EPP vs DES
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed EPP, delivering a return of +6.7% compared to +4.6%
EPP vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2.10B
DES
$2.10B
Expense Ratio
EPP
0.47%
Winner
DES
0.38%
Max Drawdown
Winner
EPP
67.70%
DES
68.10%
Sharpe Ratio
EPP
0.73
Winner
DES
1.41
5Y Beta
Winner
EPP
0.77
DES
0.83
P/E Ratio
EPP
N/A
DES
21.16
Forward P/E
EPP
N/A
DES
13.45
5Y Dividends CAGR
Winner
EPP
9.78%
DES
5.94%
5Y EPS CAGR
EPP
N/A
DES
7.15%
Debt to Equity
EPP
N/A
DES
80.66%
P/S Ratio
EPP
N/A
DES
1.05
P/B Ratio
EPP
N/A
DES
1.68
EPP vs DES - Holdings Comparison
EPP and DES have 0 common holdings. Overlap is 0.00%
EPP's top 25 holdings weight is 69.88%. DES's top 25 holdings weight is 18.44%.
| Rank | EPP | DES |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 10.10% | TFS FINANCIAL CORP (TFSL) - 1.13% |
| #2 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% | KODIAK GAS SERVICES INC (KGS) - 1.11% |
| #3 | AIA GROUP LTD (n/a) - 4.89% | EPR PROPERTIES (EPR) - 1.05% |
| #4 | DBS GROUP HOLDINGS LTD (n/a) - 4.51% | SONOCO PRODUCTS CO (SON) - 0.91% |
| #5 | WESTPAC BANKING CORP (n/a) - 3.93% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% | OUTFRONT MEDIA INC (OUT) - 0.86% |
| #8 | WESFARMERS LTD (n/a) - 2.88% | CAL-MAINE FOODS INC (CALM) - 0.86% |
| #9 | MACQUARIE GROUP LTD (n/a) - 2.76% | AVNET INC (AVT) - 0.85% |
| #10 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% | TRAVEL&LEISURE CO (TNL) - 0.82% |
| #12 | RIO TINTO LTD (n/a) - 2.23% | ARCHROCK INC (AROC) - 0.78% |
| #13 | GOODMAN GROUP (n/a) - 2.01% | n/a (HASI) - 0.78% |
| #14 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% | n/a (CRC) - 0.76% |
| #15 | SEA LTD ADR (SE) - 1.59% | FIRST BANCORP (FBP) - 0.73% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.59% | AMERICOLD REALTY TRUST INC (COLD) - 0.69% |
| #17 | TRANSURBAN GROUP (n/a) - 1.46% | PBF ENERGY INC CLASS A (PBF) - 0.64% |
| #18 | CSL LTD (n/a) - 1.45% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% |
| #19 | WOOLWORTHS GROUP LTD (n/a) - 1.36% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63% |
| #20 | FORTESCUE LTD (n/a) - 1.16% | AVISTA CORP (AVA) - 0.63% |
| #21 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% | CVB FINANCIAL CORP (CVBF) - 0.40% |
| #22 | QBE INSURANCE GROUP LTD (n/a) - 1.07% | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 0.39% |
| #23 | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.38% |
| #24 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% | COUSINS PROPERTIES INC (CUZ) - 0.38% |
| #25 | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% | NORTHWEST BANCSHARES INC (NWBI) - 0.38% |
| Total Holdings | 110 | 483 |
EPP vs DES - Historical Returns
Returns include dividend reinvestment.
1M
EPP
-0.50%
Winner
DES
+5.57%
3M
EPP
+0.91%
Winner
DES
+12.40%
6M
EPP
+9.36%
Winner
DES
+16.13%
1Y
EPP
+14.59%
Winner
DES
+29.84%
5Y(CAGR)
EPP
+4.61%
Winner
DES
+6.75%
10Y(CAGR)
EPP
+7.78%
Winner
DES
+8.44%
Max(CAGR)
Winner
EPP
+8.91%
DES
+7.82%
EPP vs DES - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | DES |
|---|---|---|
| 2026 | +6.97% | +18.68% |
| 2025 | +19.75% | +0.96% |
| 2024 | +6.00% | +9.71% |
| 2023 | +6.11% | +16.28% |
| 2022 | -6.79% | -11.65% |
| 2021 | +3.86% | +27.88% |
| 2020 | +4.97% | -3.69% |
| 2019 | +19.27% | +19.33% |
| 2018 | -11.62% | -13.42% |
| 2017 | +24.09% | +8.08% |
| 2016 | +9.01% | +33.60% |
| 2015 | -8.36% | -5.29% |
| 2014 | -1.03% | +8.94% |
| 2013 | +1.73% | +32.90% |
| 2012 | +22.74% | +16.16% |
| 2011 | -14.42% | -3.63% |
| 2010 | +13.87% | +24.59% |
| 2009 | +62.26% | +20.08% |
| 2008 | -47.31% | -27.07% |
| 2007 | +29.17% | -12.85% |
| 2006 | +29.68% | +16.40% |
| 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 DES Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current EPP drawdown is -3.82%. The current DES drawdown is -1.02%.
| Rank | EPP | DES |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between EPP and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
EPP vs DES dividend yield comparison.
| Year | EPP | DES |
|---|---|---|
| 2026 | 1.53% | 0.54% |
| 2025 | 3.77% | 2.85% |
| 2024 | 3.81% | 2.81% |
| 2023 | 4.10% | 2.65% |
| 2022 | 4.37% | 2.89% |
| 2021 | 4.58% | 2.31% |
| 2020 | 2.28% | 2.75% |
| 2019 | 3.89% | 2.68% |
| 2018 | 5.00% | 3.65% |
| 2017 | 4.15% | 2.89% |
| 2016 | 3.96% | 2.70% |
| 2015 | 4.90% | 3.09% |
| 2014 | 4.33% | 2.68% |
| 2013 | 4.08% | 2.45% |
| 2012 | 4.21% | 4.04% |
| 2011 | 4.41% | 3.38% |
| 2010 | 3.30% | 3.57% |
| 2009 | 3.45% | 3.60% |
| 2008 | 2.39% | 6.09% |
| 2007 | 4.72% | 3.78% |
| 2006 | 4.24% | 1.82% |
| 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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