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.
Correlation
The correlation between AIVSX and VOO is 0.96, 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
Key characteristics
AIVSX:
0.98
VOO:
1.76
AIVSX:
1.26
VOO:
2.37
AIVSX:
1.21
VOO:
1.32
AIVSX:
1.36
VOO:
2.66
AIVSX:
4.01
VOO:
11.10
AIVSX:
3.62%
VOO:
2.02%
AIVSX:
14.80%
VOO:
12.79%
AIVSX:
-48.94%
VOO:
-33.99%
AIVSX:
-7.55%
VOO:
-2.11%
Returns By Period
In the year-to-date period, AIVSX achieves a 3.00% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 6.40%, while VOO has yielded a comparatively higher 13.03% annualized return.
AIVSX
3.00%
-0.78%
0.72%
12.19%
9.60%
6.40%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 Rank
AIVSX
VOO
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 1.04%, less than VOO's 1.22% 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% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AIVSX vs. VOO - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -48.94%, 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
American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.37% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.