AGCVX vs. VWCE.DE
Compare and contrast key facts about American Century Global Small Cap Fund (AGCVX) and Vanguard FTSE All-World UCITS ETF (VWCE.DE).
AGCVX is managed by American Century Investments. It was launched on Mar 28, 2016. VWCE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGCVX or VWCE.DE.
Key characteristics
| AGCVX | VWCE.DE | |
|---|---|---|
| YTD Return | 9.15% | 11.49% |
| 1Y Return | 16.91% | 23.81% |
| 3Y Return (Ann) | -2.88% | 9.79% |
| Sharpe Ratio | 1.02 | 2.35 |
| Daily Std Dev | 15.65% | 9.38% |
| Max Drawdown | -40.08% | -33.43% |
| Current Drawdown | -20.50% | 0.00% |
Correlation
The correlation between AGCVX and VWCE.DE is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AGCVX vs. VWCE.DE - Performance Comparison
In the year-to-date period, AGCVX achieves a 9.15% return, which is significantly lower than VWCE.DE's 11.49% 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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AGCVX vs. VWCE.DE - Expense Ratio Comparison
AGCVX has a 1.11% expense ratio, which is higher than VWCE.DE's 0.22% expense ratio.
Risk-Adjusted Performance
AGCVX vs. VWCE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Small Cap Fund (AGCVX) and Vanguard FTSE All-World UCITS ETF (VWCE.DE). 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. VWCE.DE - Dividend Comparison
AGCVX's dividend yield for the trailing twelve months is around 0.49%, while VWCE.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
AGCVX American Century Global Small Cap Fund | 0.49% | 0.22% | 0.00% | 17.80% | 4.84% | 4.97% | 2.27% | 5.04% |
VWCE.DE Vanguard FTSE All-World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGCVX vs. VWCE.DE - Drawdown Comparison
The maximum AGCVX drawdown since its inception was -40.08%, which is greater than VWCE.DE's maximum drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for AGCVX and VWCE.DE. For additional features, visit the drawdowns tool.
Volatility
AGCVX vs. VWCE.DE - Volatility Comparison
American Century Global Small Cap Fund (AGCVX) has a higher volatility of 4.03% compared to Vanguard FTSE All-World UCITS ETF (VWCE.DE) at 3.05%. This indicates that AGCVX's price experiences larger fluctuations and is considered to be riskier than VWCE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.