IXUS vs. AEPGX
Compare and contrast key facts about iShares Core MSCI Total International Stock ETF (IXUS) and American Funds EuroPacific Growth Fund Class A (AEPGX).
IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
IXUS vs. AEPGX - Performance Comparison
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IXUS vs. AEPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 3.51% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
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% |
Returns By Period
In the year-to-date period, IXUS achieves a 3.51% return, which is significantly higher than AEPGX's -2.93% return. Over the past 10 years, IXUS has outperformed AEPGX with an annualized return of 9.02%, while AEPGX has yielded a comparatively lower 7.45% annualized return.
IXUS
- 1D
- 1.12%
- 1M
- -5.25%
- YTD
- 3.51%
- 6M
- 7.33%
- 1Y
- 29.34%
- 3Y*
- 15.98%
- 5Y*
- 7.46%
- 10Y*
- 9.02%
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%
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IXUS vs. AEPGX - Expense Ratio Comparison
IXUS has a 0.09% expense ratio, which is lower than AEPGX's 0.80% expense ratio.
Return for Risk
IXUS vs. AEPGX — Risk / Return Rank
IXUS
AEPGX
IXUS vs. AEPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Total International Stock ETF (IXUS) 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.
| IXUS | AEPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.35 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.83 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.26 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 1.64 | +0.99 |
Martin ratioReturn relative to average drawdown | 10.05 | 6.22 | +3.82 |
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
| IXUS | AEPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.35 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.13 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.44 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.50 | -0.05 |
Correlation
The correlation between IXUS and AEPGX is 0.92, 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
IXUS vs. AEPGX - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 3.13%, less than AEPGX's 14.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 3.13% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
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% |
Drawdowns
IXUS vs. AEPGX - Drawdown Comparison
The maximum IXUS drawdown since its inception was -36.22%, smaller than the maximum AEPGX drawdown of -53.98%. Use the drawdown chart below to compare losses from any high point for IXUS and AEPGX.
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Drawdown Indicators
| IXUS | AEPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.22% | -53.98% | +17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.56% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -38.22% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | -38.50% | +2.28% |
Current DrawdownCurrent decline from peak | -7.26% | -10.16% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -11.52% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 3.31% | -0.34% |
Volatility
IXUS vs. AEPGX - Volatility Comparison
iShares Core MSCI Total International Stock ETF (IXUS) has a higher volatility of 7.78% compared to American Funds EuroPacific Growth Fund Class A (AEPGX) at 7.25%. This indicates that IXUS's price experiences larger fluctuations and is considered to be riskier than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXUS | AEPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 7.25% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 11.54% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 16.40% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.55% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 16.82% | +0.16% |