AIVSX vs. IVOG
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVSX or IVOG.
Key characteristics
| AIVSX | IVOG | |
|---|---|---|
| YTD Return | 26.63% | 22.87% |
| 1Y Return | 41.09% | 39.80% |
| 3Y Return (Ann) | 11.78% | 4.50% |
| 5Y Return (Ann) | 15.73% | 12.11% |
| 10Y Return (Ann) | 12.10% | 10.50% |
| Sharpe Ratio | 3.27 | 2.33 |
| Sortino Ratio | 4.36 | 3.22 |
| Omega Ratio | 1.61 | 1.39 |
| Calmar Ratio | 5.90 | 2.05 |
| Martin Ratio | 26.58 | 12.47 |
| Ulcer Index | 1.51% | 3.09% |
| Daily Std Dev | 12.24% | 16.58% |
| Max Drawdown | -50.56% | -39.32% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between AIVSX and IVOG is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AIVSX vs. IVOG - Performance Comparison
In the year-to-date period, AIVSX achieves a 26.63% return, which is significantly higher than IVOG's 22.87% return. Over the past 10 years, AIVSX has outperformed IVOG with an annualized return of 12.10%, while IVOG has yielded a comparatively lower 10.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AIVSX vs. IVOG - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
AIVSX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIVSX vs. IVOG - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 1.15%, more than IVOG's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.15% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.93% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
Drawdowns
AIVSX vs. IVOG - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.56%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for AIVSX and IVOG. For additional features, visit the drawdowns tool.
Volatility
AIVSX vs. IVOG - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 3.63%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 4.97%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.