FEUPX vs. SCHE
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and Schwab Emerging Markets Equity ETF (SCHE).
FEUPX is managed by American Funds. It was launched on Apr 16, 1984. SCHE is a passively managed fund by Charles Schwab that tracks the performance of the FTSE All-World Emerging. It was launched on Jan 14, 2010.
Performance
FEUPX vs. SCHE - Performance Comparison
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FEUPX vs. SCHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | -2.85% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
SCHE Schwab Emerging Markets Equity ETF | 0.89% | 26.54% | 10.60% | 8.93% | -17.84% | -0.65% | 14.49% | 20.31% | -13.57% | 24.88% |
Returns By Period
In the year-to-date period, FEUPX achieves a -2.85% return, which is significantly lower than SCHE's 0.89% return.
FEUPX
- 1D
- 2.74%
- 1M
- -8.18%
- YTD
- -2.85%
- 6M
- 0.94%
- 1Y
- 21.56%
- 3Y*
- 11.00%
- 5Y*
- 3.33%
- 10Y*
- —
SCHE
- 1D
- 0.27%
- 1M
- -5.17%
- YTD
- 0.89%
- 6M
- 1.12%
- 1Y
- 22.64%
- 3Y*
- 14.08%
- 5Y*
- 3.73%
- 10Y*
- 7.71%
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FEUPX vs. SCHE - Expense Ratio Comparison
FEUPX has a 0.46% expense ratio, which is higher than SCHE's 0.11% expense ratio.
Return for Risk
FEUPX vs. SCHE — Risk / Return Rank
FEUPX
SCHE
FEUPX vs. SCHE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and Schwab Emerging Markets Equity ETF (SCHE). 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.
| FEUPX | SCHE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.25 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.78 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.92 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.37 | 7.21 | -0.84 |
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
| FEUPX | SCHE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.25 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.21 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.22 | +0.22 |
Correlation
The correlation between FEUPX and SCHE is 0.82, 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
FEUPX vs. SCHE - Dividend Comparison
FEUPX's dividend yield for the trailing twelve months is around 14.34%, more than SCHE's 2.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 14.34% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% | 0.00% | 0.00% |
SCHE Schwab Emerging Markets Equity ETF | 2.85% | 2.88% | 3.03% | 3.83% | 2.88% | 2.86% | 2.09% | 3.27% | 2.64% | 2.31% | 2.27% | 2.50% |
Drawdowns
FEUPX vs. SCHE - Drawdown Comparison
The maximum FEUPX drawdown since its inception was -37.31%, roughly equal to the maximum SCHE drawdown of -36.20%. Use the drawdown chart below to compare losses from any high point for FEUPX and SCHE.
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Drawdown Indicators
| FEUPX | SCHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -36.20% | -1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.14% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -37.31% | -33.77% | -3.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.20% | — |
Current DrawdownCurrent decline from peak | -10.13% | -8.15% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -10.82% | -12.71% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.23% | +0.07% |
Volatility
FEUPX vs. SCHE - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) is 7.25%, while Schwab Emerging Markets Equity ETF (SCHE) has a volatility of 7.69%. This indicates that FEUPX experiences smaller price fluctuations and is considered to be less risky than SCHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEUPX | SCHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.69% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 12.64% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.23% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.51% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.01% | 19.42% | -2.41% |