VOO vs YEAR

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

MetricVOOYEARWinner
Expense Ratio0.03%0.25%
AUM$979.0B$1.5B
Dividend Yield1.09%4.26%
Holdings509169
YTD Return+9.95%+1.59%
1Y Return+19.58%+3.82%
3Y Return (annualized)+19.43%+4.93%
5Y Return (annualized)+12.89%-
Volatility (annualized)14.2%0.9%
Max Drawdown-34.3%-0.6%
Fund FamilyVanguard (US)AllianceBernstein L.P.
CategoryEquityFixed Income
InceptionSep 7, 2010Sep 13, 2022

VOO vs YEAR Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and AB Ultra Short Income ETF (YEAR) is a ETF from AllianceBernstein L.P.. Over the past year VOO returned +19.58% while YEAR returned +3.82%. Year to date, VOO is up 9.95% versus a gain of 1.59% for YEAR.

Over three years, VOO compounded at +19.43% per year against +4.93% for YEAR. Across the full 4-year window we track, VOO has the edge at +13.35% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO and -0.6% for YEAR. 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.09% against 4.26% for YEAR.

Holdings Overlap

0.0%overlap

VOO and YEAR share 0 holdings out of 604 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, VOO or YEAR?

VOO has an expense ratio of 0.03% while YEAR charges 0.25%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, VOO or YEAR?

Over the past year VOO returned +19.58% vs +3.82% for YEAR, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.35% vs +4.89% for YEAR. Past performance does not guarantee future results.

Which is riskier, VOO or YEAR?

VOO has been the more volatile fund at 14.2% annualized versus 0.9% for YEAR. Worst drawdown: VOO -34.3% vs YEAR -0.6%.

Should I hold both VOO and YEAR?

VOO and YEAR have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and YEAR?

VOO and YEAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, VOO or YEAR?

VOO yields 1.09% while YEAR yields 4.26%, so YEAR currently pays the higher dividend yield.

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