GAIOX vs. VOO

In the year-to-date period, GAIOX achieves a 4.41% return, which is significantly higher than VOO's 1.73% return. Over the past 10 years, GAIOX has underperformed VOO with an annualized return of 5.93%, while VOO has yielded a comparatively higher 12.85% annualized return.

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GAIOX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.

The current GAIOX Sharpe Ratio is 0.57, which is comparable to the VOO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of GAIOX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GAIOX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.28% yield.

The maximum GAIOX drawdown since its inception was -26.85%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GAIOX and VOO. For additional features, visit the drawdowns tool.

The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 3.51%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. This indicates that GAIOX 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.