IVOG vs. AIVSX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and American Funds Investment Company of America Class A (AIVSX).
IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOG or AIVSX.
Correlation
The correlation between IVOG and AIVSX is 0.84, 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
IVOG vs. AIVSX - Performance Comparison
Key characteristics
IVOG:
1.12
AIVSX:
1.27
IVOG:
1.62
AIVSX:
1.58
IVOG:
1.20
AIVSX:
1.27
IVOG:
1.76
AIVSX:
1.72
IVOG:
5.63
AIVSX:
9.44
IVOG:
3.28%
AIVSX:
1.98%
IVOG:
16.54%
AIVSX:
14.78%
IVOG:
-39.32%
AIVSX:
-50.56%
IVOG:
-7.60%
AIVSX:
-10.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with IVOG having a 16.61% return and AIVSX slightly lower at 16.46%. Over the past 10 years, IVOG has underperformed AIVSX with an annualized return of 9.75%, while AIVSX has yielded a comparatively higher 12.12% annualized return.
IVOG
16.61%
-3.07%
4.20%
16.71%
10.06%
9.75%
AIVSX
16.46%
-6.20%
1.65%
17.25%
12.69%
12.12%
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IVOG vs. AIVSX - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Risk-Adjusted Performance
IVOG vs. AIVSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and American Funds Investment Company of America Class A (AIVSX). 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
IVOG vs. AIVSX - Dividend Comparison
IVOG has not paid dividends to shareholders, while AIVSX's dividend yield for the trailing twelve months is around 0.80%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.00% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
AIVSX American Funds Investment Company of America Class A | 0.80% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
Drawdowns
IVOG vs. AIVSX - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum AIVSX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for IVOG and AIVSX. For additional features, visit the drawdowns tool.
Volatility
IVOG vs. AIVSX - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is 5.36%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 9.24%. This indicates that IVOG experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.