EPP vs TAGG

Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceEPP has outperformed TAGG, delivering a return of +7.2% compared to +0.2%

EPP vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPP(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.47%	0.08%
Max Drawdown	67.70%	21.31%
Sharpe Ratio	0.92	-0.34
5Y Beta	0.75	0.03
5Y Dividends CAGR	9.78%	N/A

Net Assets

EPP

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

EPP

0.47%

Winner

TAGG

0.08%

Max Drawdown

EPP

67.70%

Winner

TAGG

21.31%

Sharpe Ratio

Winner

EPP

0.92

TAGG

-0.34

5Y Beta

EPP

0.75

Winner

TAGG

0.03

5Y Dividends CAGR

EPP

9.78%

TAGG

N/A

EPP vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	EPP	TAGG
1 month	+5.31%	-0.04%
3 months	+6.48%	+0.25%
6 months	+4.41%	-1.50%
1 year	+17.80%	+2.72%
5 years(CAGR)	+7.23%	+0.16%
10 years(CAGR)	+7.58%	N/A
Max(CAGR)	+9.17%	+0.16%

Winner

EPP

+5.31%

TAGG

-0.04%

Winner

EPP

+6.48%

TAGG

+0.25%

Winner

EPP

+4.41%

TAGG

-1.50%

Winner

EPP

+17.80%

TAGG

+2.72%

5Y(CAGR)

Winner

EPP

+7.23%

TAGG

+0.16%

10Y(CAGR)

EPP

+7.58%

TAGG

N/A

Max(CAGR)

Winner

EPP

+9.17%

TAGG

+0.16%

EPP vs TAGG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EPP	TAGG
2026	+15.28%	-0.18%
2025	+19.75%	+7.35%
2024	+6.00%	+2.10%
2023	+6.11%	+5.30%
2022	-6.79%	-12.04%
2021	+3.86%	+0.01%
2020	+4.97%	N/A
2019	+19.27%	N/A
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 TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current TAGG drawdown is -2.36%.

Rank	EPP	TAGG
#1	-66.01% Oct 31, 2007 - Jan 10, 2013	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-39.30% Jan 16, 2020 - Dec 10, 2020	-3.19% Feb 27, 2026 - May 19, 2026
#3	-30.42% Sep 3, 2014 - Jul 14, 2017	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-26.24% Jun 4, 2021 - Sep 19, 2024	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-19.29% Oct 2, 2024 - May 27, 2025	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-18.74% May 22, 2002 - Jun 11, 2003	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-17.80% Jan 26, 2018 - Jun 27, 2019	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-17.59% Jul 23, 2007 - Sep 19, 2007	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-17.21% Apr 30, 2013 - Oct 22, 2013	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-16.92% Feb 17, 2004 - Sep 30, 2004	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-15.01% May 9, 2006 - Oct 25, 2006	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-12.96% Oct 22, 2013 - Apr 9, 2014	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-10.37% Jul 3, 2019 - Jan 13, 2020	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-10.31% Feb 26, 2007 - Mar 26, 2007	N/A
#15	-8.79% Feb 25, 2026 - May 6, 2026	N/A

Correlation

Correlation between EPP and TAGG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2001 - 2026)

EPP vs TAGG dividend yield comparison.

Year	EPP	TAGG
2026	1.42%	2.60%
2025	3.77%	4.36%
2024	3.81%	4.36%
2023	4.10%	3.48%
2022	4.37%	3.67%
2021	4.58%	0.33%
2020	2.28%	0.00%
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%