REREX vs. VOO
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Vanguard S&P 500 ETF (VOO).
REREX is managed by American Funds. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REREX or VOO.
Correlation
The correlation between REREX and VOO is 0.78, 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
REREX vs. VOO - Performance Comparison
Key characteristics
REREX:
0.36
VOO:
2.21
REREX:
0.57
VOO:
2.92
REREX:
1.07
VOO:
1.41
REREX:
0.18
VOO:
3.34
REREX:
1.10
VOO:
14.07
REREX:
4.32%
VOO:
2.01%
REREX:
13.21%
VOO:
12.80%
REREX:
-52.44%
VOO:
-33.99%
REREX:
-23.03%
VOO:
-1.36%
Returns By Period
The year-to-date returns for both stocks are quite close, with REREX having a 2.01% return and VOO slightly lower at 1.98%. Over the past 10 years, REREX has underperformed VOO with an annualized return of 2.57%, while VOO has yielded a comparatively higher 13.52% annualized return.
REREX
2.01%
-2.65%
-4.40%
3.80%
0.31%
2.57%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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REREX vs. VOO - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
REREX vs. VOO — Risk-Adjusted Performance Rank
REREX
VOO
REREX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 1.22%, which matches VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | 1.22% | 1.25% | 1.69% | 1.22% | 1.47% | 0.17% | 1.07% | 1.37% | 0.87% | 1.28% | 1.78% | 2.79% |
Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
REREX vs. VOO - Drawdown Comparison
The maximum REREX drawdown since its inception was -52.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for REREX and VOO. For additional features, visit the drawdowns tool.
Volatility
REREX vs. VOO - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.19% and 5.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.