FLDR vs EPP

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).

5-Year PerformanceEPP has outperformed FLDR, delivering a return of +6.7% compared to +3.7%

FLDR vs EPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLDR(ETF)	EPP(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.15%	0.47%
Max Drawdown	12.31%	67.70%
Sharpe Ratio	0.34	0.99
5Y Beta	0.01	0.76
5Y Dividends CAGR	53.16%	9.78%

Net Assets

FLDR

$2B

EPP

$2B

Expense Ratio

Winner

FLDR

0.15%

EPP

0.47%

Max Drawdown

Winner

FLDR

12.31%

EPP

67.70%

Sharpe Ratio

FLDR

0.34

Winner

EPP

0.99

5Y Beta

Winner

FLDR

0.01

EPP

0.76

5Y Dividends CAGR

Winner

FLDR

53.16%

EPP

9.78%

FLDR vs EPP - Historical Returns

Returns include dividend reinvestment.

Period	FLDR	EPP
1 month	+0.26%	+8.07%
3 months	+0.94%	+5.42%
6 months	+1.65%	+8.37%
1 year	+4.11%	+19.36%
5 years(CAGR)	+3.73%	+6.67%
10 years(CAGR)	+3.22%	+7.49%
Max(CAGR)	+3.22%	+9.18%

FLDR

+0.26%

Winner

EPP

+8.07%

FLDR

+0.94%

Winner

EPP

+5.42%

FLDR

+1.65%

Winner

EPP

+8.37%

FLDR

+4.11%

Winner

EPP

+19.36%

5Y(CAGR)

FLDR

+3.73%

Winner

EPP

+6.67%

10Y(CAGR)

FLDR

+3.22%

Winner

EPP

+7.49%

Max(CAGR)

FLDR

+3.22%

Winner

EPP

+9.18%

FLDR vs EPP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	FLDR	EPP
2026	+2.02%	+15.15%
2025	+5.39%	+19.75%
2024	+5.78%	+6.00%
2023	+6.34%	+6.11%
2022	-0.31%	-6.79%
2021	-0.16%	+3.86%
2020	+1.98%	+4.97%
2019	+4.34%	+19.27%
2018	+0.94%	-11.62%
2017	N/A	+24.09%
2016	N/A	+9.01%
2015	N/A	-8.36%
2014	N/A	-1.03%
2013	N/A	+1.73%
2012	N/A	+22.74%
2011	N/A	-14.42%
2010	N/A	+13.87%
2009	N/A	+62.26%
2008	N/A	-47.31%
2007	N/A	+29.17%
2006	N/A	+29.68%
2005	N/A	+14.63%
2004	N/A	+26.18%
2003	N/A	+43.93%
2002	N/A	-6.06%
2001	N/A	+8.45%

FLDR vs EPP Drawdown Comparison

The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

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

The current FLDR drawdown is -0.06%.

Rank	FLDR	EPP
#1	-12.23% Mar 5, 2020 - Jun 12, 2020	-66.01% Oct 31, 2007 - Jan 10, 2013
#2	-2.33% Aug 3, 2021 - Jan 12, 2023	-39.30% Jan 16, 2020 - Dec 10, 2020
#3	-1.06% Oct 23, 2018 - Feb 8, 2019	-30.42% Sep 3, 2014 - Jul 14, 2017
#4	-0.76% Apr 3, 2025 - May 16, 2025	-26.24% Jun 4, 2021 - Sep 19, 2024
#5	-0.68% Mar 13, 2023 - Apr 5, 2023	-19.29% Oct 2, 2024 - May 27, 2025
#6	-0.53% Dec 11, 2020 - Jul 8, 2021	-18.74% May 22, 2002 - Jun 11, 2003
#7	-0.47% Feb 27, 2026 - Apr 8, 2026	-17.80% Jan 26, 2018 - Jun 27, 2019
#8	-0.28% Oct 11, 2023 - Nov 1, 2023	-17.59% Jul 23, 2007 - Sep 19, 2007
#9	-0.28% Sep 4, 2019 - Sep 24, 2019	-17.21% Apr 30, 2013 - Oct 22, 2013
#10	-0.27% Oct 2, 2024 - Oct 30, 2024	-16.92% Feb 17, 2004 - Sep 30, 2004
#11	-0.24% Mar 28, 2024 - Apr 29, 2024	-15.01% May 9, 2006 - Oct 25, 2006
#12	-0.23% Sep 29, 2023 - Oct 11, 2023	-12.96% Oct 22, 2013 - Apr 9, 2014
#13	-0.22% Sep 3, 2020 - Dec 11, 2020	-10.37% Jul 3, 2019 - Jan 13, 2020
#14	-0.22% Sep 11, 2018 - Oct 11, 2018	-10.31% Feb 26, 2007 - Mar 26, 2007
#15	-0.21% Dec 6, 2024 - Jan 2, 2025	-8.79% Feb 25, 2026 - May 6, 2026

Correlation

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

0.88

-101

Dividend Comparison (2001 - 2026)

FLDR vs EPP dividend yield comparison.

Year	FLDR	EPP
2026	2.34%	1.42%
2025	4.66%	3.77%
2024	5.50%	3.81%
2023	5.28%	4.10%
2022	2.09%	4.37%
2021	0.51%	4.58%
2020	1.22%	2.28%
2019	2.69%	3.89%
2018	1.38%	5.00%
2017	0.00%	4.15%
2016	0.00%	3.96%
2015	0.00%	4.90%
2014	0.00%	4.33%
2013	0.00%	4.08%
2012	0.00%	4.21%
2011	0.00%	4.41%
2010	0.00%	3.30%
2009	0.00%	3.45%
2008	0.00%	2.39%
2007	0.00%	4.72%
2006	0.00%	4.24%
2005	0.00%	3.75%
2004	0.00%	3.34%
2003	0.00%	2.08%
2002	0.00%	1.74%
2001	0.00%	0.50%