FSUVX vs. AEPGX
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
FSUVX vs. AEPGX - Performance Comparison
Loading graphics...
FSUVX vs. AEPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | -1.10% | 11.03% | 17.40% | 14.80% | -10.93% | 21.51% | 9.86% | 27.73% | 1.35% | 17.68% |
AEPGX American Funds EuroPacific Growth Fund Class A | -1.82% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
Returns By Period
In the year-to-date period, FSUVX achieves a -1.10% return, which is significantly higher than AEPGX's -1.82% return. Over the past 10 years, FSUVX has outperformed AEPGX with an annualized return of 10.81%, while AEPGX has yielded a comparatively lower 7.56% annualized return.
FSUVX
- 1D
- 0.36%
- 1M
- -4.69%
- YTD
- -1.10%
- 6M
- -0.99%
- 1Y
- 8.95%
- 3Y*
- 12.68%
- 5Y*
- 9.10%
- 10Y*
- 10.81%
AEPGX
- 1D
- -0.70%
- 1M
- -3.98%
- YTD
- -1.82%
- 6M
- 0.62%
- 1Y
- 25.69%
- 3Y*
- 10.84%
- 5Y*
- 2.34%
- 10Y*
- 7.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSUVX vs. AEPGX - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is lower than AEPGX's 0.80% expense ratio.
Return for Risk
FSUVX vs. AEPGX — Risk / Return Rank
FSUVX
AEPGX
FSUVX vs. AEPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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.
| FSUVX | AEPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.35 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.84 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.79 | -1.01 |
Martin ratioReturn relative to average drawdown | 3.47 | 6.63 | -3.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSUVX | AEPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.35 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.14 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.45 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.50 | +0.22 |
Correlation
The correlation between FSUVX and AEPGX 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.
Dividends
FSUVX vs. AEPGX - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 4.50%, less than AEPGX's 13.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 4.50% | 4.45% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 3.80% | 2.63% | 2.94% | 2.23% | 1.17% |
AEPGX American Funds EuroPacific Growth Fund Class A | 13.95% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
Drawdowns
FSUVX vs. AEPGX - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, smaller than the maximum AEPGX drawdown of -53.98%. Use the drawdown chart below to compare losses from any high point for FSUVX and AEPGX.
Loading graphics...
Drawdown Indicators
| FSUVX | AEPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.41% | -53.98% | +21.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.28% | -12.56% | +5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -38.22% | +18.74% |
Max Drawdown (10Y)Largest decline over 10 years | -32.41% | -38.50% | +6.09% |
Current DrawdownCurrent decline from peak | -5.05% | -9.13% | +4.08% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -11.52% | +8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 3.40% | -1.32% |
Volatility
FSUVX vs. AEPGX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 3.59%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 6.65%. This indicates that FSUVX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSUVX | AEPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 6.65% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 11.67% | -5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 16.45% | -3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.99% | 16.55% | -3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 16.82% | -1.65% |