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.
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.
Performance
AGVHX vs. VOO - Performance Comparison
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Key characteristics
AGVHX:
0.90
VOO:
0.74
AGVHX:
1.19
VOO:
1.04
AGVHX:
1.17
VOO:
1.15
AGVHX:
0.87
VOO:
0.68
AGVHX:
3.97
VOO:
2.58
AGVHX:
3.12%
VOO:
4.93%
AGVHX:
15.29%
VOO:
19.54%
AGVHX:
-29.73%
VOO:
-33.99%
AGVHX:
-0.23%
VOO:
-3.55%
Returns By Period
In the year-to-date period, AGVHX achieves a 9.06% return, which is significantly higher than VOO's 0.90% return.
AGVHX
9.06%
5.89%
5.93%
12.73%
11.54%
11.19%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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 Rank
AGVHX
VOO
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.
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Dividends
AGVHX vs. VOO - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.17%, less than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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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Volatility
AGVHX vs. VOO - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 3.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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