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.
Performance
AIVSX vs. IVOG - Performance Comparison
Loading graphics...
AIVSX vs. IVOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 5.26% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than IVOG's 5.26% return. Over the past 10 years, AIVSX has outperformed IVOG with an annualized return of 12.88%, while IVOG has yielded a comparatively lower 10.63% annualized return.
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
IVOG
- 1D
- 1.20%
- 1M
- -5.49%
- YTD
- 5.26%
- 6M
- 6.38%
- 1Y
- 22.16%
- 3Y*
- 13.47%
- 5Y*
- 5.99%
- 10Y*
- 10.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AIVSX vs. IVOG - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Return for Risk
AIVSX vs. IVOG — Risk / Return Rank
AIVSX
IVOG
AIVSX vs. IVOG - Risk-Adjusted Trends 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.
| AIVSX | IVOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.00 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.55 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.70 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.36 | -0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AIVSX | IVOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.00 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.29 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.52 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.60 | +0.07 |
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.
Dividends
AIVSX vs. IVOG - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than IVOG's 0.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.61% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
Drawdowns
AIVSX vs. IVOG - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, 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.
Loading graphics...
Drawdown Indicators
| AIVSX | IVOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -39.32% | -11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -13.76% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -29.31% | +5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -39.32% | +8.23% |
Current DrawdownCurrent decline from peak | -7.34% | -5.49% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -5.93% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.18% | -0.59% |
Volatility
AIVSX vs. IVOG - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 5.75%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 7.64%. 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.
Loading graphics...
Volatility by Period
| AIVSX | IVOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 7.64% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 13.33% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 22.33% | -4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 20.52% | -4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 20.52% | -3.97% |