AGPIX vs. SGOV
Compare and contrast key facts about AGF Global Sustainable Equity Fund (AGPIX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
AGPIX is managed by AGF Investments. It was launched on Nov 14, 2017. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGPIX or SGOV.
Correlation
The correlation between AGPIX and SGOV is 0.00, 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
AGPIX vs. SGOV - Performance Comparison
Key characteristics
Returns By Period
AGPIX
N/A
N/A
N/A
N/A
N/A
N/A
SGOV
1.49%
0.36%
2.18%
4.86%
N/A
N/A
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AGPIX vs. SGOV - Expense Ratio Comparison
AGPIX has a 0.80% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
AGPIX vs. SGOV — Risk-Adjusted Performance Rank
AGPIX
SGOV
AGPIX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGF Global Sustainable Equity Fund (AGPIX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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
AGPIX vs. SGOV - Dividend Comparison
AGPIX has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 4.71%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AGPIX AGF Global Sustainable Equity Fund | 0.00% | 200.09% | 0.12% | 0.00% | 0.03% | 0.38% | 0.16% | 0.57% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.71% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% |
Drawdowns
AGPIX vs. SGOV - Drawdown Comparison
Volatility
AGPIX vs. SGOV - Volatility Comparison
The current volatility for AGF Global Sustainable Equity Fund (AGPIX) is 0.00%, while iShares 0-3 Month Treasury Bond ETF (SGOV) has a volatility of 0.07%. This indicates that AGPIX experiences smaller price fluctuations and is considered to be less risky than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.