AEPGX vs. SPY
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and SPDR S&P 500 ETF (SPY).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or SPY.
Correlation
The correlation between AEPGX and SPY is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AEPGX vs. SPY - Performance Comparison
Key characteristics
AEPGX:
0.37
SPY:
2.20
AEPGX:
0.58
SPY:
2.91
AEPGX:
1.08
SPY:
1.41
AEPGX:
0.19
SPY:
3.35
AEPGX:
1.14
SPY:
13.99
AEPGX:
4.29%
SPY:
2.01%
AEPGX:
13.17%
SPY:
12.79%
AEPGX:
-52.42%
SPY:
-55.19%
AEPGX:
-22.79%
SPY:
-1.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with AEPGX having a 2.01% return and SPY slightly lower at 1.96%. Over the past 10 years, AEPGX has underperformed SPY with an annualized return of 2.49%, while SPY has yielded a comparatively higher 13.29% annualized return.
AEPGX
2.01%
1.67%
-4.63%
2.92%
0.50%
2.49%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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AEPGX vs. SPY - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AEPGX vs. SPY — Risk-Adjusted Performance Rank
AEPGX
SPY
AEPGX vs. SPY - 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 S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 1.18%, which matches SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 1.18% | 1.20% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 2.75% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AEPGX vs. SPY - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AEPGX and SPY. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. SPY - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) and SPDR S&P 500 ETF (SPY) have volatilities of 5.11% and 5.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.