IFAFX vs. VOO
Compare and contrast key facts about American Funds Income Fund of America Class F1 (IFAFX) and Vanguard S&P 500 ETF (VOO).
IFAFX is an actively managed fund by American Funds. It was launched on Dec 1, 1973. 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
IFAFX vs. VOO - Performance Comparison
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IFAFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFAFX American Funds Income Fund of America Class F1 | 2.82% | 17.71% | 10.76% | 6.76% | -6.48% | 17.28% | 4.40% | 18.41% | -5.33% | 12.48% |
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, IFAFX achieves a 2.82% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, IFAFX has underperformed VOO with an annualized return of 8.28%, while VOO has yielded a comparatively higher 14.14% annualized return.
IFAFX
- 1D
- 1.37%
- 1M
- -4.18%
- YTD
- 2.82%
- 6M
- 5.27%
- 1Y
- 15.32%
- 3Y*
- 12.38%
- 5Y*
- 8.01%
- 10Y*
- 8.28%
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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IFAFX vs. VOO - Expense Ratio Comparison
IFAFX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
IFAFX vs. VOO — Risk / Return Rank
IFAFX
VOO
IFAFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Income Fund of America Class F1 (IFAFX) 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.
| IFAFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.01 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.27 | 1.53 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.55 | +0.41 |
Martin ratioReturn relative to average drawdown | 9.12 | 7.31 | +1.81 |
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
| IFAFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.01 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.71 | +0.14 |
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 | 0.70 | 0.83 | -0.13 |
Correlation
The correlation between IFAFX and VOO is 0.88, 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
IFAFX vs. VOO - Dividend Comparison
IFAFX's dividend yield for the trailing twelve months is around 9.70%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFAFX American Funds Income Fund of America Class F1 | 9.70% | 9.91% | 6.33% | 2.90% | 6.94% | 6.61% | 2.76% | 4.95% | 7.39% | 4.20% | 3.01% | 5.02% |
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
IFAFX vs. VOO - Drawdown Comparison
The maximum IFAFX drawdown since its inception was -41.90%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IFAFX and VOO.
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Drawdown Indicators
| IFAFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.90% | -33.99% | -7.91% |
Max Drawdown (1Y)Largest decline over 1 year | -8.22% | -11.98% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -15.84% | -24.52% | +8.68% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -33.99% | +7.86% |
Current DrawdownCurrent decline from peak | -4.45% | -5.55% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -3.72% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 2.55% | -0.79% |
Volatility
IFAFX vs. VOO - Volatility Comparison
The current volatility for American Funds Income Fund of America Class F1 (IFAFX) is 3.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that IFAFX 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.
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Volatility by Period
| IFAFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 5.34% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 5.62% | 9.47% | -3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.54% | 18.11% | -8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.48% | 16.82% | -7.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.67% | 17.99% | -7.32% |