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.
Performance
IVOG vs. AIVSX - Performance Comparison
Returns By Period
In the year-to-date period, IVOG achieves a 22.11% return, which is significantly lower than AIVSX's 24.52% return. Over the past 10 years, IVOG has underperformed AIVSX with an annualized return of 10.26%, while AIVSX has yielded a comparatively higher 11.77% annualized return.
IVOG
22.11%
4.26%
8.61%
31.73%
11.95%
10.26%
AIVSX
24.52%
0.34%
11.87%
31.75%
15.17%
11.77%
Key characteristics
| IVOG | AIVSX | |
|---|---|---|
| Sharpe Ratio | 1.99 | 2.68 |
| Sortino Ratio | 2.78 | 3.59 |
| Omega Ratio | 1.34 | 1.49 |
| Calmar Ratio | 2.19 | 4.77 |
| Martin Ratio | 10.40 | 21.02 |
| Ulcer Index | 3.13% | 1.54% |
| Daily Std Dev | 16.35% | 12.10% |
| Max Drawdown | -39.32% | -50.56% |
| Current Drawdown | -1.37% | -1.73% |
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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.
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.
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's dividend yield for the trailing twelve months is around 0.94%, less than AIVSX's 1.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.94% | 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 | 1.17% | 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
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a higher volatility of 5.20% compared to American Funds Investment Company of America Class A (AIVSX) at 3.73%. This indicates that IVOG's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.