AIVSX vs. VT

Last updated Jun 23, 2026

AIVSX (American Funds Investment Company of America Class A) and VT (Vanguard Total World Stock ETF) are both funds - AIVSX is a Large Cap Blend Equities fund managed by American Funds, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, AIVSX returned 14.17%/yr vs 13.20%/yr for VT. Their correlation of 0.95 suggests significant overlap in exposure. AIVSX charges 0.55%/yr vs 0.06%/yr for VT.

Performance

AIVSX vs. VT - 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 Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIVSX achieves a 9.70% return, which is significantly lower than VT's 12.36% return. Over the past 10 years, AIVSX has outperformed VT with an annualized return of 14.17%, while VT has yielded a comparatively lower 13.20% annualized return.

AIVSX

• 1D: 1.34%
• 1M: 0.89%
• YTD: 9.70%
• 6M: 9.64%
• 1Y: 24.69%
• 3Y*: 22.72%
• 5Y*: 15.04%
• 10Y*: 14.17%

VT

• 1D: -0.06%
• 1M: 1.64%
• YTD: 12.36%
• 6M: 12.14%
• 1Y: 29.57%
• 3Y*: 20.75%
• 5Y*: 11.13%
• 10Y*: 13.20%

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

AIVSX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIVSX American Funds Investment Company of America Class A	9.70%	20.47%	24.90%	28.56%	-15.50%	25.10%	14.47%	24.10%	-8.21%	19.54%
VT Vanguard Total World Stock ETF	12.36%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between AIVSX and VT is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.94
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008	0.95

The correlation between AIVSX and VT has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

Return for Risk

AIVSX vs. VT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVSX

AIVSX Risk / Return Rank: 47
AIVSX Sharpe Ratio Rank: 47
AIVSX Sortino Ratio Rank: 42
AIVSX Omega Ratio Rank: 45
AIVSX Calmar Ratio Rank: 44
AIVSX Martin Ratio Rank: 57

VT

VT Risk / Return Rank: 70
VT Sharpe Ratio Rank: 71
VT Sortino Ratio Rank: 70
VT Omega Ratio Rank: 71
VT Calmar Ratio Rank: 64
VT Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIVSX vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and Vanguard Total World Stock ETF (VT). 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.

	AIVSX	VT	Difference
Sharpe ratio: Return per unit of total volatility	1.85	2.21	-0.37
Sortino ratio: Return per unit of downside risk	2.54	3.03	-0.49
Omega ratio: Gain probability vs. loss probability	1.34	1.40	-0.06
Calmar ratio: Return relative to maximum drawdown	2.42	3.07	-0.65
Martin ratio: Return relative to average drawdown	10.68	13.35	-2.67

AIVSX vs. VT - Sharpe Ratio Comparison

The current AIVSX Sharpe Ratio is 1.85, which is comparable to the VT Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of AIVSX and VT, 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

AIVSX vs. VT - Drawdown Comparison

The maximum AIVSX drawdown since its inception was -50.90%, roughly equal to the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AIVSX and VT.

Drawdown Indicators

	AIVSX	VT	Difference
Max Drawdown Largest peak-to-trough decline	-50.90%	-50.27%	-0.63%
Max Drawdown (1Y) Largest decline over 1 year	-10.08%	-9.67%	-0.41%
Max Drawdown (3Y) Largest decline over 3 years	-17.40%	-16.51%	-0.89%
Max Drawdown (5Y) Largest decline over 5 years	-24.31%	-26.38%	+2.07%
Max Drawdown (10Y) Largest decline over 10 years	-31.09%	-34.24%	+3.15%
Current Drawdown Current decline from peak	-1.09%	-0.77%	-0.32%
Average Drawdown Average peak-to-trough decline	-5.90%	-7.00%	+1.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.28%	2.22%	+0.06%

Volatility

AIVSX vs. VT - Volatility Comparison

American Funds Investment Company of America Class A (AIVSX) and Vanguard Total World Stock ETF (VT) have volatilities of 5.04% and 5.23%, 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.

Volatility by Period

	AIVSX	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.04%	5.23%	-0.19%
Volatility (6M) Calculated over the trailing 6-month period	10.60%	11.12%	-0.52%
Volatility (1Y) Calculated over the trailing 1-year period	13.18%	13.44%	-0.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.12%	16.16%	-0.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.63%	17.27%	-0.64%

AIVSX vs. VT - Expense Ratio Comparison

AIVSX has a 0.55% expense ratio, which is higher than VT's 0.06% expense ratio.

Dividends

AIVSX vs. VT - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 9.14%, more than VT's 1.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIVSX American Funds Investment Company of America Class A	9.14%	10.60%	9.29%	4.96%	6.12%	6.94%	1.65%	6.15%	9.61%	7.08%	5.48%	8.95%
VT Vanguard Total World Stock ETF	1.58%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both AIVSX and VT in my portfolio?

With a correlation of 0.94, AIVSX and VT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AIVSX or VT?

VT has higher volatility (5.23%) compared to AIVSX (5.04%). In terms of maximum drawdown, AIVSX dropped -50.90% vs VT's -50.27%.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (2.21 vs 1.85), 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.