AIVSX vs. VOO
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P 500 ETF (VOO).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Key characteristics
| AIVSX | VOO | |
|---|---|---|
| YTD Return | 26.02% | 26.94% |
| 1Y Return | 35.64% | 35.06% |
| 3Y Return (Ann) | 11.52% | 10.23% |
| 5Y Return (Ann) | 15.42% | 15.77% |
| 10Y Return (Ann) | 12.07% | 13.41% |
| Sharpe Ratio | 3.15 | 3.08 |
| Sortino Ratio | 4.20 | 4.09 |
| Omega Ratio | 1.59 | 1.58 |
| Calmar Ratio | 5.63 | 4.46 |
| Martin Ratio | 25.34 | 20.36 |
| Ulcer Index | 1.51% | 1.85% |
| Daily Std Dev | 12.13% | 12.23% |
| Max Drawdown | -50.56% | -33.99% |
| Current Drawdown | -0.54% | -0.25% |
Correlation
The correlation between AIVSX and VOO is 0.97, 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. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with AIVSX having a 26.02% return and VOO slightly higher at 26.94%. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 12.07%, while VOO has yielded a comparatively higher 13.41% 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. VOO - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AIVSX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 1.16%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.16% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AIVSX vs. VOO - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIVSX and VOO. For additional features, visit the drawdowns tool.
Volatility
AIVSX vs. VOO - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 3.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.78%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.