VOO vs YEAR
Vanguard S&P 500 ETF vs AB Ultra Short Income ETF
Which is better, VOO or YEAR?
Large Cap Blend against Ultrashort Term Bond.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | YEAR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $997.4B | $1.5B |
| Dividend Yield | 1.04% | 4.03% |
| Holdings | 509 | 165 |
| YTD Return | +12.50%Best | +1.42% |
| 1Y Return | +17.58%Best | +2.81% |
| 3Y Return (annualized) | +21.27%Best | +4.68% |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 13.2% | 0.9%Best |
| Max Drawdown | -18.7% | -0.6%Best |
| $10,000 over 4 years | $20,944Best | $12,017 |
| Fund Family | Vanguard (US) | AllianceBernstein L.P. |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Ultrashort Term Bond |
| Inception | Sep 7, 2010 | Sep 13, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 16, 2022 to Sep 11, 2026 (4 years).
VOO vs YEAR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4 years both funds cover.
VOO vs YEAR Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and AB Ultra Short Income ETF (YEAR) is an ETF from AllianceBernstein L.P.. Over the past year VOO returned +17.58% while YEAR returned +2.81%. Year to date, VOO is up 12.50% versus a gain of 1.42% for YEAR.
Over three years, VOO compounded at +21.27% per year against +4.68% for YEAR. Across the full 4-year window we track, VOO has the edge at +20.30% annualized vs +4.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 0.9% for YEAR. 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 -18.7% for VOO and -0.6% for YEAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Fees and Cost Over Time
VOO charges 0.03% per year while YEAR charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 4.03% for YEAR.
Holdings Overlap
We hold position weights for 505 holdings in VOO and 99 in YEAR, totalling 99.9% and 59.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in VOO and 99 in YEAR, against full books of 509 and 165.
You are not choosing between two funds in isolation.
Whichever of VOO and YEAR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or YEAR?
VOO has an expense ratio of 0.03% while YEAR charges 0.25%. VOO is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, VOO or YEAR?
Over the past year VOO returned +17.58% vs +2.81% for YEAR, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +20.30% vs +4.70% for YEAR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or YEAR?
VOO has been the more volatile fund at 13.2% annualized versus 0.9% for YEAR. Worst drawdown: VOO -18.7% vs YEAR -0.6%.
Should I hold both VOO and YEAR?
VOO and YEAR have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, VOO or YEAR?
VOO yields 1.04% while YEAR yields 4.03%, so YEAR currently pays the higher dividend yield.
Is YEAR better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.