EPP vs IYG
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF).
5-Year PerformanceIYG has outperformed EPP, delivering a return of +10.4% compared to +6.7%
EPP vs IYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
IYG
$2B
Expense Ratio
EPP
0.47%
Winner
IYG
0.38%
Max Drawdown
Winner
EPP
67.70%
IYG
82.89%
Sharpe Ratio
Winner
EPP
0.99
IYG
0.66
5Y Beta
Winner
EPP
0.76
IYG
0.89
P/E Ratio
EPP
N/A
IYG
18.54
Forward P/E
EPP
N/A
IYG
16.97
PEG Ratio
EPP
N/A
IYG
0.74
5Y Dividends CAGR
Winner
EPP
9.78%
IYG
5.68%
5Y EPS CAGR
EPP
N/A
IYG
9.62%
Debt to Equity
EPP
N/A
IYG
89.03%
P/S Ratio
EPP
N/A
IYG
4.34
P/B Ratio
EPP
N/A
IYG
2.47
EPP vs IYG - Holdings Comparison
EPP and IYG have 1 common holdings. Overlap is -0.05%
EPP's top 25 holdings weight is 70.19%. IYG's top 25 holdings weight is 83.97%.
| Rank | EPP | IYG |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 9.39% | JPMORGAN CHASE & CO (JPM) - 12.83% |
| #2 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% |
| #3 | DBS GROUP HOLDINGS LTD (n/a) - 4.78% | VISA INC CLASS A (V) - 8.25% |
| #4 | AIA GROUP LTD (n/a) - 4.42% | MASTERCARD INC CLASS A (MA) - 6.06% |
| #5 | WESTPAC BANKING CORP (n/a) - 3.89% | BANK OF AMERICA CORP (BAC) - 5.53% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% | MORGAN STANLEY (MS) - 3.81% |
| #8 | WESFARMERS LTD (n/a) - 3.20% | WELLS FARGO & CO (WFC) - 3.64% |
| #9 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% | CITIGROUP INC (C) - 3.17% |
| #10 | MACQUARIE GROUP LTD (n/a) - 2.90% | AMERICAN EXPRESS CO (AXP) - 2.64% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% | CHARLES SCHWAB CORP (SCHW) - 2.31% |
| #12 | RIO TINTO LTD (n/a) - 1.96% | BLACKROCK INC (BLK) - 2.07% |
| #13 | GOODMAN GROUP (n/a) - 1.91% | S&P GLOBAL INC (SPGI) - 1.86% |
| #14 | CSL LTD (n/a) - 1.89% | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% |
| #15 | SEA LTD ADR (SE) - 1.78% | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.75% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #17 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% | U.S. BANCORP (USB) - 1.35% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.51% | BLACKSTONE INC (BX) - 1.29% |
| #19 | TRANSURBAN GROUP (n/a) - 1.43% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% |
| #20 | QBE INSURANCE GROUP LTD (n/a) - 1.18% | CME GROUP INC CLASS A (CME) - 1.23% |
| #21 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% |
| #22 | ARISTOCRAT LEISURE LTD (n/a) - 1.05% | MOODYS CORP (MCO) - 1.04% |
| #23 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% |
| #24 | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% | TRUIST FINANCIAL CORP (TFC) - 0.90% |
| #25 | COLES GROUP LTD (n/a) - 0.98% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% |
| Total Holdings | 108 | 102 |
EPP vs IYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPP
+8.07%
IYG
+2.90%
3M
EPP
+5.42%
Winner
IYG
+11.39%
6M
Winner
EPP
+8.37%
IYG
+5.89%
1Y
Winner
EPP
+19.36%
IYG
+14.99%
5Y(CAGR)
EPP
+6.67%
Winner
IYG
+10.41%
10Y(CAGR)
EPP
+7.49%
Winner
IYG
+14.59%
Max(CAGR)
Winner
EPP
+9.18%
IYG
+6.74%
EPP vs IYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EPP | IYG |
|---|---|---|
| 2026 | +15.15% | +4.88% |
| 2025 | +19.75% | +20.13% |
| 2024 | +6.00% | +31.89% |
| 2023 | +6.11% | +15.79% |
| 2022 | -6.79% | -18.13% |
| 2021 | +3.86% | +31.77% |
| 2020 | +4.97% | -0.12% |
| 2019 | +19.27% | +35.87% |
| 2018 | -11.62% | -12.80% |
| 2017 | +24.09% | +23.00% |
| 2016 | +9.01% | +22.73% |
| 2015 | -8.36% | -0.58% |
| 2014 | -1.03% | +11.36% |
| 2013 | +1.73% | +38.64% |
| 2012 | +22.74% | +28.84% |
| 2011 | -14.42% | -22.19% |
| 2010 | +13.87% | +5.43% |
| 2009 | +62.26% | +14.50% |
| 2008 | -47.31% | -51.24% |
| 2007 | +29.17% | -22.14% |
| 2006 | +29.68% | +17.48% |
| 2005 | +14.63% | +4.15% |
| 2004 | +26.18% | +12.79% |
| 2003 | +43.93% | +29.90% |
| 2002 | -6.06% | -11.95% |
| 2001 | +8.45% | -2.76% |
| 2000 | N/A | +22.75% |
EPP vs IYG Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The current IYG drawdown is -0.76%.
| Rank | EPP | IYG |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -81.83% Feb 20, 2007 - Sep 19, 2017 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -44.32% Feb 19, 2020 - Jan 6, 2021 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -34.95% Jan 30, 2001 - Oct 13, 2003 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -29.60% Jan 12, 2022 - Mar 20, 2024 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -24.55% Jan 26, 2018 - Jul 23, 2019 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -18.53% Feb 18, 2025 - Jun 26, 2025 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -15.90% Jan 6, 2026 - Jul 15, 2026 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -14.55% Sep 12, 2000 - Dec 28, 2000 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -11.56% Mar 5, 2004 - Nov 4, 2004 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -9.60% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -9.25% Dec 31, 2004 - Nov 10, 2005 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -8.91% Oct 25, 2021 - Jan 12, 2022 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -8.50% Jan 12, 2021 - Feb 12, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -8.25% May 5, 2006 - Sep 15, 2006 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -8.01% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between EPP and IYG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2000 - 2026)
EPP vs IYG dividend yield comparison.
| Year | EPP | IYG |
|---|---|---|
| 2026 | 1.42% | 0.51% |
| 2025 | 3.77% | 1.00% |
| 2024 | 3.81% | 1.16% |
| 2023 | 4.10% | 1.77% |
| 2022 | 4.37% | 2.07% |
| 2021 | 4.58% | 1.25% |
| 2020 | 2.28% | 1.71% |
| 2019 | 3.89% | 1.59% |
| 2018 | 5.00% | 1.81% |
| 2017 | 4.15% | 1.24% |
| 2016 | 3.96% | 1.28% |
| 2015 | 4.90% | 1.33% |
| 2014 | 4.33% | 1.14% |
| 2013 | 4.08% | 1.04% |
| 2012 | 4.21% | 1.40% |
| 2011 | 4.41% | 1.19% |
| 2010 | 3.30% | 0.46% |
| 2009 | 3.45% | 1.14% |
| 2008 | 2.39% | 5.34% |
| 2007 | 4.72% | 2.72% |
| 2006 | 4.24% | 1.88% |
| 2005 | 3.75% | 2.05% |
| 2004 | 3.34% | 1.92% |
| 2003 | 2.08% | 1.67% |
| 2002 | 1.74% | 1.87% |
| 2001 | 0.50% | 1.24% |
| 2000 | 0.00% | 1.07% |
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