CFA vs EPU
Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF).
5-Year PerformanceEPU has outperformed CFA, delivering a return of +28.2% compared to +8.1%
CFA vs EPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CFA
$531M
Winner
EPU
$531M
Expense Ratio
Winner
CFA
0.35%
EPU
0.59%
Max Drawdown
Winner
CFA
37.86%
EPU
64.62%
Sharpe Ratio
CFA
0.98
Winner
EPU
2.02
5Y Beta
Winner
CFA
0.74
EPU
0.87
P/E Ratio
CFA
21.78
Winner
EPU
17.52
Forward P/E
Winner
CFA
17.18
EPU
19.63
PEG Ratio
CFA
0.37
Winner
EPU
0.06
5Y Dividends CAGR
CFA
13.27%
Winner
EPU
20.19%
5Y EPS CAGR
CFA
12.64%
Winner
EPU
31.93%
Debt to Equity
Winner
CFA
17.31%
EPU
59.94%
P/S Ratio
CFA
1.96
EPU
N/A
P/B Ratio
CFA
3.24
EPU
N/A
CFA vs EPU - Holdings Comparison
CFA and EPU have 1 common holdings. Overlap is 0.00%
CFA's top 25 holdings weight is 9.88%. EPU's top 25 holdings weight is 99.17%.
| Rank | CFA | EPU |
|---|---|---|
| #1 | W.W. GRAINGER INC (GWW) - 0.48% | CREDICORP LTD (BAP) - 23.55% |
| #2 | ARCH CAPITAL GROUP LTD (ACGL) - 0.48% | SOUTHERN COPPER CORP (SCCO) - 22.62% |
| #3 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 0.44% | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.30% |
| #4 | CATERPILLAR INC (CAT) - 0.44% | HOCHSCHILD MINING PLC (n/a) - 3.85% |
| #5 | AGILENT TECHNOLOGIES INC (A) - 0.44% | VOLCAN COMPANIA MINERA SAA PARTICIPATING PREFERRED (n/a) - 3.32% |
| #6 | ABBVIE INC (ABBV) - 0.44% | INTERCORP FINANCIAL SERVICES INC (n/a) - 3.13% |
| #7 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.44% | PAN AMERICAN SILVER CORP (n/a) - 3.07% |
| #8 | BLACKROCK INC (BLK) - 0.44% | MMG LTD (n/a) - 2.92% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.38% | PARQUE ARAUCO SA (n/a) - 2.88% |
| #10 | DUKE ENERGY CORP (DUK) - 0.38% | FERREYCORP SAA (n/a) - 2.66% |
| #11 | EVERGY INC (EVRG) - 0.38% | INTERCONEXION ELECTRICA SA ESP (n/a) - 2.60% |
| #12 | MARVELL TECHNOLOGY INC (MRVL) - 0.38% | LAUREATE EDUCATION INC SHS (LAUR) - 2.58% |
| #13 | LOEWS CORP (L) - 0.38% | WHEATON PRECIOUS METALS CORP (WPM) - 2.41% |
| #14 | ALLIANT ENERGY CORP (LNT) - 0.38% | FALABELLA SA (n/a) - 2.35% |
| #15 | WEC ENERGY GROUP INC (WEC) - 0.38% | FORTUNA MINING CORP (n/a) - 2.35% |
| #16 | AMEREN CORP (AEE) - 0.37% | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.29% |
| #17 | FIRSTENERGY CORP (FE) - 0.37% | SOCIEDAD MINERA CERRO VERDE SAA (n/a) - 2.15% |
| #18 | TD SYNNEX CORP (SNX) - 0.37% | CEMENTOS PACASMAYO SAA (n/a) - 1.97% |
| #19 | DTE ENERGY CO (DTE) - 0.37% | INRETAIL PERU CORP (n/a) - 1.78% |
| #20 | GARMIN LTD (GRMN) - 0.36% | BANCO BBVA PERU (n/a) - 1.71% |
| #21 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.36% | EMPRESA NACIONAL DE TELECOMUNICACIONES SA (n/a) - 1.62% |
| #22 | WORKDAY INC CLASS A (WDAY) - 0.36% | USD CASH (n/a) - 1.15% |
| #23 | HORMEL FOODS CORP (HRL) - 0.36% | AUNA SA CLASS A ORDINARY SHARES (AUNA) - 0.92% |
| #24 | CENTERPOINT ENERGY INC (CNP) - 0.35% | CASA GRANDE SAA (n/a) - 0.52% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.35% | INVERSIONES PORTUARIAS CHANCAY SAA PFS UNDATED PEN 0.10 CLASS B (n/a) - 0.47% |
| Total Holdings | 485 | 36 |
CFA vs EPU - Historical Returns
Returns include dividend reinvestment.
