Correlation
The correlation between AGVHX and SPY is 0.92, 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.
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.
Performance
AGVHX vs. SPY - Performance Comparison
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Key characteristics
AGVHX:
0.90
SPY:
0.70
AGVHX:
1.19
SPY:
1.02
AGVHX:
1.17
SPY:
1.15
AGVHX:
0.87
SPY:
0.68
AGVHX:
3.97
SPY:
2.57
AGVHX:
3.12%
SPY:
4.93%
AGVHX:
15.29%
SPY:
20.42%
AGVHX:
-29.73%
SPY:
-55.19%
AGVHX:
-0.23%
SPY:
-3.55%
Returns By Period
In the year-to-date period, AGVHX achieves a 9.06% return, which is significantly higher than SPY's 0.87% return.
AGVHX
9.06%
5.89%
5.93%
12.73%
11.54%
11.19%
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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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 Rank
AGVHX
SPY
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.
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Dividends
AGVHX vs. SPY - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.17%, less than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.17% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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.
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Volatility
AGVHX vs. SPY - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 3.41%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. 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.
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