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AIVSX vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIVSX and SCHD is 0.85, 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.


-0.50.00.51.00.8

Performance

AIVSX vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Investment Company of America Class A (AIVSX) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
2.68%
6.68%
AIVSX
SCHD

Key characteristics

Sharpe Ratio

AIVSX:

1.24

SCHD:

1.15

Sortino Ratio

AIVSX:

1.54

SCHD:

1.70

Omega Ratio

AIVSX:

1.26

SCHD:

1.20

Calmar Ratio

AIVSX:

1.67

SCHD:

1.63

Martin Ratio

AIVSX:

8.82

SCHD:

5.55

Ulcer Index

AIVSX:

2.07%

SCHD:

2.33%

Daily Std Dev

AIVSX:

14.78%

SCHD:

11.24%

Max Drawdown

AIVSX:

-50.56%

SCHD:

-33.37%

Current Drawdown

AIVSX:

-9.24%

SCHD:

-6.45%

Returns By Period

In the year-to-date period, AIVSX achieves a 17.45% return, which is significantly higher than SCHD's 11.86% return. Both investments have delivered pretty close results over the past 10 years, with AIVSX having a 11.01% annualized return and SCHD not far behind at 10.89%.


AIVSX

YTD

17.45%

1M

-6.09%

6M

2.68%

1Y

17.94%

5Y*

12.86%

10Y*

11.01%

SCHD

YTD

11.86%

1M

-5.88%

6M

6.68%

1Y

12.28%

5Y*

11.08%

10Y*

10.89%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AIVSX vs. SCHD - Expense Ratio Comparison

AIVSX has a 0.57% expense ratio, which is higher than SCHD's 0.06% expense ratio.


AIVSX
American Funds Investment Company of America Class A
Expense ratio chart for AIVSX: current value at 0.57% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.57%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Risk-Adjusted Performance

AIVSX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and Schwab US Dividend Equity ETF (SCHD). 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.


Sharpe ratio
The chart of Sharpe ratio for AIVSX, currently valued at 1.24, compared to the broader market-1.000.001.002.003.004.001.241.15
The chart of Sortino ratio for AIVSX, currently valued at 1.54, compared to the broader market-2.000.002.004.006.008.0010.001.541.70
The chart of Omega ratio for AIVSX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.20
The chart of Calmar ratio for AIVSX, currently valued at 1.67, compared to the broader market0.002.004.006.008.0010.0012.0014.001.671.63
The chart of Martin ratio for AIVSX, currently valued at 8.82, compared to the broader market0.0020.0040.0060.008.825.55
AIVSX
SCHD

The current AIVSX Sharpe Ratio is 1.24, which is comparable to the SCHD Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of AIVSX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.24
1.15
AIVSX
SCHD

Dividends

AIVSX vs. SCHD - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 0.80%, less than SCHD's 3.63% yield.


TTM20232022202120202019201820172016201520142013
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%
SCHD
Schwab US Dividend Equity ETF
3.63%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

AIVSX vs. SCHD - Drawdown Comparison

The maximum AIVSX drawdown since its inception was -50.56%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AIVSX and SCHD. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.24%
-6.45%
AIVSX
SCHD

Volatility

AIVSX vs. SCHD - Volatility Comparison

American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 9.29% compared to Schwab US Dividend Equity ETF (SCHD) at 3.73%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.29%
3.73%
AIVSX
SCHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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