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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVSX or VT.
Key characteristics
| AIVSX | VT | |
|---|---|---|
| YTD Return | 26.22% | 18.68% |
| 1Y Return | 38.44% | 29.94% |
| 3Y Return (Ann) | 11.60% | 5.69% |
| 5Y Return (Ann) | 15.68% | 11.38% |
| 10Y Return (Ann) | 12.09% | 9.45% |
| Sharpe Ratio | 3.16 | 2.54 |
| Sortino Ratio | 4.22 | 3.47 |
| Omega Ratio | 1.59 | 1.46 |
| Calmar Ratio | 5.65 | 3.17 |
| Martin Ratio | 25.45 | 16.70 |
| Ulcer Index | 1.51% | 1.79% |
| Daily Std Dev | 12.13% | 11.78% |
| Max Drawdown | -50.56% | -50.27% |
| Current Drawdown | -0.38% | -0.96% |
Correlation
The correlation between AIVSX and VT 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
AIVSX vs. VT - Performance Comparison
In the year-to-date period, AIVSX achieves a 26.22% return, which is significantly higher than VT's 18.68% return. Over the past 10 years, AIVSX has outperformed VT with an annualized return of 12.09%, while VT has yielded a comparatively lower 9.45% annualized 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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AIVSX vs. VT - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
AIVSX vs. VT - 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 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.
Dividends
AIVSX vs. VT - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 1.15%, less than VT's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.15% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
VT Vanguard Total World Stock ETF | 1.84% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
AIVSX vs. VT - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.56%, 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. For additional features, visit the drawdowns tool.
Volatility
AIVSX vs. VT - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 3.57% compared to Vanguard Total World Stock ETF (VT) at 3.31%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.