AGBVX vs. VGT
Compare and contrast key facts about American Century Global Bond Fund (AGBVX) and Vanguard Information Technology ETF (VGT).
AGBVX is managed by American Century Investments. It was launched on Jan 30, 2012. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGBVX or VGT.
Key characteristics
| AGBVX | VGT | |
|---|---|---|
| YTD Return | -1.38% | 6.92% |
| 1Y Return | 1.09% | 34.67% |
| 3Y Return (Ann) | -2.73% | 13.42% |
| 5Y Return (Ann) | -0.27% | 21.23% |
| 10Y Return (Ann) | 1.36% | 20.28% |
| Sharpe Ratio | 0.28 | 1.87 |
| Daily Std Dev | 5.24% | 18.27% |
| Max Drawdown | -16.32% | -54.63% |
| Current Drawdown | -9.70% | -2.39% |
Correlation
The correlation between AGBVX and VGT is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGBVX vs. VGT - Performance Comparison
In the year-to-date period, AGBVX achieves a -1.38% return, which is significantly lower than VGT's 6.92% return. Over the past 10 years, AGBVX has underperformed VGT with an annualized return of 1.36%, while VGT has yielded a comparatively higher 20.28% 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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AGBVX vs. VGT - Expense Ratio Comparison
AGBVX has a 0.80% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
AGBVX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Bond Fund (AGBVX) and Vanguard Information Technology ETF (VGT). 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
AGBVX vs. VGT - Dividend Comparison
AGBVX's dividend yield for the trailing twelve months is around 1.91%, more than VGT's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGBVX American Century Global Bond Fund | 1.91% | 1.88% | 7.39% | 2.15% | 0.90% | 1.72% | 6.01% | 1.91% | 1.43% | 0.44% | 4.48% | 4.71% |
VGT Vanguard Information Technology ETF | 0.70% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
AGBVX vs. VGT - Drawdown Comparison
The maximum AGBVX drawdown since its inception was -16.32%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AGBVX and VGT. For additional features, visit the drawdowns tool.
Volatility
AGBVX vs. VGT - Volatility Comparison
The current volatility for American Century Global Bond Fund (AGBVX) is 1.38%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.66%. This indicates that AGBVX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.