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:
0.28
VOO:
1.89
REREX:
0.47
VOO:
2.54
REREX:
1.06
VOO:
1.35
REREX:
0.15
VOO:
2.83
REREX:
0.81
VOO:
11.83
REREX:
4.69%
VOO:
2.02%
REREX:
13.46%
VOO:
12.66%
REREX:
-52.44%
VOO:
-33.99%
REREX:
-18.78%
VOO:
-0.42%
Returns By Period
In the year-to-date period, REREX achieves a 7.65% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, REREX has underperformed VOO with an annualized return of 2.73%, while VOO has yielded a comparatively higher 13.26% annualized return.
REREX
7.65%
3.43%
-0.86%
3.96%
2.02%
2.73%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 1.16%, less than VOO's 1.19% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 1.16% | 1.25% | 1.69% | 1.22% | 1.47% | 0.17% | 1.07% | 1.37% | 0.87% | 1.28% | 1.78% | 1.39% |
VOO Vanguard S&P 500 ETF | 1.19% | 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) has a higher volatility of 3.50% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.