AIVSX vs. VT
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard Total World Stock ETF (VT).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
AIVSX vs. VT - Performance Comparison
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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 | -7.68% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
VT Vanguard Total World Stock ETF | -0.74% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, AIVSX achieves a -7.68% return, which is significantly lower than VT's -0.74% return. Over the past 10 years, AIVSX has outperformed VT with an annualized return of 12.54%, while VT has yielded a comparatively lower 11.64% annualized return.
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
VT
- 1D
- 0.99%
- 1M
- -4.72%
- YTD
- -0.74%
- 6M
- 1.90%
- 1Y
- 22.33%
- 3Y*
- 17.24%
- 5Y*
- 9.43%
- 10Y*
- 11.64%
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AIVSX vs. VT - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
AIVSX vs. VT — Risk / Return Rank
AIVSX
VT
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.
| AIVSX | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.30 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.90 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.92 | -0.74 |
Martin ratioReturn relative to average drawdown | 5.00 | 8.83 | -3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIVSX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.30 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.68 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.40 | +0.26 |
Correlation
The correlation between AIVSX and VT is 0.95, 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.
Dividends
AIVSX vs. VT - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.51%, more than VT's 1.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 11.51% | 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 | 1.80% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
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.
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Drawdown Indicators
| AIVSX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -50.27% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -11.84% | +1.08% |
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 DrawdownCurrent decline from peak | -10.08% | -5.97% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -7.08% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.57% | -0.03% |
Volatility
AIVSX vs. VT - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 4.60%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.18%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 6.18% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.45% | 10.00% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.34% | 17.26% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 15.98% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 17.20% | -0.68% |