EPP vs USTB

Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceEPP has outperformed USTB, delivering a return of +5.2% compared to +3.5%

EPP vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPP(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.47%	0.34%
Max Drawdown	67.70%	7.56%
Sharpe Ratio	1.35	0.98
5Y Beta	0.76	0.01
5Y Dividends CAGR	7.01%	15.32%

Net Assets

EPP

$2B

USTB

$2B

Expense Ratio

EPP

0.47%

Winner

USTB

0.34%

Max Drawdown

EPP

67.70%

Winner

USTB

7.56%

Sharpe Ratio

Winner

EPP

1.35

USTB

0.98

5Y Beta

EPP

0.76

Winner

USTB

0.01

5Y Dividends CAGR

EPP

7.01%

Winner

USTB

15.32%

EPP vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	EPP	USTB
1 month	+0.27%	+0.50%
3 months	+1.62%	+0.54%
6 months	+11.46%	+1.81%
1 year	+25.25%	+5.06%
5 years(CAGR)	+5.16%	+3.50%
10 years(CAGR)	+7.96%	+3.47%
Max(CAGR)	+9.05%	+3.47%

EPP

+0.27%

Winner

USTB

+0.50%

Winner

EPP

+1.62%

USTB

+0.54%

Winner

EPP

+11.46%

USTB

+1.81%

Winner

EPP

+25.25%

USTB

+5.06%

5Y(CAGR)

Winner

EPP

+5.16%

USTB

+3.50%

10Y(CAGR)

Winner

EPP

+7.96%

USTB

+3.47%

Max(CAGR)

Winner

EPP

+9.05%

USTB

+3.47%

EPP vs USTB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EPP	USTB
2026	+9.42%	+1.07%
2025	+19.75%	+6.13%
2024	+6.00%	+6.81%
2023	+6.11%	+6.57%
2022	-6.79%	-2.72%
2021	+3.86%	+0.89%
2020	+4.97%	+5.00%
2019	+19.27%	+4.99%
2018	-11.62%	+1.12%
2017	+24.09%	+0.35%
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 USTB Drawdown Comparison

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

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current EPP drawdown is -1.62%.

Rank	EPP	USTB
#1	-66.01% Oct 31, 2007 - Jan 10, 2013	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-39.30% Jan 16, 2020 - Dec 10, 2020	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-30.42% Sep 3, 2014 - Jul 14, 2017	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-26.24% Jun 4, 2021 - Sep 19, 2024	-0.84% Feb 27, 2026 - May 1, 2026
#5	-19.29% Oct 2, 2024 - May 27, 2025	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-18.74% May 22, 2002 - Jun 11, 2003	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-17.80% Jan 26, 2018 - Jun 27, 2019	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-17.59% Jul 23, 2007 - Sep 19, 2007	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-17.21% Apr 30, 2013 - Oct 22, 2013	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-16.92% Feb 17, 2004 - Sep 30, 2004	-0.48% Apr 4, 2024 - May 2, 2024
#11	-15.01% May 9, 2006 - Oct 25, 2006	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-12.96% Oct 22, 2013 - Apr 9, 2014	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-10.37% Jul 3, 2019 - Jan 13, 2020	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-10.31% Feb 26, 2007 - Mar 26, 2007	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-8.79% Feb 25, 2026 - May 6, 2026	-0.38% Aug 2, 2024 - Aug 21, 2024

Correlation

Correlation between EPP and USTB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2001 - 2026)

EPP vs USTB dividend yield comparison.

Year	EPP	USTB
2026	0.00%	1.56%
2025	3.77%	4.63%
2024	3.81%	5.05%
2023	4.10%	4.49%
2022	4.37%	2.54%
2021	4.58%	1.84%
2020	2.28%	2.59%
2019	3.89%	2.69%
2018	5.00%	2.32%
2017	4.15%	0.43%
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%