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:
0.15
IVV:
0.58
AGCVX:
0.36
IVV:
0.94
AGCVX:
1.05
IVV:
1.14
AGCVX:
0.10
IVV:
0.60
AGCVX:
0.49
IVV:
2.33
AGCVX:
6.84%
IVV:
4.80%
AGCVX:
21.77%
IVV:
19.29%
AGCVX:
-40.08%
IVV:
-55.25%
AGCVX:
-20.91%
IVV:
-8.17%
Returns By Period
In the year-to-date period, AGCVX achieves a -3.50% return, which is significantly higher than IVV's -3.93% return.
AGCVX
-3.50%
16.28%
-6.05%
1.82%
9.41%
N/A
IVV
-3.93%
11.33%
-4.44%
9.92%
15.73%
12.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.77%, more than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGCVX American Century Global Small Cap Fund | 1.77% | 2.19% | 0.22% | 0.00% | 17.80% | 4.84% | 4.97% | 2.27% | 5.04% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.37% | 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 -40.08%, 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
The current volatility for American Century Global Small Cap Fund (AGCVX) is 9.86%, while iShares Core S&P 500 ETF (IVV) has a volatility of 11.44%. This indicates that AGCVX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.