EPP vs BBMC
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).
5-Year PerformanceBBMC has outperformed EPP, delivering a return of +8.6% compared to +4.6%
EPP vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2.10B
BBMC
$2.10B
Expense Ratio
EPP
0.47%
Winner
BBMC
0.07%
Max Drawdown
EPP
67.70%
Winner
BBMC
30.54%
Sharpe Ratio
EPP
0.73
Winner
BBMC
1.54
5Y Beta
Winner
EPP
0.77
BBMC
1.04
P/E Ratio
EPP
N/A
BBMC
34.04
Forward P/E
EPP
N/A
BBMC
17.60
5Y Dividends CAGR
EPP
9.78%
Winner
BBMC
20.05%
5Y EPS CAGR
EPP
N/A
BBMC
10.92%
Debt to Equity
EPP
N/A
BBMC
30.99%
P/S Ratio
EPP
N/A
BBMC
1.75
P/B Ratio
EPP
N/A
BBMC
2.83
EPP vs BBMC - Holdings Comparison
EPP and BBMC have 1 common holdings. Overlap is -0.87%
EPP's top 25 holdings weight is 69.88%. BBMC's top 25 holdings weight is 19.51%.
| Rank | EPP | BBMC |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 10.10% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% |
| #2 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% | CIENA CORP (CIEN) - 1.69% |
| #3 | AIA GROUP LTD (n/a) - 4.89% | COHERENT CORP (COHR) - 1.43% |
| #4 | DBS GROUP HOLDINGS LTD (n/a) - 4.51% | LUMENTUM HOLDINGS INC (LITE) - 1.39% |
| #5 | WESTPAC BANKING CORP (n/a) - 3.93% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% | JABIL INC (JBL) - 0.71% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% | QNITY ELECTRONICS INC (Q) - 0.62% |
| #8 | WESFARMERS LTD (n/a) - 2.88% | TAPESTRY INC (TPR) - 0.55% |
| #9 | MACQUARIE GROUP LTD (n/a) - 2.76% | NATERA INC (NTRA) - 0.55% |
| #10 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% | n/a (ASTS) - 0.54% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% |
| #12 | RIO TINTO LTD (n/a) - 2.23% | NVENT ELECTRIC PLC (NVT) - 0.53% |
| #13 | GOODMAN GROUP (n/a) - 2.01% | CASEY'S GENERAL STORES INC (CASY) - 0.52% |
| #14 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% | STERLING INFRASTRUCTURE INC (STRL) - 0.51% |
| #15 | SEA LTD ADR (SE) - 1.59% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.59% | TECHNIPFMC PLC (n/a) - 0.50% |
| #17 | TRANSURBAN GROUP (n/a) - 1.46% | XPO INC (XPO) - 0.49% |
| #18 | CSL LTD (n/a) - 1.45% | FABRINET (FN) - 0.49% |
| #19 | WOOLWORTHS GROUP LTD (n/a) - 1.36% | IONQ INC CLASS A (IONQ) - 0.48% |
| #20 | FORTESCUE LTD (n/a) - 1.16% | WILLIAMS-SONOMA INC (WSM) - 0.46% |
| #21 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% | BORGWARNER INC (BWA) - 0.29% |
| #22 | QBE INSURANCE GROUP LTD (n/a) - 1.07% | IDEX CORP (IEX) - 0.29% |
| #23 | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% | NORDSON CORP (NDSN) - 0.28% |
| #24 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% |
| #25 | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| Total Holdings | 110 | 518 |
EPP vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
EPP
-0.50%
Winner
BBMC
+7.03%
3M
EPP
+0.91%
Winner
BBMC
+16.38%
6M
EPP
+9.36%
Winner
BBMC
+17.97%
1Y
EPP
+14.59%
Winner
BBMC
+34.40%
5Y(CAGR)
EPP
+4.61%
Winner
BBMC
+8.57%
10Y(CAGR)
EPP
+7.78%
BBMC
N/A
Max(CAGR)
EPP
+8.91%
Winner
BBMC
+18.02%
EPP vs BBMC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | BBMC |
|---|---|---|
| 2026 | +6.97% | +17.16% |
| 2025 | +19.75% | +12.44% |
| 2024 | +6.00% | +15.88% |
| 2023 | +6.11% | +19.07% |
| 2022 | -6.79% | -20.05% |
| 2021 | +3.86% | +19.73% |
| 2020 | +4.97% | +61.97% |
| 2019 | +19.27% | N/A |
| 2018 | -11.62% | N/A |
| 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 BBMC Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current EPP drawdown is -3.82%.
| Rank | EPP | BBMC |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -4.22% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between EPP and BBMC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
EPP vs BBMC dividend yield comparison.
| Year | EPP | BBMC |
|---|---|---|
| 2026 | 1.53% | 0.18% |
| 2025 | 3.77% | 1.25% |
| 2024 | 3.81% | 1.31% |
| 2023 | 4.10% | 1.36% |
| 2022 | 4.37% | 1.48% |
| 2021 | 4.58% | 0.87% |
| 2020 | 2.28% | 0.69% |
| 2019 | 3.89% | 0.00% |
| 2018 | 5.00% | 0.00% |
| 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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