RERCX vs. SCHF
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Schwab International Equity ETF (SCHF).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERCX or SCHF.
Correlation
The correlation between RERCX and SCHF is 0.91, 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. SCHF - Performance Comparison
Key characteristics
RERCX:
0.07
SCHF:
0.51
RERCX:
0.18
SCHF:
0.77
RERCX:
1.02
SCHF:
1.09
RERCX:
0.04
SCHF:
0.69
RERCX:
0.28
SCHF:
1.97
RERCX:
3.43%
SCHF:
3.29%
RERCX:
13.56%
SCHF:
12.78%
RERCX:
-52.70%
SCHF:
-34.64%
RERCX:
-25.62%
SCHF:
-9.43%
Returns By Period
In the year-to-date period, RERCX achieves a -1.31% return, which is significantly lower than SCHF's 3.76% return. Over the past 10 years, RERCX has underperformed SCHF with an annualized return of 2.04%, while SCHF has yielded a comparatively higher 6.33% annualized return.
RERCX
-1.31%
-5.06%
-5.78%
-0.17%
0.12%
2.04%
SCHF
3.76%
-1.69%
-0.47%
4.83%
6.44%
6.33%
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RERCX vs. SCHF - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Risk-Adjusted Performance
RERCX vs. SCHF - 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 Schwab International Equity ETF (SCHF). 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.
Dividends
RERCX vs. SCHF - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 0.32%, less than SCHF's 3.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 0.32% | 1.41% | 0.98% | 1.18% | 0.00% | 0.77% | 1.08% | 0.58% | 0.95% | 1.44% | 1.06% | 0.66% |
SCHF Schwab International Equity ETF | 3.28% | 2.97% | 5.61% | 4.19% | 4.16% | 2.95% | 6.12% | 4.70% | 2.58% | 4.51% | 5.80% | 2.21% |
Drawdowns
RERCX vs. SCHF - Drawdown Comparison
The maximum RERCX drawdown since its inception was -52.70%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for RERCX and SCHF. For additional features, visit the drawdowns tool.
Volatility
RERCX vs. SCHF - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 5.65% compared to Schwab International Equity ETF (SCHF) at 3.55%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.