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.
Key characteristics
| AGVHX | VOO | |
|---|---|---|
| YTD Return | 4.38% | 7.31% |
| 1Y Return | 13.62% | 25.21% |
| 3Y Return (Ann) | 3.62% | 8.45% |
| Sharpe Ratio | 1.46 | 2.36 |
| Daily Std Dev | 10.25% | 11.75% |
| Max Drawdown | -29.73% | -33.99% |
| Current Drawdown | -1.97% | -2.94% |
Correlation
The correlation between AGVHX and VOO 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. VOO - Performance Comparison
In the year-to-date period, AGVHX achieves a 4.38% return, which is significantly lower than VOO's 7.31% 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. 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's dividend yield for the trailing twelve months is around 1.46%, more than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.46% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 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 3.20%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.60%. 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.