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.
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
Key characteristics
AIVSX:
0.98
IVOG:
0.55
AIVSX:
1.26
IVOG:
0.87
AIVSX:
1.21
IVOG:
1.10
AIVSX:
1.36
IVOG:
0.94
AIVSX:
4.01
IVOG:
2.26
AIVSX:
3.62%
IVOG:
4.03%
AIVSX:
14.80%
IVOG:
16.66%
AIVSX:
-48.94%
IVOG:
-39.32%
AIVSX:
-7.55%
IVOG:
-9.76%
Returns By Period
In the year-to-date period, AIVSX achieves a 3.00% return, which is significantly higher than IVOG's -1.49% return. Over the past 10 years, AIVSX has underperformed IVOG with an annualized return of 6.40%, while IVOG has yielded a comparatively higher 8.94% annualized return.
AIVSX
3.00%
-0.78%
0.72%
12.19%
9.60%
6.40%
IVOG
-1.49%
-7.24%
-1.97%
6.36%
8.91%
8.94%
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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 Rank
AIVSX
IVOG
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 1.04%, more than IVOG's 0.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.04% | 1.07% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.08% | 11.76% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.80% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
AIVSX vs. IVOG - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -48.94%, 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 3.37%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 4.94%. 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.