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EPP vs SPY

Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EPP, delivering a return of +13.0% compared to +5.5%

EPP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPP
$2B
Winner
SPY
$781B
Expense Ratio
EPP
0.47%
Winner
SPY
0.09%
Max Drawdown
EPP
67.70%
Winner
SPY
56.47%
Sharpe Ratio
EPP
0.75
Winner
SPY
1.34
5Y Beta
Winner
EPP
0.76
SPY
1.00
P/E Ratio
EPP
N/A
SPY
28.84
Forward P/E
EPP
N/A
SPY
21.59
5Y Dividends CAGR
Winner
EPP
9.78%
SPY
6.00%
5Y EPS CAGR
EPP
N/A
SPY
25.26%
Debt to Equity
EPP
N/A
SPY
31.47%
P/S Ratio
EPP
N/A
SPY
3.85
P/B Ratio
EPP
N/A
SPY
5.70

EPP vs SPY - Holdings Comparison

EPP and SPY have 1 common holdings. Overlap is -0.05%

EPP's top 25 holdings weight is 70.19%. SPY's top 25 holdings weight is 51.08%.

RankEPPSPY
#1
BHP GROUP LTD (n/a) - 9.39%
NVIDIA CORP (NVDA) - 7.50%
#2
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77%
APPLE INC (AAPL) - 6.58%
#3
DBS GROUP HOLDINGS LTD (n/a) - 4.78%
MICROSOFT CORP (MSFT) - 4.29%
#4
AIA GROUP LTD (n/a) - 4.42%
AMAZON.COM INC (AMZN) - 3.61%
#5
WESTPAC BANKING CORP (n/a) - 3.89%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79%
BROADCOM INC (AVGO) - 2.77%
#7
ANZ GROUP HOLDINGS LTD (n/a) - 3.37%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
WESFARMERS LTD (n/a) - 3.20%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
MACQUARIE GROUP LTD (n/a) - 2.90%
TESLA INC (TSLA) - 1.83%
#11
HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
RIO TINTO LTD (n/a) - 1.96%
ELI LILLY AND CO (LLY) - 1.47%
#13
GOODMAN GROUP (n/a) - 1.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
CSL LTD (n/a) - 1.89%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
SEA LTD ADR (SE) - 1.78%
INTEL CORP (INTC) - 1.02%
#16
UNITED OVERSEAS BANK LTD (n/a) - 1.75%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
WOODSIDE ENERGY GROUP LTD (WDS) - 1.66%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
WOOLWORTHS GROUP LTD (n/a) - 1.51%
VISA INC CLASS A (V) - 0.88%
#19
TRANSURBAN GROUP (n/a) - 1.43%
EXXON MOBIL CORP (XOM) - 0.88%
#20
QBE INSURANCE GROUP LTD (n/a) - 1.18%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15%
WALMART INC (WMT) - 0.77%
#22
ARISTOCRAT LEISURE LTD (n/a) - 1.05%
CATERPILLAR INC (CAT) - 0.76%
#23
TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
CK HUTCHISON HOLDINGS LTD (n/a) - 1.00%
ABBVIE INC (ABBV) - 0.69%
#25
COLES GROUP LTD (n/a) - 0.98%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings108502

EPP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPP
+1.91%
SPY
-0.14%
3M
EPP
-1.54%
Winner
SPY
+8.54%
6M
EPP
+8.02%
Winner
SPY
+9.48%
1Y
EPP
+14.73%
Winner
SPY
+21.66%
5Y(CAGR)
EPP
+5.53%
Winner
SPY
+13.03%
10Y(CAGR)
EPP
+7.14%
Winner
SPY
+15.12%
Max(CAGR)
Winner
EPP
+8.96%
SPY
+8.52%

EPP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPPSPY
2026+9.01%+10.64%
2025+19.75%+18.00%
2024+6.00%+25.59%
2023+6.11%+26.72%
2022-6.79%-18.64%
2021+3.86%+30.52%
2020+4.97%+17.28%
2019+19.27%+31.09%
2018-11.62%-5.24%
2017+24.09%+20.78%
2016+9.01%+13.59%
2015-8.36%+1.31%
2014-1.03%+14.56%
2013+1.73%+29.00%
2012+22.74%+14.17%
2011-14.42%+0.85%
2010+13.87%+13.14%
2009+62.26%+22.67%
2008-47.31%-36.25%
2007+29.17%+5.32%
2006+29.68%+13.85%
2005+14.63%+5.32%
2004+26.18%+10.75%
2003+43.93%+24.18%
2002-6.06%-22.42%
2001+8.45%-10.13%
2000N/A-8.84%
1999N/A+8.61%

EPP vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EPP drawdown is -1.99%. The current SPY drawdown is -0.77%.

RankEPPSPY
#1-66.01%
Oct 31, 2007 - Jan 10, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.30%
Jan 16, 2020 - Dec 10, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-30.42%
Sep 3, 2014 - Jul 14, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.24%
Jun 4, 2021 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.29%
Oct 2, 2024 - May 27, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.74%
May 22, 2002 - Jun 11, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.80%
Jan 26, 2018 - Jun 27, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.59%
Jul 23, 2007 - Sep 19, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.21%
Apr 30, 2013 - Oct 22, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.92%
Feb 17, 2004 - Sep 30, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.01%
May 9, 2006 - Oct 25, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.96%
Oct 22, 2013 - Apr 9, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.37%
Jul 3, 2019 - Jan 13, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.31%
Feb 26, 2007 - Mar 26, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.79%
Feb 25, 2026 - May 6, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPP and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

EPP vs SPY dividend yield comparison.

YearEPPSPY
20261.50%0.49%
20253.77%1.07%
20243.81%1.21%
20234.10%1.40%
20224.37%1.65%
20214.58%1.20%
20202.28%1.52%
20193.89%1.75%
20185.00%2.04%
20174.15%1.80%
20163.96%2.03%
20154.90%2.06%
20144.33%1.87%
20134.08%1.81%
20124.21%2.18%
20114.41%2.05%
20103.30%1.80%
20093.45%1.95%
20082.39%3.02%
20074.72%1.85%
20064.24%1.73%
20053.75%1.73%
20043.34%1.82%
20032.08%1.47%
20021.74%1.70%
20010.50%1.25%
20000.00%1.15%
19990.00%0.24%

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