AEPGX vs. IXUS
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and iShares Core MSCI Total International Stock ETF (IXUS).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.
Performance
AEPGX vs. IXUS - Performance Comparison
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AEPGX vs. IXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
IXUS iShares Core MSCI Total International Stock ETF | 3.51% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly lower than IXUS's 3.51% return. Over the past 10 years, AEPGX has underperformed IXUS with an annualized return of 7.45%, while IXUS has yielded a comparatively higher 9.02% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
IXUS
- 1D
- 1.12%
- 1M
- -5.25%
- YTD
- 3.51%
- 6M
- 7.33%
- 1Y
- 29.34%
- 3Y*
- 15.98%
- 5Y*
- 7.46%
- 10Y*
- 9.02%
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AEPGX vs. IXUS - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Return for Risk
AEPGX vs. IXUS — Risk / Return Rank
AEPGX
IXUS
AEPGX vs. IXUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and iShares Core MSCI Total International Stock ETF (IXUS). 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.
| AEPGX | IXUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.70 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.33 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.63 | -0.99 |
Martin ratioReturn relative to average drawdown | 6.22 | 10.05 | -3.82 |
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
| AEPGX | IXUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.70 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.47 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.53 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.45 | +0.05 |
Correlation
The correlation between AEPGX and IXUS 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
AEPGX vs. IXUS - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than IXUS's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
IXUS iShares Core MSCI Total International Stock ETF | 3.13% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Drawdowns
AEPGX vs. IXUS - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for AEPGX and IXUS.
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Drawdown Indicators
| AEPGX | IXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -36.22% | -17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.36% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -30.04% | -8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -36.22% | -2.28% |
Current DrawdownCurrent decline from peak | -10.16% | -7.26% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -7.58% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.97% | +0.34% |
Volatility
AEPGX vs. IXUS - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class A (AEPGX) is 7.25%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 7.78%. This indicates that AEPGX experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | IXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.78% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 11.63% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 17.38% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 15.96% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.98% | -0.16% |