AGVHX vs. VOO
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and Vanguard S&P 500 ETF (VOO).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGVHX or VOO.
Correlation
The correlation between AGVHX and VOO 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.
Performance
AGVHX vs. VOO - Performance Comparison
Key characteristics
AGVHX:
1.02
VOO:
2.22
AGVHX:
1.44
VOO:
2.95
AGVHX:
1.19
VOO:
1.42
AGVHX:
1.85
VOO:
3.27
AGVHX:
6.08
VOO:
14.57
AGVHX:
1.79%
VOO:
1.90%
AGVHX:
10.73%
VOO:
12.47%
AGVHX:
-29.73%
VOO:
-33.99%
AGVHX:
-4.34%
VOO:
-1.77%
Returns By Period
In the year-to-date period, AGVHX achieves a 10.03% return, which is significantly lower than VOO's 26.92% return.
AGVHX
10.03%
-1.87%
2.03%
10.70%
7.94%
N/A
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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AGVHX vs. VOO - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AGVHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AGVHX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 0.00% | 1.53% | 1.48% | 0.86% | 0.79% | 1.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AGVHX vs. VOO - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AGVHX and VOO. For additional features, visit the drawdowns tool.
Volatility
AGVHX vs. VOO - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 3.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.78%. This indicates that AGVHX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.