | 0.20% |
Correlation
The correlation between XCHG and YEAR is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.21 |
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Return for Risk
XCHG vs. YEAR — Risk / Return Rank
XCHG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
YEAR
XCHG vs. YEAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB US Equity ETF (XCHG) and AB Ultra Short Income ETF (YEAR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XCHG | YEAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 2.09 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 15.91 | — |
| Martin ratioReturn relative to average drawdown | — | 69.30 | — |
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Drawdowns
XCHG vs. YEAR - Drawdown Comparison
The maximum XCHG drawdown since its inception was -9.66%, which is greater than YEAR's maximum drawdown of -0.64%. Use the drawdown chart below to compare losses from any high point for XCHG and YEAR.
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Drawdown Indicators
| XCHG | YEAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.66% | -0.64% | -9.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.23% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.43% | — |
Current DrawdownCurrent decline from peak | -0.30% | -0.04% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -1.77% | -0.06% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.05% | — |
Volatility
XCHG vs. YEAR - Volatility Comparison
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Volatility by Period
| XCHG | YEAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.57% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 0.78% | +12.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.06% | 1.14% | +11.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.06% | 1.14% | +11.92% |
XCHG vs. YEAR - Expense Ratio Comparison
XCHG has a 0.50% expense ratio, which is higher than YEAR's 0.25% expense ratio.
Dividends
XCHG vs. YEAR - Dividend Comparison
XCHG's dividend yield for the trailing twelve months is around 0.37%, less than YEAR's 4.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
XCHG AB US Equity ETF | 0.37% | 0.05% | 0.00% | 0.00% | 0.00% |
YEAR AB Ultra Short Income ETF | 3.73% | 4.33% | 5.16% | 5.00% | 1.19% |
Frequently Asked Questions
XCHG and YEAR have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, YEAR is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
YEAR is cheaper with a 0.25% expense ratio, compared with 0.50% for XCHG.
YEAR has the higher dividend yield at 3.73%, compared with 0.37% for XCHG.
XCHG is categorized as Large Cap Blend Equities, while YEAR is Ultrashort Bond. Their fees differ too: 0.50% for XCHG and 0.25% for YEAR.
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