EPP vs HTRB

Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceEPP has outperformed HTRB, delivering a return of +7.2% compared to -0.0%

EPP vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPP(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.47%	0.29%
Max Drawdown	67.70%	26.85%
Sharpe Ratio	0.92	-0.33
5Y Beta	0.75	0.05
5Y Dividends CAGR	9.78%	-2.71%

Net Assets

EPP

$2.20B

HTRB

$2.20B

Expense Ratio

EPP

0.47%

Winner

HTRB

0.29%

Max Drawdown

EPP

67.70%

Winner

HTRB

26.85%

Sharpe Ratio

Winner

EPP

0.92

HTRB

-0.33

5Y Beta

EPP

0.75

Winner

HTRB

0.05

5Y Dividends CAGR

Winner

EPP

9.78%

HTRB

-2.71%

EPP vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	EPP	HTRB
1 month	+5.31%	-0.16%
3 months	+6.48%	+0.14%
6 months	+4.41%	-1.56%
1 year	+17.80%	+2.71%
5 years(CAGR)	+7.23%	-0.01%
10 years(CAGR)	+7.58%	+2.08%
Max(CAGR)	+9.17%	+2.08%

Winner

EPP

+5.31%

HTRB

-0.16%

Winner

EPP

+6.48%

HTRB

+0.14%

Winner

EPP

+4.41%

HTRB

-1.56%

Winner

EPP

+17.80%

HTRB

+2.71%

5Y(CAGR)

Winner

EPP

+7.23%

HTRB

-0.01%

10Y(CAGR)

Winner

EPP

+7.58%

HTRB

+2.08%

Max(CAGR)

Winner

EPP

+9.17%

HTRB

+2.08%

EPP vs HTRB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EPP	HTRB
2026	+15.28%	-0.13%
2025	+19.75%	+7.27%
2024	+6.00%	+2.79%
2023	+6.11%	+6.64%
2022	-6.79%	-14.11%
2021	+3.86%	-1.01%
2020	+4.97%	+8.64%
2019	+19.27%	+10.21%
2018	-11.62%	-0.88%
2017	+24.09%	+1.02%
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 HTRB Drawdown Comparison

The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current HTRB drawdown is -2.01%.

Rank	EPP	HTRB
#1	-66.01% Oct 31, 2007 - Jan 10, 2013	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-39.30% Jan 16, 2020 - Dec 10, 2020	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-30.42% Sep 3, 2014 - Jul 14, 2017	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-26.24% Jun 4, 2021 - Sep 19, 2024	-2.82% Feb 27, 2026 - May 19, 2026
#5	-19.29% Oct 2, 2024 - May 27, 2025	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-18.74% May 22, 2002 - Jun 11, 2003	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-17.80% Jan 26, 2018 - Jun 27, 2019	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-17.59% Jul 23, 2007 - Sep 19, 2007	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-17.21% Apr 30, 2013 - Oct 22, 2013	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-16.92% Feb 17, 2004 - Sep 30, 2004	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-15.01% May 9, 2006 - Oct 25, 2006	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-12.96% Oct 22, 2013 - Apr 9, 2014	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-10.37% Jul 3, 2019 - Jan 13, 2020	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-10.31% Feb 26, 2007 - Mar 26, 2007	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-8.79% Feb 25, 2026 - May 6, 2026	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between EPP and HTRB is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2001 - 2026)

EPP vs HTRB dividend yield comparison.

Year	EPP	HTRB
2026	1.42%	2.54%
2025	3.77%	4.66%
2024	3.81%	4.45%
2023	4.10%	3.87%
2022	4.37%	3.08%
2021	4.58%	4.22%
2020	2.28%	4.79%
2019	3.89%	6.30%
2018	5.00%	2.37%
2017	4.15%	0.96%
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%