IWL vs EPP
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceIWL has outperformed EPP, delivering a return of +13.3% compared to +7.1%
IWL vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.20B
EPP
$2.20B
Expense Ratio
Winner
IWL
0.15%
EPP
0.47%
Max Drawdown
Winner
IWL
32.71%
EPP
67.70%
Sharpe Ratio
Winner
IWL
1.14
EPP
0.84
5Y Beta
IWL
0.99
Winner
EPP
0.75
P/E Ratio
IWL
26.79
EPP
N/A
Forward P/E
IWL
21.45
EPP
N/A
PEG Ratio
IWL
0.30
EPP
N/A
5Y Dividends CAGR
IWL
5.56%
Winner
EPP
9.78%
5Y EPS CAGR
IWL
28.18%
EPP
N/A
Debt to Equity
IWL
5.22%
EPP
N/A
P/S Ratio
IWL
4.50
EPP
N/A
P/B Ratio
IWL
6.32
EPP
N/A
IWL vs EPP - Holdings Comparison
IWL and EPP have 1 common holdings. Overlap is -0.02%
IWL's top 25 holdings weight is 59.39%. EPP's top 25 holdings weight is 70.05%.
| Rank | IWL | EPP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.69% | BHP GROUP LTD (n/a) - 9.78% |
| #2 | APPLE INC (AAPL) - 8.52% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.12% |
| #3 | MICROSOFT CORP (MSFT) - 5.31% | DBS GROUP HOLDINGS LTD (n/a) - 5.22% |
| #4 | AMAZON.COM INC (AMZN) - 4.32% | AIA GROUP LTD (n/a) - 4.16% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.64% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.61% |
| #6 | BROADCOM INC (AVGO) - 3.23% | WESTPAC BANKING CORP (n/a) - 3.56% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.96% | ANZ GROUP HOLDINGS LTD (n/a) - 3.43% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.38% |
| #9 | TESLA INC (TSLA) - 1.99% | WESFARMERS LTD (n/a) - 2.89% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.97% | MACQUARIE GROUP LTD (n/a) - 2.81% |
| #11 | ELI LILLY AND CO (LLY) - 1.69% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.57% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.66% | CSL LTD (n/a) - 2.44% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.92% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | RIO TINTO LTD (n/a) - 1.91% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.13% | SEA LTD ADR (SE) - 1.90% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.09% | GOODMAN GROUP (n/a) - 1.75% |
| #17 | VISA INC CLASS A (V) - 1.06% | UNITED OVERSEAS BANK LTD (n/a) - 1.63% |
| #18 | WALMART INC (WMT) - 0.87% | WOOLWORTHS GROUP LTD (n/a) - 1.46% |
| #19 | INTEL CORP (INTC) - 0.83% | TRANSURBAN GROUP (n/a) - 1.31% |
| #20 | ABBVIE INC (ABBV) - 0.81% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.10% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.80% | QBE INSURANCE GROUP LTD (n/a) - 1.03% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.80% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.03% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.78% | ARISTOCRAT LEISURE LTD (n/a) - 1.02% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.74% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.01% |
| #25 | CATERPILLAR INC (CAT) - 0.73% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.01% |
| Total Holdings | 204 | 106 |
IWL vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
IWL
+3.95%
Winner
EPP
+5.67%
3M
IWL
+1.86%
Winner
EPP
+7.83%
6M
Winner
IWL
+11.06%
EPP
+4.55%
1Y
Winner
IWL
+20.10%
EPP
+18.36%
5Y(CAGR)
Winner
IWL
+13.32%
EPP
+7.11%
10Y(CAGR)
Winner
IWL
+16.13%
EPP
+7.61%
Max(CAGR)
Winner
IWL
+14.74%
EPP
+10.94%
IWL vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWL | EPP |
|---|---|---|
| 2026 | +11.56% | +16.22% |
| 2025 | +19.23% | +19.75% |
| 2024 | +27.94% | +6.00% |
| 2023 | +30.35% | +6.11% |
| 2022 | -20.56% | -6.79% |
| 2021 | +29.44% | +3.86% |
| 2020 | +20.82% | +4.97% |
| 2019 | +31.47% | +19.27% |
| 2018 | -3.75% | -11.62% |
| 2017 | +22.10% | +24.09% |
| 2016 | +12.98% | +9.01% |
| 2015 | +2.73% | -8.36% |
| 2014 | +15.28% | -1.03% |
| 2013 | +28.75% | +1.73% |
| 2012 | +15.54% | +22.74% |
| 2011 | +1.51% | -14.42% |
| 2010 | +10.16% | +13.87% |
| 2009 | +6.19% | +62.26% |
| 2008 | N/A | -46.98% |
| 2007 | N/A | +41.21% |
| 2006 | N/A | +40.52% |
| 2005 | N/A | +22.96% |
| 2004 | N/A | +34.46% |
| 2003 | N/A | +49.97% |
| 2002 | N/A | -2.91% |
| 2001 | N/A | +9.54% |
IWL vs EPP Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for EPP was -62.61%, occurring on Nov 20, 2008. Recovery took 759 trading sessions.
The current IWL drawdown is -1.50%.
| Rank | IWL | EPP |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -62.61% Oct 31, 2007 - Nov 4, 2010 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -28.79% Apr 28, 2011 - Dec 18, 2012 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -18.74% May 22, 2002 - May 27, 2003 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
Correlation
Correlation between IWL and EPP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
IWL vs EPP dividend yield comparison.
| Year | IWL | EPP |
|---|---|---|
| 2026 | 0.39% | 1.41% |
| 2025 | 0.90% | 3.77% |
| 2024 | 1.04% | 3.81% |
| 2023 | 1.30% | 4.10% |
| 2022 | 1.54% | 4.37% |
| 2021 | 1.12% | 4.58% |
| 2020 | 1.30% | 2.28% |
| 2019 | 1.96% | 3.89% |
| 2018 | 1.93% | 5.00% |
| 2017 | 1.69% | 4.15% |
| 2016 | 1.96% | 3.96% |
| 2015 | 2.14% | 4.90% |
| 2014 | 1.68% | 4.33% |
| 2013 | 1.82% | 4.08% |
| 2012 | 3.65% | 4.21% |
| 2011 | 1.91% | 4.41% |
| 2010 | 1.64% | 3.30% |
| 2009 | 0.59% | 3.45% |
| 2008 | 0.00% | 3.48% |
| 2007 | 0.00% | 14.17% |
| 2006 | 0.00% | 12.73% |
| 2005 | 0.00% | 11.24% |
| 2004 | 0.00% | 10.02% |
| 2003 | 0.00% | 6.25% |
| 2002 | 0.00% | 5.23% |
| 2001 | 0.00% | 1.50% |
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