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:
0.09
SPLG:
2.26
AEPGX:
0.21
SPLG:
3.00
AEPGX:
1.03
SPLG:
1.42
AEPGX:
0.05
SPLG:
3.32
AEPGX:
0.35
SPLG:
14.73
AEPGX:
3.39%
SPLG:
1.90%
AEPGX:
13.58%
SPLG:
12.40%
AEPGX:
-52.42%
SPLG:
-54.50%
AEPGX:
-24.65%
SPLG:
-2.50%
Returns By Period
In the year-to-date period, AEPGX achieves a -1.11% return, which is significantly lower than SPLG's 26.00% return. Over the past 10 years, AEPGX has underperformed SPLG with an annualized return of 2.39%, while SPLG has yielded a comparatively higher 13.11% annualized return.
AEPGX
-1.11%
-5.16%
-5.77%
0.05%
0.44%
2.39%
SPLG
26.00%
-0.14%
9.34%
26.48%
14.82%
13.11%
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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 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 0.38%, less than SPLG's 0.92% 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% |
SPLG SPDR Portfolio S&P 500 ETF | 0.92% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
Drawdowns
AEPGX vs. SPLG - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, roughly equal to the maximum SPLG drawdown of -54.50%. 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 5.73% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.81%. 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.