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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or IXUS.
Correlation
The correlation between AEPGX and IXUS is 0.91, 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
AEPGX vs. IXUS - Performance Comparison
Key characteristics
AEPGX:
0.09
IXUS:
0.64
AEPGX:
0.21
IXUS:
0.96
AEPGX:
1.03
IXUS:
1.12
AEPGX:
0.05
IXUS:
0.81
AEPGX:
0.35
IXUS:
2.64
AEPGX:
3.39%
IXUS:
3.10%
AEPGX:
13.58%
IXUS:
12.74%
AEPGX:
-52.42%
IXUS:
-36.22%
AEPGX:
-24.65%
IXUS:
-8.45%
Returns By Period
In the year-to-date period, AEPGX achieves a -1.11% return, which is significantly lower than IXUS's 4.97% return. Over the past 10 years, AEPGX has underperformed IXUS with an annualized return of 2.39%, while IXUS has yielded a comparatively higher 4.96% annualized return.
AEPGX
-1.11%
-5.16%
-5.77%
0.05%
0.44%
2.39%
IXUS
4.97%
-1.28%
-0.13%
6.33%
4.26%
4.96%
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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.
Risk-Adjusted Performance
AEPGX vs. IXUS - Risk-Adjusted Performance 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.
Dividends
AEPGX vs. IXUS - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 0.38%, less than IXUS's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 0.38% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% | 0.91% |
IXUS iShares Core MSCI Total International Stock ETF | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.40% | 2.58% | 2.81% | 2.95% | 2.08% |
Drawdowns
AEPGX vs. IXUS - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, 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. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. IXUS - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 5.73% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 3.33%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.