Correlation
The correlation between REREX and IJR 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.
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.
Performance
REREX vs. IJR - Performance Comparison
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Key characteristics
REREX:
0.53
IJR:
-0.03
REREX:
0.67
IJR:
0.13
REREX:
1.09
IJR:
1.02
REREX:
0.34
IJR:
-0.03
REREX:
1.56
IJR:
-0.08
REREX:
4.51%
IJR:
10.24%
REREX:
16.64%
IJR:
24.21%
REREX:
-53.36%
IJR:
-58.15%
REREX:
-3.74%
IJR:
-16.25%
Returns By Period
In the year-to-date period, REREX achieves a 11.62% return, which is significantly higher than IJR's -8.27% return. Over the past 10 years, REREX has underperformed IJR with an annualized return of 5.52%, while IJR has yielded a comparatively higher 7.58% annualized return.
REREX
11.62%
6.01%
7.50%
8.18%
8.23%
8.13%
5.52%
IJR
-8.27%
4.59%
-15.69%
-1.93%
3.04%
11.49%
7.58%
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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 Rank
REREX
IJR
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.
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Dividends
REREX vs. IJR - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 6.15%, more than IJR's 2.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 6.15% | 6.86% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.74% | 1.28% | 3.10% | 1.40% |
IJR iShares Core S&P Small-Cap ETF | 2.24% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
REREX vs. IJR - Drawdown Comparison
The maximum REREX drawdown since its inception was -53.36%, 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.
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Volatility
REREX vs. IJR - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-4 (REREX) is 3.41%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.57%. 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.
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