AIVGX vs. VIGI
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and Vanguard International Dividend Appreciation ETF (VIGI).
AIVGX is managed by American Funds. It was launched on Mar 31, 2011. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVGX or VIGI.
Key characteristics
| AIVGX | VIGI | |
|---|---|---|
| YTD Return | 3.73% | 1.03% |
| 1Y Return | 7.61% | 7.61% |
| 3Y Return (Ann) | 2.05% | 2.00% |
| Sharpe Ratio | 0.63 | 0.67 |
| Daily Std Dev | 11.38% | 11.21% |
| Max Drawdown | -31.04% | -31.01% |
| Current Drawdown | -2.53% | -4.40% |
Correlation
The correlation between AIVGX and VIGI is 0.94, 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
AIVGX vs. VIGI - Performance Comparison
In the year-to-date period, AIVGX achieves a 3.73% return, which is significantly higher than VIGI's 1.03% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AIVGX vs. VIGI - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
AIVGX vs. VIGI - Risk-Adjusted Performance 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.
Dividends
AIVGX vs. VIGI - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 1.47%, less than VIGI's 2.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 1.47% | 1.53% | 1.51% | 2.84% | 2.65% | 5.86% | 0.00% | 0.00% | 0.00% |
VIGI Vanguard International Dividend Appreciation ETF | 2.06% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
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. For additional features, visit the drawdowns tool.
Volatility
AIVGX vs. VIGI - Volatility Comparison
American Funds International Vantage Fund (AIVGX) and Vanguard International Dividend Appreciation ETF (VIGI) have volatilities of 3.55% and 3.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.