EPP vs RWJ
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed EPP, delivering a return of +10.5% compared to +5.5%
EPP vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
RWJ
$2B
Expense Ratio
EPP
0.47%
Winner
RWJ
0.39%
Max Drawdown
EPP
67.70%
Winner
RWJ
56.26%
Sharpe Ratio
EPP
0.64
Winner
RWJ
1.34
5Y Beta
Winner
EPP
0.76
RWJ
1.05
P/E Ratio
EPP
N/A
RWJ
173.24
Forward P/E
EPP
N/A
RWJ
12.48
5Y Dividends CAGR
EPP
9.78%
Winner
RWJ
23.39%
5Y EPS CAGR
EPP
N/A
RWJ
7.58%
Debt to Equity
EPP
N/A
RWJ
102.76%
P/S Ratio
EPP
N/A
RWJ
0.38
P/B Ratio
EPP
N/A
RWJ
1.64
EPP vs RWJ - Holdings Comparison
EPP and RWJ have 1 common holdings. Overlap is -0.05%
EPP's top 25 holdings weight is 70.19%. RWJ's top 25 holdings weight is 27.15%.
| Rank | EPP | RWJ |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 9.39% | MOLINA HEALTHCARE INC (MOH) - 3.26% |
| #2 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% | WORLD KINECT CORP (WKC) - 2.50% |
| #3 | DBS GROUP HOLDINGS LTD (n/a) - 4.78% | UNITED NATURAL FOODS INC (UNFI) - 1.82% |
| #4 | AIA GROUP LTD (n/a) - 4.42% | CARMAX INC (KMX) - 1.80% |
| #5 | WESTPAC BANKING CORP (n/a) - 3.89% | LINCOLN NATIONAL CORP (LNC) - 1.32% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% | MANPOWERGROUP INC (MAN) - 1.28% |
| #8 | WESFARMERS LTD (n/a) - 3.20% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% |
| #9 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% |
| #10 | MACQUARIE GROUP LTD (n/a) - 2.90% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% | KOHL'S CORP (KSS) - 0.98% |
| #12 | RIO TINTO LTD (n/a) - 1.96% | LKQ CORP (LKQ) - 0.86% |
| #13 | GOODMAN GROUP (n/a) - 1.91% | AMENTUM HOLDINGS INC (AMTM) - 0.85% |
| #14 | CSL LTD (n/a) - 1.89% | ADIENT PLC (ADNT) - 0.83% |
| #15 | SEA LTD ADR (SE) - 1.78% | n/a (DXC) - 0.82% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.75% | JETBLUE AIRWAYS CORP (JBLU) - 0.73% |
| #17 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% | MOHAWK INDUSTRIES INC (MHK) - 0.73% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.51% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #19 | TRANSURBAN GROUP (n/a) - 1.43% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% |
| #20 | QBE INSURANCE GROUP LTD (n/a) - 1.18% | ANDERSONS INC (ANDE) - 0.65% |
| #21 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% |
| #22 | ARISTOCRAT LEISURE LTD (n/a) - 1.05% | THE CAMPBELL'S CO (CPB) - 0.57% |
| #23 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% | INSIGHT ENTERPRISES INC (NSIT) - 0.55% |
| #24 | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% | ABM INDUSTRIES INC (ABM) - 0.55% |
| #25 | COLES GROUP LTD (n/a) - 0.98% | CELANESE CORP CLASS A (CE) - 0.54% |
| Total Holdings | 108 | 598 |
EPP vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
EPP
+1.91%
Winner
RWJ
+2.08%
3M
EPP
-1.54%
Winner
RWJ
+11.83%
6M
EPP
+8.02%
Winner
RWJ
+15.03%
1Y
EPP
+14.73%
Winner
RWJ
+33.07%
5Y(CAGR)
EPP
+5.53%
Winner
RWJ
+10.52%
10Y(CAGR)
EPP
+7.14%
Winner
RWJ
+13.14%
Max(CAGR)
EPP
+8.96%
Winner
RWJ
+12.48%
EPP vs RWJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | RWJ |
|---|---|---|
| 2026 | +9.01% | +22.25% |
| 2025 | +19.75% | +8.28% |
| 2024 | +6.00% | +11.98% |
| 2023 | +6.11% | +16.69% |
| 2022 | -6.79% | -12.27% |
| 2021 | +3.86% | +54.19% |
| 2020 | +4.97% | +21.02% |
| 2019 | +19.27% | +17.99% |
| 2018 | -11.62% | -18.19% |
| 2017 | +24.09% | +4.20% |
| 2016 | +9.01% | +32.88% |
| 2015 | -8.36% | -7.94% |
| 2014 | -1.03% | +7.70% |
| 2013 | +1.73% | +41.60% |
| 2012 | +22.74% | +16.48% |
| 2011 | -14.42% | -2.72% |
| 2010 | +13.87% | +22.38% |
| 2009 | +62.26% | +44.07% |
| 2008 | -47.31% | -27.28% |
| 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 RWJ Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current EPP drawdown is -1.99%. The current RWJ drawdown is -0.43%.
| Rank | EPP | RWJ |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between EPP and RWJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
EPP vs RWJ dividend yield comparison.
| Year | EPP | RWJ |
|---|---|---|
| 2026 | 1.50% | 0.52% |
| 2025 | 3.77% | 1.11% |
| 2024 | 3.81% | 1.15% |
| 2023 | 4.10% | 1.34% |
| 2022 | 4.37% | 1.02% |
| 2021 | 4.58% | 0.61% |
| 2020 | 2.28% | 0.89% |
| 2019 | 3.89% | 1.22% |
| 2018 | 5.00% | 1.44% |
| 2017 | 4.15% | 1.11% |
| 2016 | 3.96% | 0.61% |
| 2015 | 4.90% | 0.74% |
| 2014 | 4.33% | 0.57% |
| 2013 | 4.08% | 1.27% |
| 2012 | 4.21% | 1.34% |
| 2011 | 4.41% | 0.37% |
| 2010 | 3.30% | 0.39% |
| 2009 | 3.45% | 0.24% |
| 2008 | 2.39% | 0.85% |
| 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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