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.
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.
Performance
REREX vs. VOO - Performance Comparison
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Key characteristics
REREX:
0.53
VOO:
0.74
REREX:
0.67
VOO:
1.04
REREX:
1.09
VOO:
1.15
REREX:
0.34
VOO:
0.68
REREX:
1.56
VOO:
2.58
REREX:
4.51%
VOO:
4.93%
REREX:
16.64%
VOO:
19.54%
REREX:
-53.36%
VOO:
-33.99%
REREX:
-3.74%
VOO:
-3.55%
Returns By Period
In the year-to-date period, REREX achieves a 11.62% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, REREX has underperformed VOO with an annualized return of 5.52%, while VOO has yielded a comparatively higher 12.81% annualized return.
REREX
11.62%
6.01%
7.50%
8.18%
8.23%
8.13%
5.52%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
REREX vs. VOO - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 6.15%, more than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -53.36%, 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.
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Volatility
REREX vs. VOO - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-4 (REREX) is 3.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that REREX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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