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 0.72, 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:
-0.27
SPLG:
0.69
AEPGX:
-0.27
SPLG:
0.99
AEPGX:
0.97
SPLG:
1.13
AEPGX:
-0.16
SPLG:
0.95
AEPGX:
-0.76
SPLG:
3.15
AEPGX:
5.10%
SPLG:
3.03%
AEPGX:
14.49%
SPLG:
13.81%
AEPGX:
-52.41%
SPLG:
-54.52%
AEPGX:
-21.61%
SPLG:
-7.62%
Returns By Period
In the year-to-date period, AEPGX achieves a 3.57% return, which is significantly higher than SPLG's -3.38% return. Over the past 10 years, AEPGX has underperformed SPLG with an annualized return of 2.16%, while SPLG has yielded a comparatively higher 12.53% annualized return.
AEPGX
3.57%
-2.18%
-6.24%
-3.60%
7.37%
2.16%
SPLG
-3.38%
-3.05%
-0.10%
10.24%
19.76%
12.53%
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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 1.16%, less than SPLG's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 1.16% | 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 | 1.35% | 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
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 6.17% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 5.66%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.