EPP vs ARTY
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
5-Year PerformanceARTY has outperformed EPP, delivering a return of +11.2% compared to +5.2%
EPP vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
Winner
ARTY
$2.10B
Expense Ratio
EPP
0.47%
ARTY
0.47%
Max Drawdown
EPP
67.70%
Winner
ARTY
55.76%
Sharpe Ratio
EPP
1.35
Winner
ARTY
2.49
5Y Beta
Winner
EPP
0.76
ARTY
1.55
P/E Ratio
EPP
N/A
ARTY
62.29
Forward P/E
EPP
N/A
ARTY
24.21
PEG Ratio
EPP
N/A
ARTY
0.27
5Y Dividends CAGR
EPP
7.01%
Winner
ARTY
8.09%
Debt to Equity
EPP
N/A
ARTY
83.43%
P/S Ratio
EPP
N/A
ARTY
7.22
P/B Ratio
EPP
N/A
ARTY
10.52
EPP vs ARTY - Holdings Comparison
EPP and ARTY have 1 common holdings. Overlap is -0.03%
EPP's top 25 holdings weight is 69.51%. ARTY's top 25 holdings weight is 78.97%.
| Rank | EPP | ARTY |
|---|---|---|
| #1 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 9.37% | MARVELL TECHNOLOGY INC (MRVL) - 6.05% |
| #2 | BHP GROUP LTD (n/a) - 8.79% | ADVANCED MICRO DEVICES INC (AMD) - 5.86% |
| #3 | AIA GROUP LTD (n/a) - 4.88% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% |
| #4 | WESTPAC BANKING CORP (n/a) - 4.26% | MICRON TECHNOLOGY INC (MU) - 4.79% |
| #5 | DBS GROUP HOLDINGS LTD (n/a) - 4.10% | n/a (n/a) - 4.56% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.91% | NVIDIA CORP (NVDA) - 4.36% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.55% | BROADCOM INC (AVGO) - 4.34% |
| #8 | MACQUARIE GROUP LTD (n/a) - 2.72% | ORACLE CORP (ORCL) - 4.05% |
| #9 | WESFARMERS LTD (n/a) - 2.66% | NAVER CORP (n/a) - 3.54% |
| #10 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.61% | SK HYNIX INC (n/a) - 3.19% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% | GLOBAL UNICHIP CORP (n/a) - 3.11% |
| #12 | CSL LTD (n/a) - 2.07% | SUPER MICRO COMPUTER INC (SMCI) - 2.71% |
| #13 | RIO TINTO LTD (n/a) - 1.99% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% |
| #14 | GOODMAN GROUP (n/a) - 1.88% | ARISTA NETWORKS INC (ANET) - 2.55% |
| #15 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.87% | ADVANTEST CORP (n/a) - 2.49% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.59% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% |
| #17 | SEA LTD ADR (SE) - 1.54% | WESTERN DIGITAL CORP (WDC) - 2.38% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.41% | SCHNEIDER ELECTRIC SE (n/a) - 2.30% |
| #19 | TRANSURBAN GROUP (n/a) - 1.32% | MICROSOFT CORP (MSFT) - 2.18% |
| #20 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.23% | n/a (PLTR) - 1.86% |
| #21 | FORTESCUE LTD (n/a) - 1.12% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% |
| #22 | SUN HUNG KAI PROPERTIES LTD (n/a) - 1.09% | CONSTELLATION ENERGY CORP (CEG) - 1.71% |
| #23 | QBE INSURANCE GROUP LTD (n/a) - 1.05% | ACCENTURE PLC CLASS A (ACN) - 1.63% |
| #24 | NORTHERN STAR RESOURCES LTD (n/a) - 1.00% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% |
| #25 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.96% | BLOOM ENERGY CORP CLASS A (BE) - 1.51% |
| Total Holdings | 108 | 73 |
EPP vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
EPP
+0.27%
Winner
ARTY
+34.37%
3M
EPP
+1.62%
Winner
ARTY
+32.19%
6M
EPP
+11.46%
Winner
ARTY
+41.93%
1Y
EPP
+25.25%
Winner
ARTY
+98.78%
5Y(CAGR)
EPP
+5.16%
Winner
ARTY
+11.22%
10Y(CAGR)
EPP
+7.96%
ARTY
N/A
Max(CAGR)
EPP
+9.05%
Winner
ARTY
+15.38%
EPP vs ARTY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | ARTY |
|---|---|---|
| 2026 | +9.42% | +37.81% |
| 2025 | +19.75% | +29.45% |
| 2024 | +6.00% | +10.75% |
| 2023 | +6.11% | +35.02% |
| 2022 | -6.79% | -38.41% |
| 2021 | +3.86% | +6.59% |
| 2020 | +4.97% | +45.71% |
| 2019 | +19.27% | +33.74% |
| 2018 | -11.62% | -14.31% |
| 2017 | +24.09% | N/A |
| 2016 | +9.01% | N/A |
| 2015 | -8.36% | N/A |
| 2014 | -1.03% | N/A |
| 2013 | +1.73% | N/A |
| 2012 | +22.74% | N/A |
| 2011 | -14.42% | N/A |
| 2010 | +13.87% | N/A |
| 2009 | +62.26% | N/A |
| 2008 | -47.31% | N/A |
| 2007 | +29.17% | N/A |
| 2006 | +29.68% | N/A |
| 2005 | +14.63% | N/A |
| 2004 | +26.18% | N/A |
| 2003 | +43.93% | N/A |
| 2002 | -6.06% | N/A |
| 2001 | +8.45% | N/A |
EPP vs ARTY Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current EPP drawdown is -1.62%.
| Rank | EPP | ARTY |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -3.04% Aug 29, 2018 - Sep 26, 2018 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -3.01% Nov 6, 2020 - Nov 16, 2020 |
Correlation
Correlation between EPP and ARTY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2025)
EPP vs ARTY dividend yield comparison.
| Year | EPP | ARTY |
|---|---|---|
| 2025 | 3.77% | 0.00% |
| 2024 | 3.81% | 0.50% |
| 2023 | 4.10% | 0.88% |
| 2022 | 4.37% | 0.75% |
| 2021 | 4.58% | 2.41% |
| 2020 | 2.28% | 0.53% |
| 2019 | 3.89% | 0.69% |
| 2018 | 5.00% | 0.34% |
| 2017 | 4.15% | 0.00% |
| 2016 | 3.96% | 0.00% |
| 2015 | 4.90% | 0.00% |
| 2014 | 4.33% | 0.00% |
| 2013 | 4.08% | 0.00% |
| 2012 | 4.21% | 0.00% |
| 2011 | 4.41% | 0.00% |
| 2010 | 3.30% | 0.00% |
| 2009 | 3.45% | 0.00% |
| 2008 | 2.39% | 0.00% |
| 2007 | 4.72% | 0.00% |
| 2006 | 4.24% | 0.00% |
| 2005 | 3.75% | 0.00% |
| 2004 | 3.34% | 0.00% |
| 2003 | 2.08% | 0.00% |
| 2002 | 1.74% | 0.00% |
| 2001 | 0.50% | 0.00% |
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