VEIEX vs. AEPFX
Compare and contrast key facts about Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and American Funds EUPAC Fund Class F-2 (AEPFX).
VEIEX is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. It was launched on May 4, 1994. AEPFX is an actively managed fund by American Funds. It was launched on Aug 1, 2008.
Performance
VEIEX vs. AEPFX - Performance Comparison
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VEIEX vs. AEPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares | -0.26% | 24.58% | 11.15% | 8.66% | -17.91% | 0.72% | 15.05% | 20.11% | -14.73% | 31.14% |
AEPFX American Funds EUPAC Fund Class F-2 | -2.87% | 29.19% | 2.89% | 15.98% | -22.86% | 2.74% | 25.12% | 27.28% | -17.41% | 31.04% |
Returns By Period
In the year-to-date period, VEIEX achieves a -0.26% return, which is significantly higher than AEPFX's -2.87% return. Over the past 10 years, VEIEX has underperformed AEPFX with an annualized return of 7.36%, while AEPFX has yielded a comparatively higher 7.86% annualized return.
VEIEX
- 1D
- 2.35%
- 1M
- -6.43%
- YTD
- -0.26%
- 6M
- 0.31%
- 1Y
- 21.25%
- 3Y*
- 13.15%
- 5Y*
- 3.42%
- 10Y*
- 7.36%
AEPFX
- 1D
- 2.75%
- 1M
- -8.19%
- YTD
- -2.87%
- 6M
- 0.89%
- 1Y
- 21.43%
- 3Y*
- 10.88%
- 5Y*
- 3.22%
- 10Y*
- 7.86%
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VEIEX vs. AEPFX - Expense Ratio Comparison
VEIEX has a 0.29% expense ratio, which is lower than AEPFX's 0.58% expense ratio.
Return for Risk
VEIEX vs. AEPFX — Risk / Return Rank
VEIEX
AEPFX
VEIEX vs. AEPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and American Funds EUPAC Fund Class F-2 (AEPFX). 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.
| VEIEX | AEPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.37 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.86 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.67 | +0.25 |
Martin ratioReturn relative to average drawdown | 7.00 | 6.32 | +0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEIEX | AEPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.37 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.20 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.47 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.27 | +0.04 |
Correlation
The correlation between VEIEX and AEPFX is 0.84, 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.
Dividends
VEIEX vs. AEPFX - Dividend Comparison
VEIEX's dividend yield for the trailing twelve months is around 2.55%, less than AEPFX's 14.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares | 2.55% | 2.59% | 2.97% | 3.32% | 3.87% | 2.41% | 1.72% | 3.07% | 2.67% | 2.14% | 2.33% | 3.04% |
AEPFX American Funds EUPAC Fund Class F-2 | 14.33% | 13.92% | 4.86% | 3.86% | 1.93% | 10.10% | 0.34% | 3.04% | 3.06% | 4.89% | 1.54% | 3.35% |
Drawdowns
VEIEX vs. AEPFX - Drawdown Comparison
The maximum VEIEX drawdown since its inception was -66.47%, which is greater than AEPFX's maximum drawdown of -48.79%. Use the drawdown chart below to compare losses from any high point for VEIEX and AEPFX.
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Drawdown Indicators
| VEIEX | AEPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.47% | -48.79% | -17.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -12.54% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -37.37% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.30% | -37.37% | +1.07% |
Current DrawdownCurrent decline from peak | -8.97% | -10.13% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -17.29% | -11.09% | -6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.30% | -0.26% |
Volatility
VEIEX vs. AEPFX - Volatility Comparison
Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and American Funds EUPAC Fund Class F-2 (AEPFX) have volatilities of 6.91% and 7.25%, 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.
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Volatility by Period
| VEIEX | AEPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 7.25% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 11.54% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 16.40% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 16.48% | -1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 16.80% | -0.41% |