CPLS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCPLSVOOWinner
Expense Ratio0.30%0.03%
AUM$211M$979.0B
Dividend Yield4.70%1.09%
Holdings810509
YTD Return-0.75%+13.11%
1Y Return+1.49%+22.88%
3Y Return (annualized)-+21.08%
5Y Return (annualized)-+13.26%
Volatility (annualized)4.2%14.1%
Max Drawdown-4.1%-34.3%
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 13, 2023Sep 7, 2010

CPLS vs VOO Performance

AB Core Plus Bond ETF (CPLS) is a ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CPLS returned +1.49% while VOO returned +22.88%. Year to date, CPLS is down 0.75% versus a gain of 13.11% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.2% for CPLS. 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 -4.1% for CPLS 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CPLS charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, CPLS currently yields 4.70% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CPLS and VOO share 0 holdings out of 905 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, CPLS or VOO?

CPLS has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, CPLS or VOO?

Over the past year CPLS returned +1.49% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CPLS annualized +3.57% vs +13.54% for VOO. Past performance does not guarantee future results.

Which is riskier, CPLS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.2% for CPLS. Worst drawdown: CPLS -4.1% vs VOO -34.3%.

Should I hold both CPLS and VOO?

CPLS and VOO have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CPLS and VOO?

CPLS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 905 unique securities.

Which pays a higher dividend, CPLS or VOO?

CPLS yields 4.70% while VOO yields 1.09%, so CPLS currently pays the higher dividend yield.

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