FWD vs VOO
AB Disruptors ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. FWD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FWD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $2.9B | $979.0B | |
| Dividend Yield | 0.08% | 1.09% | |
| Holdings | 138 | 509 | |
| YTD Return | +26.56% | +13.72% | |
| 1Y Return | +43.47% | +21.63% | |
| 3Y Return (annualized) | +35.05% | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 24.4% | 14.1% | |
| Max Drawdown | -29.0% | -34.3% | |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2023 | Sep 7, 2010 |
FWD vs VOO Performance
AB Disruptors ETF (FWD) is a ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FWD returned +43.47% while VOO returned +21.63%. Year to date, FWD is up 26.56% versus a gain of 13.72% for VOO.
Over three years, FWD compounded at +35.05% per year against +21.55% for VOO. Across the full 3-year window we track, FWD has the edge at +35.10% annualized vs +13.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FWD has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -29.0% for FWD 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FWD charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, FWD currently yields 0.08% against 1.09% for VOO.
Holdings Overlap
FWD and VOO share 51 holdings out of 562 unique holdings combined, representing a 25.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FWD or VOO?
FWD has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, FWD or VOO?
Over the past year FWD returned +43.47% vs +21.63% for VOO, so FWD leads on 1-year performance. Over the longest common window we track (3 years), FWD annualized +35.10% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, FWD or VOO?
FWD has been the more volatile fund at 24.4% annualized versus 14.1% for VOO. Worst drawdown: FWD -29.0% vs VOO -34.3%.
Should I hold both FWD and VOO?
FWD and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FWD and VOO?
FWD and VOO share 51 common holdings with a 25.0% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, FWD or VOO?
FWD yields 0.08% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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