AGCVX vs. IVV
Compare and contrast key facts about American Century Global Small Cap Fund (AGCVX) and iShares Core S&P 500 ETF (IVV).
AGCVX is managed by American Century Investments. It was launched on Mar 28, 2016. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGCVX or IVV.
Correlation
The correlation between AGCVX and IVV is 0.84, 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
AGCVX vs. IVV - Performance Comparison
Key characteristics
AGCVX:
0.93
IVV:
1.98
AGCVX:
1.33
IVV:
2.65
AGCVX:
1.16
IVV:
1.36
AGCVX:
0.41
IVV:
2.98
AGCVX:
4.41
IVV:
12.36
AGCVX:
3.47%
IVV:
2.03%
AGCVX:
16.41%
IVV:
12.68%
AGCVX:
-48.03%
IVV:
-55.25%
AGCVX:
-28.57%
IVV:
0.00%
Returns By Period
In the year-to-date period, AGCVX achieves a 2.37% return, which is significantly lower than IVV's 4.08% return.
AGCVX
2.37%
1.55%
4.90%
11.42%
3.23%
N/A
IVV
4.08%
2.86%
10.73%
23.14%
14.36%
13.28%
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AGCVX vs. IVV - Expense Ratio Comparison
AGCVX has a 1.11% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
AGCVX vs. IVV — Risk-Adjusted Performance Rank
AGCVX
IVV
AGCVX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Small Cap Fund (AGCVX) and iShares Core S&P 500 ETF (IVV). 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
AGCVX vs. IVV - Dividend Comparison
AGCVX's dividend yield for the trailing twelve months is around 2.14%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGCVX American Century Global Small Cap Fund | 2.14% | 2.19% | 0.22% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
AGCVX vs. IVV - Drawdown Comparison
The maximum AGCVX drawdown since its inception was -48.03%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AGCVX and IVV. For additional features, visit the drawdowns tool.
Volatility
AGCVX vs. IVV - Volatility Comparison
American Century Global Small Cap Fund (AGCVX) has a higher volatility of 4.37% compared to iShares Core S&P 500 ETF (IVV) at 3.11%. This indicates that AGCVX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.