AGVHX vs. VT

Last updated Aug 4, 2026

AGVHX (American Funds Global Insight Fund) and VT (Vanguard Total World Stock ETF) are both Global Equities funds. Over the past 5 years, AGVHX returned 9.25%/yr vs 10.72%/yr for VT. Their 0.96 correlation means they have historically moved very closely together. AGVHX charges 0.47%/yr vs 0.06%/yr for VT.

Performance

AGVHX vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Global Insight Fund (AGVHX) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGVHX achieves a 10.25% return, which is significantly lower than VT's 12.40% return.

AGVHX

• 1D: 0.55%
• 1M: -0.10%
• 6M: 6.75%
• YTD: 10.25%
• 1Y: 20.38%
• 3Y*: 15.95%
• 5Y*: 9.25%
• 10Y*: —
• ALL TIME*: 11.42%

VT

• 1D: 1.12%
• 1M: 0.92%
• 6M: 8.48%
• YTD: 12.40%
• 1Y: 24.89%
• 3Y*: 19.46%
• 5Y*: 10.72%
• 10Y*: 12.38%
• ALL TIME*: 8.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGVHX American Funds Global Insight Fund	$0.00	$0.00	$0.00
VT Vanguard Total World Stock ETF	$432.10M	$371.73M	$483.41M

AGVHX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AGVHX American Funds Global Insight Fund	10.25%	22.87%	10.44%	18.56%	-15.20%	13.88%	16.00%	4.16%
VT Vanguard Total World Stock ETF	12.40%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	4.23%

Correlation

The correlation between AGVHX and VT is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.95
Correlation (3Y) Balances recent behavior with more history.	0.95
Correlation (5Y) Shows whether the relationship held over a longer period.	0.96
Correlation (All Time) Calculated using the full available price history since Nov 8, 2019	0.96

The correlation between AGVHX and VT has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

Return for Risk

AGVHX vs. VT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AGVHX

AGVHX Risk / Return Rank: 45
AGVHX Sharpe Ratio Rank: 42
AGVHX Sortino Ratio Rank: 43
AGVHX Omega Ratio Rank: 41
AGVHX Calmar Ratio Rank: 42
AGVHX Martin Ratio Rank: 56

VT

VT Risk / Return Rank: 77
VT Sharpe Ratio Rank: 78
VT Sortino Ratio Rank: 77
VT Omega Ratio Rank: 77
VT Calmar Ratio Rank: 73
VT Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AGVHX vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and Vanguard Total World Stock ETF (VT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AGVHX	VT	Difference
Sharpe ratio: Return per unit of total volatility	1.34	1.80	-0.46
Sortino ratio: Return per unit of downside risk	1.95	2.50	-0.54
Omega ratio: Gain probability vs. loss probability	1.24	1.32	-0.08
Calmar ratio: Return relative to maximum drawdown	1.84	2.58	-0.75
Martin ratio: Return relative to average drawdown	7.94	10.76	-2.81

AGVHX vs. VT - Sharpe Ratio Comparison

The current AGVHX Sharpe Ratio is 1.34, which is comparable to the VT Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of AGVHX and VT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AGVHX vs. VT - Drawdown Comparison

The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AGVHX and VT.

Drawdown Indicators

	AGVHX	VT	Difference
Max Drawdown Largest peak-to-trough decline	-29.73%	-50.27%	+20.54%
Max Drawdown (1Y) Largest decline over 1 year	-10.56%	-9.67%	-0.89%
Max Drawdown (3Y) Largest decline over 3 years	-14.29%	-16.51%	+2.22%
Max Drawdown (5Y) Largest decline over 5 years	-25.52%	-26.38%	+0.86%
Max Drawdown (10Y) Largest decline over 10 years	—	-34.24%	—
Current Drawdown Current decline from peak	-1.29%	-0.73%	-0.56%
Average Drawdown Average peak-to-trough decline	-5.01%	-6.97%	+1.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	2.32%	+0.12%

Volatility

AGVHX vs. VT - Volatility Comparison

American Funds Global Insight Fund (AGVHX) has a higher volatility of 4.44% compared to Vanguard Total World Stock ETF (VT) at 4.14%. This indicates that AGVHX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGVHX	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.44%	4.14%	+0.30%
Volatility (6M) Calculated over the trailing 6-month period	12.40%	11.69%	+0.71%
Volatility (1Y) Calculated over the trailing 1-year period	14.51%	13.96%	+0.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.93%	16.23%	-1.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.16%	17.19%	-0.03%

AGVHX vs. VT - Expense Ratio Comparison

AGVHX has a 0.47% expense ratio, which is higher than VT's 0.06% expense ratio.

Dividends

AGVHX vs. VT - Dividend Comparison

AGVHX's dividend yield for the trailing twelve months is around 1.07%, less than VT's 1.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGVHX American Funds Global Insight Fund	1.07%	1.18%	1.27%	1.53%	1.48%	0.86%	0.79%	2.88%	0.00%	0.00%	0.00%	0.00%
VT Vanguard Total World Stock ETF	1.58%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both AGVHX and VT in my portfolio?

With a correlation of 0.95, AGVHX and VT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AGVHX or VT?

AGVHX has higher volatility (4.44%) compared to VT (4.14%). In terms of maximum drawdown, AGVHX dropped -29.73% vs VT's -50.27%.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (1.80 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.