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.
Performance
AGVHX vs. VOO - Performance Comparison
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AGVHX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 4.73% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AGVHX having a -3.56% return and VOO slightly lower at -3.66%.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
AGVHX vs. VOO — Risk / Return Rank
AGVHX
VOO
AGVHX vs. VOO - Risk-Adjusted Trends 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.
| AGVHX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.01 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.53 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.55 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.91 | 7.31 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGVHX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.01 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.71 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.83 | -0.26 |
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.
Dividends
AGVHX vs. VOO - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| AGVHX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -33.99% | +4.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -11.98% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -24.52% | -1.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -7.90% | -5.55% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -3.72% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.55% | -0.04% |
Volatility
AGVHX vs. VOO - Volatility Comparison
American Funds Global Insight Fund (AGVHX) has a higher volatility of 6.20% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that AGVHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGVHX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 5.34% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 9.47% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 18.11% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 16.82% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 17.99% | -0.82% |