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 0.97, 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
Key characteristics
AIVSX:
0.68
VOO:
0.57
AIVSX:
1.05
VOO:
0.92
AIVSX:
1.15
VOO:
1.13
AIVSX:
0.72
VOO:
0.58
AIVSX:
3.00
VOO:
2.42
AIVSX:
4.16%
VOO:
4.51%
AIVSX:
18.38%
VOO:
19.17%
AIVSX:
-50.43%
VOO:
-33.99%
AIVSX:
-9.71%
VOO:
-10.56%
Returns By Period
In the year-to-date period, AIVSX achieves a -4.47% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 10.92%, while VOO has yielded a comparatively higher 12.02% annualized return.
AIVSX
-4.47%
-4.83%
-2.83%
10.84%
16.04%
10.92%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 1.13%, less than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.13% | 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 | 1.39% | 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 -50.43%, 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 13.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.