AEPGX vs. SPLG
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and SPDR Portfolio S&P 500 ETF (SPLG).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or SPLG.
Correlation
The correlation between AEPGX and SPLG is 0.78, 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. SPLG - Performance Comparison
Key characteristics
AEPGX:
-0.07
SPLG:
0.54
AEPGX:
0.02
SPLG:
0.87
AEPGX:
1.00
SPLG:
1.13
AEPGX:
-0.04
SPLG:
0.55
AEPGX:
-0.19
SPLG:
2.26
AEPGX:
5.96%
SPLG:
4.55%
AEPGX:
17.12%
SPLG:
19.28%
AEPGX:
-52.41%
SPLG:
-54.52%
AEPGX:
-21.03%
SPLG:
-9.92%
Returns By Period
In the year-to-date period, AEPGX achieves a 4.34% return, which is significantly higher than SPLG's -5.79% return. Over the past 10 years, AEPGX has underperformed SPLG with an annualized return of 1.93%, while SPLG has yielded a comparatively higher 12.04% annualized return.
AEPGX
4.34%
-1.15%
-3.52%
-0.81%
5.39%
1.93%
SPLG
-5.79%
-3.22%
-4.32%
10.77%
16.04%
12.04%
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AEPGX vs. SPLG - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
AEPGX vs. SPLG — Risk-Adjusted Performance Rank
AEPGX
SPLG
AEPGX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and SPDR Portfolio S&P 500 ETF (SPLG). 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. SPLG - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 1.15%, less than SPLG's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 1.15% | 1.20% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% |
SPLG SPDR Portfolio S&P 500 ETF | 1.38% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
AEPGX vs. SPLG - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.41%, roughly equal to the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AEPGX and SPLG. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. SPLG - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class A (AEPGX) is 10.10%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 14.16%. This indicates that AEPGX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.