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AIVSX vs VOO
AIVSX is a mutual fund, whereas VOO is an ETF. AIVSX has a lower 5-year return than VOO (7.53% vs 10.06%). AIVSX has a higher expense ratio than VOO (0.57% vs 0.03%). Below is the comparison between AIVSX and VOO.
|Security Type||ETF||Mutual fund|
|Segment||Equity: U.S. - Large Cap||U.S. Equity: Large Blend|
|Management Style||passive (index-based)||active|
The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.
Top 10 Holdings (27.15% of Total Assets)
|Facebook Inc A||FB||4.99%|
|Exxon Mobil Corp||XOM||2.16%|
|EOG Resources Inc||EOG||1.59%|
|The Home Depot Inc||HD||1.59%|
The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.
Top 10 Holdings (21.39% of Total Assets)
|Facebook Inc A||FB||1.89%|
|Berkshire Hathaway Inc B||BRK.B||1.63%|
|Johnson & Johnson||JNJ||1.51%|
|JPMorgan Chase & Co||JPM||1.48%|
|Alphabet Inc Class C||GOOG||1.35%|
|Exxon Mobil Corp||XOM||1.32%|
|Alphabet Inc A||GOOGL||1.32%|