REREX vs. IJR
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and iShares Core S&P Small-Cap ETF (IJR).
REREX is managed by American Funds. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REREX or IJR.
Key characteristics
| REREX | IJR | |
|---|---|---|
| YTD Return | 6.07% | -0.74% |
| 1Y Return | 11.87% | 19.21% |
| 3Y Return (Ann) | -1.61% | 0.22% |
| 5Y Return (Ann) | 5.48% | 7.28% |
| 10Y Return (Ann) | 5.13% | 8.92% |
| Sharpe Ratio | 0.88 | 0.92 |
| Daily Std Dev | 13.38% | 19.37% |
| Max Drawdown | -52.44% | -58.15% |
| Current Drawdown | -12.60% | -7.51% |
Correlation
The correlation between REREX and IJR is 0.69, 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.
Performance
REREX vs. IJR - Performance Comparison
In the year-to-date period, REREX achieves a 6.07% return, which is significantly higher than IJR's -0.74% return. Over the past 10 years, REREX has underperformed IJR with an annualized return of 5.13%, while IJR has yielded a comparatively higher 8.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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REREX vs. IJR - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
REREX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and iShares Core S&P Small-Cap ETF (IJR). 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
REREX vs. IJR - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 3.46%, more than IJR's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 3.46% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.27% | 3.10% | 1.39% | 0.95% |
IJR iShares Core S&P Small-Cap ETF | 1.32% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
REREX vs. IJR - Drawdown Comparison
The maximum REREX drawdown since its inception was -52.44%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for REREX and IJR. For additional features, visit the drawdowns tool.
Volatility
REREX vs. IJR - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-4 (REREX) is 3.65%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.36%. This indicates that REREX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.