IYG vs EPP
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceIYG has outperformed EPP, delivering a return of +10.6% compared to +5.8%
IYG vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
EPP
$2B
Expense Ratio
Winner
IYG
0.38%
EPP
0.47%
Max Drawdown
IYG
82.89%
Winner
EPP
67.70%
Sharpe Ratio
IYG
0.36
Winner
EPP
0.65
5Y Beta
IYG
0.90
Winner
EPP
0.76
P/E Ratio
IYG
18.61
EPP
N/A
Forward P/E
IYG
16.67
EPP
N/A
PEG Ratio
IYG
0.79
EPP
N/A
5Y Dividends CAGR
IYG
5.68%
Winner
EPP
9.78%
5Y EPS CAGR
IYG
10.48%
EPP
N/A
Debt to Equity
IYG
78.40%
EPP
N/A
P/S Ratio
IYG
4.28
EPP
N/A
P/B Ratio
IYG
2.41
EPP
N/A
IYG vs EPP - Holdings Comparison
IYG and EPP have 1 common holdings. Overlap is -0.05%
IYG's top 25 holdings weight is 83.97%. EPP's top 25 holdings weight is 70.19%.
| Rank | IYG | EPP |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | VISA INC CLASS A (V) - 8.25% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | MORGAN STANLEY (MS) - 3.81% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | CITIGROUP INC (C) - 3.17% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | BLACKROCK INC (BLK) - 2.07% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | CSL LTD (n/a) - 1.89% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | SEA LTD ADR (SE) - 1.78% |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | U.S. BANCORP (USB) - 1.35% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | BLACKSTONE INC (BX) - 1.29% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | MOODYS CORP (MCO) - 1.04% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 102 | 108 |
IYG vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
IYG
+4.09%
Winner
EPP
+4.55%
3M
Winner
IYG
+9.22%
EPP
+2.21%
6M
IYG
+5.87%
Winner
EPP
+6.29%
1Y
IYG
+8.58%
Winner
EPP
+13.96%
5Y(CAGR)
Winner
IYG
+10.56%
EPP
+5.80%
10Y(CAGR)
Winner
IYG
+14.66%
EPP
+7.22%
Max(CAGR)
IYG
+6.65%
Winner
EPP
+8.99%
IYG vs EPP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | EPP |
|---|---|---|
| 2026 | +2.30% | +9.99% |
| 2025 | +20.13% | +19.75% |
| 2024 | +31.89% | +6.00% |
| 2023 | +15.79% | +6.11% |
| 2022 | -18.13% | -6.79% |
| 2021 | +31.77% | +3.86% |
| 2020 | -0.12% | +4.97% |
| 2019 | +35.87% | +19.27% |
| 2018 | -12.80% | -11.62% |
| 2017 | +23.00% | +24.09% |
| 2016 | +22.73% | +9.01% |
| 2015 | -0.58% | -8.36% |
| 2014 | +11.36% | -1.03% |
| 2013 | +38.64% | +1.73% |
| 2012 | +28.84% | +22.74% |
| 2011 | -22.19% | -14.42% |
| 2010 | +5.43% | +13.87% |
| 2009 | +14.50% | +62.26% |
| 2008 | -51.24% | -47.31% |
| 2007 | -22.14% | +29.17% |
| 2006 | +17.48% | +29.68% |
| 2005 | +4.15% | +14.63% |
| 2004 | +12.79% | +26.18% |
| 2003 | +29.90% | +43.93% |
| 2002 | -11.95% | -6.06% |
| 2001 | -2.76% | +8.45% |
| 2000 | +22.75% | N/A |
IYG vs EPP Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current IYG drawdown is -1.32%. The current EPP drawdown is -1.11%.
| Rank | IYG | EPP |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between IYG and EPP is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2000 - 2026)
IYG vs EPP dividend yield comparison.
| Year | IYG | EPP |
|---|---|---|
| 2026 | 0.52% | 1.49% |
| 2025 | 1.00% | 3.77% |
| 2024 | 1.16% | 3.81% |
| 2023 | 1.77% | 4.10% |
| 2022 | 2.07% | 4.37% |
| 2021 | 1.25% | 4.58% |
| 2020 | 1.71% | 2.28% |
| 2019 | 1.59% | 3.89% |
| 2018 | 1.81% | 5.00% |
| 2017 | 1.24% | 4.15% |
| 2016 | 1.28% | 3.96% |
| 2015 | 1.33% | 4.90% |
| 2014 | 1.14% | 4.33% |
| 2013 | 1.04% | 4.08% |
| 2012 | 1.40% | 4.21% |
| 2011 | 1.19% | 4.41% |
| 2010 | 0.46% | 3.30% |
| 2009 | 1.14% | 3.45% |
| 2008 | 5.34% | 2.39% |
| 2007 | 2.72% | 4.72% |
| 2006 | 1.88% | 4.24% |
| 2005 | 2.05% | 3.75% |
| 2004 | 1.92% | 3.34% |
| 2003 | 1.67% | 2.08% |
| 2002 | 1.87% | 1.74% |
| 2001 | 1.24% | 0.50% |
| 2000 | 1.07% | 0.00% |
Select Stocks to Compare
Popular: IYG vs SPYEPP vs SPY
More Comparisons
Compare with similar stocks