GAIOX vs. VOO
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and Vanguard S&P 500 ETF (VOO).
GAIOX is managed by American Funds. It was launched on May 18, 2012. 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: GAIOX or VOO.
Correlation
The correlation between GAIOX and VOO is 0.94, 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
GAIOX vs. VOO - Performance Comparison
Key characteristics
GAIOX:
0.43
VOO:
0.54
GAIOX:
0.67
VOO:
0.88
GAIOX:
1.10
VOO:
1.13
GAIOX:
0.43
VOO:
0.55
GAIOX:
1.68
VOO:
2.27
GAIOX:
3.54%
VOO:
4.55%
GAIOX:
13.80%
VOO:
19.19%
GAIOX:
-26.85%
VOO:
-33.99%
GAIOX:
-6.63%
VOO:
-9.90%
Returns By Period
In the year-to-date period, GAIOX achieves a -0.96% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, GAIOX has underperformed VOO with an annualized return of 5.41%, while VOO has yielded a comparatively higher 12.12% annualized return.
GAIOX
-0.96%
-1.47%
-3.80%
5.67%
7.80%
5.41%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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GAIOX vs. VOO - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GAIOX vs. VOO — Risk-Adjusted Performance Rank
GAIOX
VOO
GAIOX vs. VOO - Risk-Adjusted Performance Comparison
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.
Dividends
GAIOX vs. VOO - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 1.91%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 1.91% | 1.87% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GAIOX vs. VOO - Drawdown Comparison
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.
Volatility
GAIOX vs. VOO - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 9.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.