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.
Performance
AIVSX vs. VOO - Performance Comparison
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AIVSX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 12.88%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
AIVSX vs. VOO — Risk / Return Rank
AIVSX
VOO
AIVSX vs. VOO - 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 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.
| AIVSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.01 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.53 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.55 | +0.17 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.31 | -0.15 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.01 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.71 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.79 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.16 |
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.
Dividends
AIVSX vs. VOO - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AIVSX vs. VOO - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, 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.
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Drawdown Indicators
| AIVSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -33.99% | -16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -11.98% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -24.52% | +0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -33.99% | +2.90% |
Current DrawdownCurrent decline from peak | -7.34% | -5.55% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -3.72% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.55% | +0.04% |
Volatility
AIVSX vs. VOO - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 5.75% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| AIVSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.34% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 9.47% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 18.11% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.82% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 17.99% | -1.44% |