IYT vs EPP
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceIYT has outperformed EPP, delivering a return of +8.0% compared to +7.2%
IYT vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2.20B
EPP
$2.20B
Expense Ratio
Winner
IYT
0.38%
EPP
0.47%
Max Drawdown
Winner
IYT
60.74%
EPP
67.70%
Sharpe Ratio
Winner
IYT
1.01
EPP
0.92
5Y Beta
IYT
1.01
Winner
EPP
0.75
P/E Ratio
IYT
25.39
EPP
N/A
Forward P/E
IYT
20.73
EPP
N/A
PEG Ratio
IYT
0.48
EPP
N/A
5Y Dividends CAGR
Winner
IYT
10.92%
EPP
9.78%
5Y EPS CAGR
IYT
1.89%
EPP
N/A
Debt to Equity
IYT
18.53%
EPP
N/A
P/S Ratio
IYT
1.45
EPP
N/A
P/B Ratio
IYT
4.41
EPP
N/A
IYT vs EPP - Holdings Comparison
IYT and EPP have 1 common holdings. Overlap is -0.05%
IYT's top 25 holdings weight is 94.90%. EPP's top 25 holdings weight is 70.19%.
| Rank | IYT | EPP |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.72% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 14.00% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | CSX CORP (CSX) - 8.91% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 6.03% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.68% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | DELTA AIR LINES INC (DAL) - 4.68% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | NORFOLK SOUTHERN CORP (NSC) - 4.54% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.21% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | FEDEX CORP (FDX) - 4.18% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | XPO INC (XPO) - 3.09% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | SOUTHWEST AIRLINES CO (LUV) - 2.91% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.86% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.68% | CSL LTD (n/a) - 1.89% |
| #15 | FEDEX FREIGHT HOLDING CO INC (FDXF) - 2.00% | SEA LTD ADR (SE) - 1.78% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.53% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | SAIA INC (SAIA) - 1.42% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | RYDER SYSTEM INC (R) - 1.30% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | AMERICAN AIRLINES GROUP INC (AAL) - 1.24% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | KIRBY CORP (KEX) - 0.97% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.89% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | MATSON INC (MATX) - 0.81% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.76% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | GXO LOGISTICS INC (GXO) - 0.76% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | LYFT INC CLASS A (LYFT) - 0.71% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 46 | 108 |
IYT vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
IYT
-1.72%
Winner
EPP
+5.31%
3M
Winner
IYT
+7.15%
EPP
+6.48%
6M
Winner
IYT
+6.18%
EPP
+4.41%
1Y
Winner
IYT
+24.96%
EPP
+17.80%
5Y(CAGR)
Winner
IYT
+7.97%
EPP
+7.23%
10Y(CAGR)
Winner
IYT
+10.66%
EPP
+7.58%
Max(CAGR)
Winner
IYT
+10.01%
EPP
+9.17%
IYT vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IYT | EPP |
|---|---|---|
| 2026 | +16.16% | +15.28% |
| 2025 | +11.31% | +19.75% |
| 2024 | +5.73% | +6.00% |
| 2023 | +24.39% | +6.11% |
| 2022 | -21.53% | -6.79% |
| 2021 | +29.04% | +3.86% |
| 2020 | +13.28% | +4.97% |
| 2019 | +19.79% | +19.27% |
| 2018 | -14.39% | -11.62% |
| 2017 | +19.19% | +24.09% |
| 2016 | +24.73% | +9.01% |
| 2015 | -16.53% | -8.36% |
| 2014 | +27.11% | -1.03% |
| 2013 | +37.81% | +1.73% |
| 2012 | +5.62% | +22.74% |
| 2011 | -2.74% | -14.42% |
| 2010 | +25.96% | +13.87% |
| 2009 | +15.30% | +62.26% |
| 2008 | -19.47% | -47.31% |
| 2007 | -1.63% | +29.17% |
| 2006 | +8.95% | +29.68% |
| 2005 | +12.25% | +14.63% |
| 2004 | +26.77% | +26.18% |
| 2003 | +6.74% | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
IYT vs EPP Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current IYT drawdown is -3.31%.
| Rank | IYT | EPP |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between IYT 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)
IYT vs EPP dividend yield comparison.
| Year | IYT | EPP |
|---|---|---|
| 2026 | 0.48% | 1.42% |
| 2025 | 1.00% | 3.77% |
| 2024 | 1.08% | 3.81% |
| 2023 | 1.26% | 4.10% |
| 2022 | 1.40% | 4.37% |
| 2021 | 0.77% | 4.58% |
| 2020 | 0.93% | 2.28% |
| 2019 | 1.29% | 3.89% |
| 2018 | 1.35% | 5.00% |
| 2017 | 0.92% | 4.15% |
| 2016 | 0.96% | 3.96% |
| 2015 | 1.28% | 4.90% |
| 2014 | 0.70% | 4.33% |
| 2013 | 0.86% | 4.08% |
| 2012 | 1.11% | 4.21% |
| 2011 | 1.52% | 4.41% |
| 2010 | 1.16% | 3.30% |
| 2009 | 1.53% | 3.45% |
| 2008 | 1.32% | 2.39% |
| 2007 | 1.12% | 4.72% |
| 2006 | 0.50% | 4.24% |
| 2005 | 0.58% | 3.75% |
| 2004 | 0.42% | 3.34% |
| 2003 | 0.70% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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