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:
1.27
VOO:
2.25
AIVSX:
1.58
VOO:
2.98
AIVSX:
1.27
VOO:
1.42
AIVSX:
1.72
VOO:
3.31
AIVSX:
9.44
VOO:
14.77
AIVSX:
1.98%
VOO:
1.90%
AIVSX:
14.78%
VOO:
12.46%
AIVSX:
-50.56%
VOO:
-33.99%
AIVSX:
-10.00%
VOO:
-2.47%
Returns By Period
In the year-to-date period, AIVSX achieves a 16.46% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 12.12%, while VOO has yielded a comparatively higher 13.08% annualized return.
AIVSX
16.46%
-6.20%
1.65%
17.25%
12.69%
12.12%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 0.80%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 0.80% | 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 | 0.91% | 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
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 9.24% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.