RERCX vs. QQQ
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Invesco QQQ (QQQ).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERCX or QQQ.
Correlation
The correlation between RERCX and QQQ is 0.77, 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.
Performance
RERCX vs. QQQ - Performance Comparison
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Key characteristics
RERCX:
0.00
QQQ:
0.67
RERCX:
0.18
QQQ:
1.14
RERCX:
1.02
QQQ:
1.16
RERCX:
0.03
QQQ:
0.79
RERCX:
0.14
QQQ:
2.59
RERCX:
6.18%
QQQ:
6.98%
RERCX:
17.23%
QQQ:
25.51%
RERCX:
-52.69%
QQQ:
-82.98%
RERCX:
-18.12%
QQQ:
-3.72%
Returns By Period
In the year-to-date period, RERCX achieves a 9.84% return, which is significantly higher than QQQ's 1.61% return. Over the past 10 years, RERCX has underperformed QQQ with an annualized return of 2.03%, while QQQ has yielded a comparatively higher 17.78% annualized return.
RERCX
9.84%
10.51%
3.81%
0.02%
5.69%
2.03%
QQQ
1.61%
13.38%
1.57%
17.02%
19.19%
17.78%
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RERCX vs. QQQ - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
RERCX vs. QQQ — Risk-Adjusted Performance Rank
RERCX
QQQ
RERCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Invesco QQQ (QQQ). 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.
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Dividends
RERCX vs. QQQ - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 0.83%, more than QQQ's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 0.83% | 0.91% | 1.41% | 0.98% | 1.18% | 0.00% | 0.77% | 1.08% | 0.58% | 0.95% | 1.44% | 1.06% |
QQQ Invesco QQQ | 0.58% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
RERCX vs. QQQ - Drawdown Comparison
The maximum RERCX drawdown since its inception was -52.69%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for RERCX and QQQ. For additional features, visit the drawdowns tool.
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Volatility
RERCX vs. QQQ - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) is 3.59%, while Invesco QQQ (QQQ) has a volatility of 7.54%. This indicates that RERCX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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