AHLT vs VOO
American Beacon AHL Trend ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AHLT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AHLT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $49M | $979.0B | |
| Dividend Yield | 1.55% | 1.09% | |
| Holdings | 191 | 509 | |
| YTD Return | +10.88% | +13.72% | |
| 1Y Return | +35.04% | +21.63% | |
| 3Y Return (annualized) | +7.50% | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 14.6% | 14.1% | |
| Max Drawdown | -20.2% | -34.3% | |
| Fund Family | American Beacon Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 30, 2023 | Sep 7, 2010 |
AHLT vs VOO Performance
American Beacon AHL Trend ETF (AHLT) is a ETF from American Beacon Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AHLT returned +35.04% while VOO returned +21.63%. Year to date, AHLT is up 10.88% versus a gain of 13.72% for VOO.
Over three years, AHLT compounded at +7.50% per year against +21.55% for VOO. Across the full 3-year window we track, VOO has the edge at +13.56% annualized vs +7.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AHLT has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.2% for AHLT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AHLT charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, AHLT currently yields 1.55% against 1.09% for VOO.
Holdings Overlap
AHLT and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AHLT or VOO?
AHLT has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, AHLT or VOO?
Over the past year AHLT returned +35.04% vs +21.63% for VOO, so AHLT leads on 1-year performance. Over the longest common window we track (3 years), AHLT annualized +7.50% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, AHLT or VOO?
AHLT has been the more volatile fund at 14.6% annualized versus 14.1% for VOO. Worst drawdown: AHLT -20.2% vs VOO -34.3%.
Should I hold both AHLT and VOO?
AHLT and VOO have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AHLT and VOO?
AHLT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AHLT or VOO?
AHLT yields 1.55% while VOO yields 1.09%, so AHLT currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.