RERGX vs. WFSPX
RERGX (American Funds EUPAC Fund Class R-6) and WFSPX (iShares S&P 500 Index Fund) are both mutual funds - RERGX is a Foreign Large Cap Equities fund actively managed by American Funds, while WFSPX is a S&P 500 fund tracking the S&P 500 Index. RERGX is actively managed, while WFSPX is passively managed. Over the past 10 years, RERGX returned 9.31%/yr vs 15.32%/yr for WFSPX. A 0.78 correlation means they provide meaningful diversification when combined. RERGX charges 0.47%/yr vs 0.03%/yr for WFSPX.
Performance
RERGX vs. WFSPX - Performance Comparison
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Returns By Period
In the year-to-date period, RERGX achieves a 9.59% return, which is significantly higher than WFSPX's 8.57% return. Over the past 10 years, RERGX has underperformed WFSPX with an annualized return of 9.31%, while WFSPX has yielded a comparatively higher 15.32% annualized return.
RERGX
- 1D
- 3.38%
- 1M
- 0.82%
- YTD
- 9.59%
- 6M
- 11.78%
- 1Y
- 25.32%
- 3Y*
- 14.88%
- 5Y*
- 4.58%
- 10Y*
- 9.31%
WFSPX
- 1D
- 1.75%
- 1M
- -1.31%
- YTD
- 8.57%
- 6M
- 8.91%
- 1Y
- 25.13%
- 3Y*
- 21.02%
- 5Y*
- 13.30%
- 10Y*
- 15.32%
RERGX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EUPAC Fund Class R-6 | 9.59% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
WFSPX iShares S&P 500 Index Fund | 8.57% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Correlation
The correlation between RERGX and WFSPX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.78 |
The correlation between RERGX and WFSPX has been stable across timeframes, ranging from 0.75 to 0.79 - a consistent structural relationship.
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Return for Risk
RERGX vs. WFSPX — Risk / Return Rank
RERGX
WFSPX
RERGX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EUPAC Fund Class R-6 (RERGX) and iShares S&P 500 Index Fund (WFSPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RERGX | WFSPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.36 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.73 | -0.81 |
| Martin ratioReturn relative to average drawdown | 7.13 | 12.42 | -5.29 |
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Drawdowns
RERGX vs. WFSPX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for RERGX and WFSPX.
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Drawdown Indicators
| RERGX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -58.21% | +20.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -8.90% | -3.62% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -18.74% | +3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -24.51% | -12.79% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -33.74% | -3.56% |
Current DrawdownCurrent decline from peak | -2.44% | -2.79% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -12.76% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 1.95% | +1.42% |
Volatility
RERGX vs. WFSPX - Volatility Comparison
American Funds EUPAC Fund Class R-6 (RERGX) has a higher volatility of 7.18% compared to iShares S&P 500 Index Fund (WFSPX) at 4.43%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 4.43% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 9.70% | +4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 12.36% | +4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 16.95% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.01% | 18.05% | -1.04% |
RERGX vs. WFSPX - Expense Ratio Comparison
RERGX has a 0.47% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Dividends
RERGX vs. WFSPX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 10.22%, more than WFSPX's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EUPAC Fund Class R-6 | 10.22% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
WFSPX iShares S&P 500 Index Fund | 1.61% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Frequently Asked Questions
RERGX and WFSPX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RERGX has higher volatility (7.18%) compared to WFSPX (4.43%). In terms of maximum drawdown, RERGX dropped -37.30% vs WFSPX's -58.21%.
WFSPX currently has the higher Sharpe Ratio (1.97 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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