EPP vs SPUS
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed EPP, delivering a return of +16.3% compared to +5.2%
EPP vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
SPUS
$2B
Expense Ratio
EPP
0.47%
Winner
SPUS
0.45%
Max Drawdown
EPP
67.70%
Winner
SPUS
30.80%
Sharpe Ratio
EPP
1.35
Winner
SPUS
2.32
5Y Beta
Winner
EPP
0.76
SPUS
1.12
P/E Ratio
EPP
N/A
SPUS
33.83
Forward P/E
EPP
N/A
SPUS
23.97
PEG Ratio
EPP
N/A
SPUS
0.43
5Y Dividends CAGR
Winner
EPP
7.01%
SPUS
2.91%
5Y EPS CAGR
EPP
N/A
SPUS
32.51%
Debt to Equity
EPP
N/A
SPUS
20.81%
P/S Ratio
EPP
N/A
SPUS
5.13
P/B Ratio
EPP
N/A
SPUS
8.86
EPP vs SPUS - Holdings Comparison
EPP and SPUS have 1 common holdings. Overlap is -0.76%
EPP's top 25 holdings weight is 69.51%. SPUS's top 25 holdings weight is 69.25%.
| Rank | EPP | SPUS |
|---|---|---|
| #1 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 9.37% | NVIDIA CORP (NVDA) - 14.17% |
| #2 | BHP GROUP LTD (n/a) - 8.79% | APPLE INC (AAPL) - 11.57% |
| #3 | AIA GROUP LTD (n/a) - 4.88% | MICROSOFT CORP (MSFT) - 8.96% |
| #4 | WESTPAC BANKING CORP (n/a) - 4.26% | ALPHABET INC CLASS A (GOOGL) - 5.67% |
| #5 | DBS GROUP HOLDINGS LTD (n/a) - 4.10% | BROADCOM INC (AVGO) - 5.47% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.91% | TESLA INC (TSLA) - 3.19% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.55% | ELI LILLY AND CO (LLY) - 2.10% |
| #8 | MACQUARIE GROUP LTD (n/a) - 2.72% | EXXON MOBIL CORP (XOM) - 1.78% |
| #9 | WESFARMERS LTD (n/a) - 2.66% | JOHNSON & JOHNSON (JNJ) - 1.60% |
| #10 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.61% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #12 | CSL LTD (n/a) - 2.07% | ABBVIE INC (ABBV) - 1.04% |
| #13 | RIO TINTO LTD (n/a) - 1.99% | THE HOME DEPOT INC (HD) - 1.01% |
| #14 | GOODMAN GROUP (n/a) - 1.88% | CISCO SYSTEMS INC (CSCO) - 1.00% |
| #15 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.87% | PROCTER & GAMBLE CO (PG) - 0.97% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.59% | LAM RESEARCH CORP (LRCX) - 0.95% |
| #17 | SEA LTD ADR (SE) - 1.54% | OTHER ASSETS AND LIABILITIES (n/a) - 0.92% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.41% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #19 | TRANSURBAN GROUP (n/a) - 1.32% | ORACLE CORP (ORCL) - 0.88% |
| #20 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.23% | MERCK & CO INC (MRK) - 0.84% |
| #21 | FORTESCUE LTD (n/a) - 1.12% | GE VERNOVA INC (GEV) - 0.78% |
| #22 | SUN HUNG KAI PROPERTIES LTD (n/a) - 1.09% | KLA CORP (KLAC) - 0.70% |
| #23 | QBE INSURANCE GROUP LTD (n/a) - 1.05% | LINDE PLC (LIN) - 0.69% |
| #24 | NORTHERN STAR RESOURCES LTD (n/a) - 1.00% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.68% |
| #25 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.96% | PEPSICO INC (PEP) - 0.63% |
| Total Holdings | 108 | 221 |
EPP vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
EPP
+0.27%
Winner
SPUS
+12.46%
3M
EPP
+1.62%
Winner
SPUS
+8.65%
6M
EPP
+11.46%
Winner
SPUS
+12.38%
1Y
EPP
+25.25%
Winner
SPUS
+43.41%
5Y(CAGR)
EPP
+5.16%
Winner
SPUS
+16.29%
10Y(CAGR)
EPP
+7.96%
SPUS
N/A
Max(CAGR)
EPP
+9.05%
Winner
SPUS
+18.68%
EPP vs SPUS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | SPUS |
|---|---|---|
| 2026 | +9.42% | +10.04% |
| 2025 | +19.75% | +19.94% |
| 2024 | +6.00% | +27.91% |
| 2023 | +6.11% | +35.56% |
| 2022 | -6.79% | -23.12% |
| 2021 | +3.86% | +37.94% |
| 2020 | +4.97% | +23.99% |
| 2019 | +19.27% | +0.81% |
| 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 SPUS Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current EPP drawdown is -1.62%.
| Rank | EPP | SPUS |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -3.50% Dec 15, 2021 - Dec 27, 2021 |
Correlation
Correlation between EPP and SPUS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2001 - 2026)
EPP vs SPUS dividend yield comparison.
| Year | EPP | SPUS |
|---|---|---|
| 2026 | 0.00% | 0.18% |
| 2025 | 3.77% | 0.60% |
| 2024 | 3.81% | 0.70% |
| 2023 | 4.10% | 0.87% |
| 2022 | 4.37% | 1.21% |
| 2021 | 4.58% | 1.15% |
| 2020 | 2.28% | 1.04% |
| 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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