AGVHX vs. SPY
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and SPDR S&P 500 ETF (SPY).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGVHX or SPY.
Key characteristics
| AGVHX | SPY | |
|---|---|---|
| YTD Return | 5.60% | 9.14% |
| 1Y Return | 14.25% | 27.11% |
| 3Y Return (Ann) | 3.61% | 8.62% |
| Sharpe Ratio | 1.42 | 2.36 |
| Daily Std Dev | 10.26% | 11.51% |
| Max Drawdown | -29.73% | -55.19% |
| Current Drawdown | -0.83% | -1.15% |
Correlation
The correlation between AGVHX and SPY is 0.93, 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
AGVHX vs. SPY - Performance Comparison
In the year-to-date period, AGVHX achieves a 5.60% return, which is significantly lower than SPY's 9.14% 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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AGVHX vs. SPY - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AGVHX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and SPDR S&P 500 ETF (SPY). 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
AGVHX vs. SPY - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.45%, more than SPY's 1.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.45% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.30% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
AGVHX vs. SPY - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AGVHX and SPY. For additional features, visit the drawdowns tool.
Volatility
AGVHX vs. SPY - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 3.42%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.07%. This indicates that AGVHX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.