1M
CFA
+3.09%
Winner
EPU
+3.99%
3M
Winner
CFA
+7.15%
EPU
+6.85%
6M
CFA
+7.56%
Winner
EPU
+26.87%
1Y
CFA
+14.58%
Winner
EPU
+84.36%
5Y(CAGR)
CFA
+8.06%
Winner
EPU
+28.16%
10Y(CAGR)
CFA
+11.72%
Winner
EPU
+15.06%
Max(CAGR)
CFA
+10.49%
Winner
EPU
+10.75%
CFA vs EPU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CFA | EPU |
|---|---|---|
| 2026 | +7.64% | +20.42% |
| 2025 | +8.76% | +85.21% |
| 2024 | +15.26% | +23.00% |
| 2023 | +11.98% | +24.05% |
| 2022 | -10.96% | +0.48% |
| 2021 | +27.98% | -12.88% |
| 2020 | +11.49% | -4.80% |
| 2019 | +31.11% | +6.71% |
| 2018 | -9.01% | -13.92% |
| 2017 | +21.65% | +28.47% |
| 2016 | +16.93% | +64.99% |
| 2015 | +0.12% | -35.82% |
| 2014 | +4.74% | -3.94% |
| 2013 | N/A | -26.81% |
| 2012 | N/A | +20.98% |
| 2011 | N/A | -22.39% |
| 2010 | N/A | +54.49% |
| 2009 | N/A | +34.33% |
CFA vs EPU Drawdown Comparison
The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.
The current EPU drawdown is -6.69%.
| Rank | CFA | EPU |
|---|---|---|
| #1 | -37.73% Feb 19, 2020 - Nov 5, 2020 | -60.62% Jan 17, 2013 - Jan 24, 2018 |
| #2 | -20.87% Dec 29, 2021 - Jan 29, 2024 | -50.96% Apr 19, 2018 - Mar 8, 2024 |
| #3 | -20.84% Sep 20, 2018 - Apr 30, 2019 | -31.96% Dec 7, 2010 - Jan 14, 2013 |
| #4 | -17.28% Nov 29, 2024 - Aug 22, 2025 | -20.85% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -14.17% Jun 23, 2015 - Apr 27, 2016 | -17.30% Jan 11, 2010 - Aug 2, 2010 |
| #6 | -9.12% Jan 26, 2018 - Aug 17, 2018 | -14.82% Mar 25, 2025 - May 6, 2025 |
| #7 | -7.52% Sep 17, 2014 - Oct 29, 2014 | -12.39% May 20, 2024 - Sep 26, 2024 |
| #8 | -7.13% Mar 2, 2026 - Jun 2, 2026 | -9.88% Oct 28, 2024 - Mar 17, 2025 |
| #9 | -6.65% Jun 8, 2016 - Jul 11, 2016 | -9.75% Oct 22, 2009 - Jan 6, 2010 |
| #10 | -6.21% Jul 26, 2019 - Oct 29, 2019 | -9.28% Jan 26, 2018 - Apr 18, 2018 |
| #11 | -5.85% Apr 30, 2019 - Jun 20, 2019 | -8.27% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -5.54% Nov 16, 2021 - Dec 27, 2021 | -7.82% Oct 16, 2025 - Dec 1, 2025 |
| #13 | -5.53% Mar 28, 2024 - Jul 12, 2024 | -7.19% Jul 1, 2009 - Jul 20, 2009 |
| #14 | -5.29% Nov 26, 2014 - Dec 29, 2014 | -5.96% Nov 8, 2010 - Dec 2, 2010 |
| #15 | -5.13% Sep 2, 2021 - Oct 21, 2021 | -4.88% Oct 14, 2010 - Nov 2, 2010 |
Correlation
Correlation between CFA and EPU is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2009 - 2026)
CFA vs EPU dividend yield comparison.
| Year | CFA | EPU |
|---|---|---|
| 2026 | 0.54% | 0.00% |
| 2025 | 1.29% | 1.63% |
| 2024 | 1.32% | 5.78% |
| 2023 | 1.42% | 4.17% |
| 2022 | 1.59% | 5.56% |
| 2021 | 1.04% | 3.13% |
| 2020 | 1.21% | 1.91% |
| 2019 | 1.35% | 2.67% |
| 2018 | 1.50% | 1.53% |
| 2017 | 1.15% | 3.30% |
| 2016 | 1.37% | 0.85% |
| 2015 | 1.31% | 1.90% |
| 2014 | 0.63% | 1.66% |
| 2013 | 0.00% | 1.72% |
| 2012 | 0.00% | 3.54% |
| 2011 | 0.00% | 2.83% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 0.40% |
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