EPP vs USPX
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF).
5-Year PerformanceUSPX has outperformed EPP, delivering a return of +12.4% compared to +6.7%
EPP vs USPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
USPX
$2B
Expense Ratio
EPP
0.47%
Winner
USPX
0.03%
Max Drawdown
EPP
67.70%
Winner
USPX
31.21%
Sharpe Ratio
EPP
0.99
Winner
USPX
1.37
5Y Beta
Winner
EPP
0.76
USPX
0.99
P/E Ratio
EPP
N/A
USPX
26.74
Forward P/E
EPP
N/A
USPX
20.91
PEG Ratio
EPP
N/A
USPX
0.30
5Y Dividends CAGR
Winner
EPP
9.78%
USPX
-3.34%
5Y EPS CAGR
EPP
N/A
USPX
26.53%
Debt to Equity
EPP
N/A
USPX
52.95%
P/S Ratio
EPP
N/A
USPX
3.81
P/B Ratio
EPP
N/A
USPX
5.58
EPP vs USPX - Holdings Comparison
EPP and USPX have 1 common holdings. Overlap is -0.05%
EPP's top 25 holdings weight is 70.19%. USPX's top 25 holdings weight is 51.44%.
| Rank | EPP | USPX |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 9.39% | NVIDIA CORP (NVDA) - 7.74% |
| #2 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% | APPLE INC (AAPL) - 7.44% |
| #3 | DBS GROUP HOLDINGS LTD (n/a) - 4.78% | MICROSOFT CORP (MSFT) - 4.51% |
| #4 | AIA GROUP LTD (n/a) - 4.42% | AMAZON.COM INC (AMZN) - 3.75% |
| #5 | WESTPAC BANKING CORP (n/a) - 3.89% | ALPHABET INC CLASS A (GOOGL) - 3.11% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% | BROADCOM INC (AVGO) - 2.87% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #8 | WESFARMERS LTD (n/a) - 3.20% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% | MICRON TECHNOLOGY INC (MU) - 1.68% |
| #10 | MACQUARIE GROUP LTD (n/a) - 2.90% | TESLA INC (TSLA) - 1.64% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #12 | RIO TINTO LTD (n/a) - 1.96% | ELI LILLY AND CO (LLY) - 1.45% |
| #13 | GOODMAN GROUP (n/a) - 1.91% | ADVANCED MICRO DEVICES INC (AMD) - 1.41% |
| #14 | CSL LTD (n/a) - 1.89% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #15 | SEA LTD ADR (SE) - 1.78% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.75% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% | VISA INC CLASS A (V) - 0.91% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.51% | WALMART INC (WMT) - 0.75% |
| #19 | TRANSURBAN GROUP (n/a) - 1.43% | ABBVIE INC (ABBV) - 0.70% |
| #20 | QBE INSURANCE GROUP LTD (n/a) - 1.18% | INTEL CORP (INTC) - 0.70% |
| #21 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% | CISCO SYSTEMS INC (CSCO) - 0.69% |
| #22 | ARISTOCRAT LEISURE LTD (n/a) - 1.05% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #23 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% | CATERPILLAR INC (CAT) - 0.64% |
| #25 | COLES GROUP LTD (n/a) - 0.98% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 108 | 480 |
EPP vs USPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPP
+8.07%
USPX
+3.33%
3M
EPP
+5.42%
Winner
USPX
+6.05%
6M
EPP
+8.37%
Winner
USPX
+12.50%
1Y
EPP
+19.36%
Winner
USPX
+23.18%
5Y(CAGR)
EPP
+6.67%
Winner
USPX
+12.41%
10Y(CAGR)
EPP
+7.49%
Winner
USPX
+12.56%
Max(CAGR)
EPP
+9.18%
Winner
USPX
+12.78%
EPP vs USPX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | USPX |
|---|---|---|
| 2026 | +15.15% | +13.43% |
| 2025 | +19.75% | +17.86% |
| 2024 | +6.00% | +25.51% |
| 2023 | +6.11% | +27.54% |
| 2022 | -6.79% | -18.84% |
| 2021 | +3.86% | +19.84% |
| 2020 | +4.97% | +9.12% |
| 2019 | +19.27% | +26.44% |
| 2018 | -11.62% | -8.05% |
| 2017 | +24.09% | +23.80% |
| 2016 | +9.01% | +3.92% |
| 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 USPX Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
| Rank | EPP | USPX |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -31.21% Jan 17, 2020 - Sep 2, 2020 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -24.60% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -19.21% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -16.43% Jan 26, 2018 - Jun 20, 2019 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -9.15% Jan 27, 2026 - Apr 15, 2026 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -8.61% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -7.47% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -6.70% Sep 3, 2021 - Dec 15, 2021 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -6.08% Mar 28, 2024 - May 14, 2024 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -5.82% Sep 2, 2020 - Oct 12, 2020 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -5.59% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -5.34% Aug 15, 2016 - Jan 4, 2017 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -5.15% Oct 28, 2025 - Dec 11, 2025 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -4.66% Feb 16, 2021 - Mar 26, 2021 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -4.60% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between EPP and USPX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
EPP vs USPX dividend yield comparison.
| Year | EPP | USPX |
|---|---|---|
| 2026 | 1.42% | 0.50% |
| 2025 | 3.77% | 1.07% |
| 2024 | 3.81% | 1.23% |
| 2023 | 4.10% | 1.35% |
| 2022 | 4.37% | 2.21% |
| 2021 | 4.58% | 2.40% |
| 2020 | 2.28% | 2.51% |
| 2019 | 3.89% | 3.07% |
| 2018 | 5.00% | 2.91% |
| 2017 | 4.15% | 2.60% |
| 2016 | 3.96% | 4.89% |
| 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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