AEPGX vs. IXUS
AEPGX (American Funds EuroPacific Growth Fund Class A) and IXUS (iShares Core MSCI Total International Stock ETF) are both Foreign Large Cap Equities funds. Over the past 10 years, AEPGX returned 9.40%/yr vs 10.21%/yr for IXUS. Their correlation of 0.92 suggests significant overlap in exposure. AEPGX charges 0.80%/yr vs 0.07%/yr for IXUS.
Performance
AEPGX vs. IXUS - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AEPGX having a 13.40% return and IXUS slightly lower at 12.74%. Over the past 10 years, AEPGX has underperformed IXUS with an annualized return of 9.40%, while IXUS has yielded a comparatively higher 10.21% annualized return.
AEPGX
- 1D
- 0.81%
- 1M
- 4.68%
- YTD
- 13.40%
- 6M
- 13.44%
- 1Y
- 30.53%
- 3Y*
- 16.41%
- 5Y*
- 5.15%
- 10Y*
- 9.40%
IXUS
- 1D
- -3.08%
- 1M
- 0.45%
- YTD
- 12.74%
- 6M
- 12.52%
- 1Y
- 29.41%
- 3Y*
- 19.01%
- 5Y*
- 8.29%
- 10Y*
- 10.21%
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 | 13.40% | 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 | 12.74% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
Correlation
The correlation between AEPGX and IXUS is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2012 | 0.92 |
The correlation between AEPGX and IXUS has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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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.
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.
| AEPGX | IXUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 2.60 | -0.13 |
| Martin ratioReturn relative to average drawdown | 9.18 | 10.00 | -0.82 |
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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 (3Y)Largest decline over 3 years | -15.75% | -13.75% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -30.03% | -7.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -36.22% | -2.28% |
Current DrawdownCurrent decline from peak | 0.00% | -3.08% | +3.08% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -7.48% | -3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.95% | +0.42% |
Volatility
AEPGX vs. IXUS - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class A (AEPGX) is 6.77%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 7.22%. 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 | 6.77% | 7.22% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 14.64% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.50% | 16.56% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 16.45% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 16.97% | +0.03% |
AEPGX vs. IXUS - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than IXUS's 0.07% expense ratio.
Dividends
AEPGX vs. IXUS - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 15.96%, more than IXUS's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 15.96% | 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 | 2.98% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Frequently Asked Questions
With a correlation of 0.92, AEPGX and IXUS 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.
IXUS has higher volatility (7.22%) compared to AEPGX (6.77%). In terms of maximum drawdown, AEPGX dropped -53.98% vs IXUS's -36.22%.
AEPGX currently has the higher Sharpe Ratio (1.88 vs 1.79), 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.
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