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.
Key characteristics
| GAIOX | VOO | |
|---|---|---|
| YTD Return | 16.97% | 27.26% |
| 1Y Return | 27.79% | 37.86% |
| 3Y Return (Ann) | 5.44% | 10.35% |
| 5Y Return (Ann) | 10.78% | 16.03% |
| 10Y Return (Ann) | 8.89% | 13.45% |
| Sharpe Ratio | 3.09 | 3.25 |
| Sortino Ratio | 4.30 | 4.31 |
| Omega Ratio | 1.59 | 1.61 |
| Calmar Ratio | 3.35 | 4.74 |
| Martin Ratio | 21.43 | 21.63 |
| Ulcer Index | 1.36% | 1.85% |
| Daily Std Dev | 9.41% | 12.25% |
| Max Drawdown | -26.85% | -33.99% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between GAIOX and VOO is 0.95, 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
In the year-to-date period, GAIOX achieves a 16.97% return, which is significantly lower than VOO's 27.26% return. Over the past 10 years, GAIOX has underperformed VOO with an annualized return of 8.89%, while VOO has yielded a comparatively higher 13.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.77%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 1.77% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 2.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. 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.