RERGX vs. VEA
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Vanguard FTSE Developed Markets ETF (VEA).
RERGX is managed by American Funds. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERGX or VEA.
Key characteristics
| RERGX | VEA | |
|---|---|---|
| YTD Return | 4.61% | 1.88% |
| 1Y Return | 11.15% | 9.79% |
| 3Y Return (Ann) | -2.62% | 1.35% |
| 5Y Return (Ann) | 5.81% | 6.19% |
| 10Y Return (Ann) | 5.42% | 4.64% |
| Sharpe Ratio | 0.80 | 0.77 |
| Daily Std Dev | 13.44% | 12.71% |
| Max Drawdown | -37.30% | -60.70% |
| Current Drawdown | -13.10% | -3.48% |
Correlation
The correlation between RERGX and VEA is 0.91, 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
RERGX vs. VEA - Performance Comparison
In the year-to-date period, RERGX achieves a 4.61% return, which is significantly higher than VEA's 1.88% return. Over the past 10 years, RERGX has outperformed VEA with an annualized return of 5.42%, while VEA has yielded a comparatively lower 4.64% 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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RERGX vs. VEA - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
RERGX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Vanguard FTSE Developed Markets ETF (VEA). 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
RERGX vs. VEA - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 3.77%, more than VEA's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 3.77% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 1.74% | 1.25% |
VEA Vanguard FTSE Developed Markets ETF | 3.38% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% | 2.60% |
Drawdowns
RERGX vs. VEA - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum VEA drawdown of -60.70%. Use the drawdown chart below to compare losses from any high point for RERGX and VEA. For additional features, visit the drawdowns tool.
Volatility
RERGX vs. VEA - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 3.20%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 3.42%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.