AIVSX vs. VUG
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard Growth ETF (VUG).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
AIVSX vs. VUG - Performance Comparison
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AIVSX vs. VUG - 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% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, AIVSX has underperformed VUG with an annualized return of 12.88%, while VUG has yielded a comparatively higher 16.16% 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%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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AIVSX vs. VUG - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
AIVSX vs. VUG — Risk / Return Rank
AIVSX
VUG
AIVSX vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.82 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.32 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.19 | +0.53 |
Martin ratioReturn relative to average drawdown | 7.16 | 4.15 | +3.01 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.82 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.53 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.76 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.57 | +0.10 |
Correlation
The correlation between AIVSX and VUG is 0.92, 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. VUG - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than VUG's 0.45% 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% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
AIVSX vs. VUG - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AIVSX and VUG.
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Drawdown Indicators
| AIVSX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -50.68% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -16.53% | +5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -35.61% | +11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -35.61% | +4.52% |
Current DrawdownCurrent decline from peak | -7.34% | -12.25% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -7.13% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.72% | -2.13% |
Volatility
AIVSX vs. VUG - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 5.75%, while Vanguard Growth ETF (VUG) has a volatility of 7.12%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 7.12% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 12.70% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 22.70% | -5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 22.22% | -6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 21.38% | -4.83% |