AIVGX vs. VIGI

Last updated Aug 4, 2026

AIVGX (American Funds International Vantage Fund) and VIGI (Vanguard International Dividend Appreciation ETF) are both funds - AIVGX is a Foreign Large Cap Equities fund managed by American Funds, while VIGI is a Dividend fund tracking the S&P Global Ex-U.S. Dividend Growers Index. Over the past 5 years, AIVGX returned 6.65%/yr vs 5.10%/yr for VIGI. Their correlation of 0.91 means they have usually moved in the same direction. AIVGX charges 0.59%/yr vs 0.15%/yr for VIGI.

Performance

AIVGX vs. VIGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Vantage Fund (AIVGX) and Vanguard International Dividend Appreciation ETF (VIGI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with AIVGX having a 8.00% return and VIGI slightly lower at 7.84%.

AIVGX

• 1D: -0.18%
• 1M: 0.78%
• 6M: 2.97%
• YTD: 8.00%
• 1Y: 18.34%
• 3Y*: 12.80%
• 5Y*: 6.65%
• 10Y*: —
• ALL TIME*: 9.10%

VIGI

• 1D: 0.20%
• 1M: 2.61%
• 6M: 5.71%
• YTD: 7.84%
• 1Y: 15.71%
• 3Y*: 11.57%
• 5Y*: 5.10%
• 10Y*: 8.08%
• ALL TIME*: 8.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIVGX American Funds International Vantage Fund	$0.00	$0.00	$0.00
VIGI Vanguard International Dividend Appreciation ETF	$21.75M	$24.25M	$27.42M

AIVGX vs. VIGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AIVGX American Funds International Vantage Fund	8.00%	28.36%	1.36%	16.30%	-16.86%	9.48%	16.37%	3.80%
VIGI Vanguard International Dividend Appreciation ETF	7.84%	16.88%	2.73%	16.30%	-16.79%	12.51%	14.66%	3.65%

Correlation

The correlation between AIVGX and VIGI is 0.84, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.84
Correlation (3Y) Balances recent behavior with more history.	0.87
Correlation (5Y) Shows whether the relationship held over a longer period.	0.91
Correlation (All Time) Calculated using the full available price history since Nov 8, 2019	0.91

The correlation between AIVGX and VIGI has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.

Return for Risk

AIVGX vs. VIGI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIVGX

AIVGX Risk / Return Rank: 33
AIVGX Sharpe Ratio Rank: 31
AIVGX Sortino Ratio Rank: 33
AIVGX Omega Ratio Rank: 32
AIVGX Calmar Ratio Rank: 34
AIVGX Martin Ratio Rank: 37

VIGI

VIGI Risk / Return Rank: 47
VIGI Sharpe Ratio Rank: 49
VIGI Sortino Ratio Rank: 49
VIGI Omega Ratio Rank: 47
VIGI Calmar Ratio Rank: 41
VIGI Martin Ratio Rank: 47

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AIVGX vs. VIGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and Vanguard International Dividend Appreciation ETF (VIGI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AIVGX	VIGI	Difference
Sharpe ratio: Return per unit of total volatility	1.11	1.23	-0.12
Sortino ratio: Return per unit of downside risk	1.69	1.78	-0.10
Omega ratio: Gain probability vs. loss probability	1.21	1.22	-0.01
Calmar ratio: Return relative to maximum drawdown	1.56	1.48	+0.08
Martin ratio: Return relative to average drawdown	5.76	5.45	+0.31

AIVGX vs. VIGI - Sharpe Ratio Comparison

The current AIVGX Sharpe Ratio is 1.11, which is comparable to the VIGI Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of AIVGX and VIGI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AIVGX vs. VIGI - Drawdown Comparison

The maximum AIVGX drawdown since its inception was -31.04%, roughly equal to the maximum VIGI drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for AIVGX and VIGI.

Drawdown Indicators

	AIVGX	VIGI	Difference
Max Drawdown Largest peak-to-trough decline	-31.04%	-31.01%	-0.03%
Max Drawdown (1Y) Largest decline over 1 year	-11.58%	-10.64%	-0.94%
Max Drawdown (3Y) Largest decline over 3 years	-13.65%	-14.50%	+0.85%
Max Drawdown (5Y) Largest decline over 5 years	-31.04%	-28.80%	-2.24%
Max Drawdown (10Y) Largest decline over 10 years	—	-31.01%	—
Current Drawdown Current decline from peak	-0.55%	-0.63%	+0.08%
Average Drawdown Average peak-to-trough decline	-6.87%	-6.10%	-0.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.14%	2.89%	+0.25%

Volatility

AIVGX vs. VIGI - Volatility Comparison

American Funds International Vantage Fund (AIVGX) has a higher volatility of 4.63% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.46%. This indicates that AIVGX's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVGX	VIGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.63%	3.46%	+1.17%
Volatility (6M) Calculated over the trailing 6-month period	14.22%	10.57%	+3.65%
Volatility (1Y) Calculated over the trailing 1-year period	16.38%	12.89%	+3.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.87%	14.49%	+1.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.88%	15.75%	+1.13%

AIVGX vs. VIGI - Expense Ratio Comparison

AIVGX has a 0.59% expense ratio, which is higher than VIGI's 0.15% expense ratio.

Dividends

AIVGX vs. VIGI - Dividend Comparison

AIVGX's dividend yield for the trailing twelve months is around 3.20%, more than VIGI's 2.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AIVGX American Funds International Vantage Fund	3.20%	3.46%	1.66%	1.53%	1.43%	2.84%	2.65%	5.86%	0.00%	0.00%	0.00%
VIGI Vanguard International Dividend Appreciation ETF	2.05%	2.14%	1.93%	1.92%	2.06%	7.02%	1.29%	1.83%	1.99%	1.75%	1.05%

Frequently Asked Questions

Can I hold both AIVGX and VIGI in my portfolio?

AIVGX and VIGI have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVGX or VIGI?

AIVGX has higher volatility (4.63%) compared to VIGI (3.46%). In terms of maximum drawdown, AIVGX dropped -31.04% vs VIGI's -31.01%.

Which has better risk-adjusted returns?

VIGI currently has the higher Sharpe Ratio (1.23 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.