AEPGX vs. VOO
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard S&P 500 ETF (VOO).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
AEPGX vs. VOO - Performance Comparison
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AEPGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, AEPGX has underperformed VOO with an annualized return of 7.45%, while VOO has yielded a comparatively higher 14.14% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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AEPGX vs. VOO - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AEPGX vs. VOO — Risk / Return Rank
AEPGX
VOO
AEPGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard S&P 500 ETF (VOO). 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.
| AEPGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.01 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.53 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.55 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.22 | 7.31 | -1.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEPGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.01 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.71 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.33 |
Correlation
The correlation between AEPGX and VOO 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.
Dividends
AEPGX vs. VOO - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AEPGX vs. VOO - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AEPGX and VOO.
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Drawdown Indicators
| AEPGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -33.99% | -19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.98% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -24.52% | -13.70% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -33.99% | -4.51% |
Current DrawdownCurrent decline from peak | -10.16% | -5.55% | -4.61% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -3.72% | -7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.55% | +0.76% |
Volatility
AEPGX vs. VOO - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 5.34% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 9.47% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.11% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 16.82% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 17.99% | -1.17% |