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 0.79, 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
Loading data...
Key characteristics
AEPGX:
0.39
SPLG:
0.73
AEPGX:
0.67
SPLG:
1.15
AEPGX:
1.09
SPLG:
1.17
AEPGX:
0.31
SPLG:
0.77
AEPGX:
1.53
SPLG:
2.94
AEPGX:
4.55%
SPLG:
4.87%
AEPGX:
16.65%
SPLG:
19.48%
AEPGX:
-52.41%
SPLG:
-54.52%
AEPGX:
-6.84%
SPLG:
-3.95%
Returns By Period
In the year-to-date period, AEPGX achieves a 9.81% return, which is significantly higher than SPLG's 0.46% return. Over the past 10 years, AEPGX has underperformed SPLG with an annualized return of 4.74%, while SPLG has yielded a comparatively higher 12.73% annualized return.
AEPGX
9.81%
11.87%
6.58%
6.42%
8.50%
4.74%
SPLG
0.46%
9.92%
-1.04%
14.16%
17.40%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
AEPGX vs. SPLG - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 6.07%, more than SPLG's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 6.07% | 6.67% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.34% | 4.66% | 1.24% | 3.05% | 1.38% |
SPLG SPDR Portfolio S&P 500 ETF | 1.30% | 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.
Loading data...
Volatility
AEPGX vs. SPLG - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class A (AEPGX) is 3.68%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 6.16%. 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.
Loading data...