AIVSX vs. QQQ
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Invesco QQQ ETF (QQQ).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
AIVSX vs. QQQ - Performance Comparison
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AIVSX vs. QQQ - 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% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
The year-to-date returns for both investments are quite close, with AIVSX having a -4.87% return and QQQ slightly higher at -4.76%. Over the past 10 years, AIVSX has underperformed QQQ with an annualized return of 12.88%, while QQQ has yielded a comparatively higher 18.99% 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%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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AIVSX vs. QQQ - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
AIVSX vs. QQQ — Risk / Return Rank
AIVSX
QQQ
AIVSX vs. QQQ - 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 Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.07 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.66 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.00 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.32 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIVSX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.07 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.59 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.86 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.38 | +0.30 |
Correlation
The correlation between AIVSX and QQQ is 0.83, 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. QQQ - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than QQQ's 0.48% 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% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
AIVSX vs. QQQ - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for AIVSX and QQQ.
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Drawdown Indicators
| AIVSX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -82.97% | +32.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.62% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -35.12% | +10.81% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -35.12% | +4.03% |
Current DrawdownCurrent decline from peak | -7.34% | -7.86% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -32.99% | +27.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.44% | -0.85% |
Volatility
AIVSX vs. QQQ - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 5.75%, while Invesco QQQ ETF (QQQ) has a volatility of 6.61%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 6.61% | -0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 12.82% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 22.70% | -5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 22.38% | -6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 22.25% | -5.70% |