SPBO vs EPP

Comparison between STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).

5-Year PerformanceEPP has outperformed SPBO, delivering a return of +5.8% compared to -0.1%

SPBO vs EPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBO(ETF)	EPP(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.03%	0.47%
Max Drawdown	26.39%	67.70%
Sharpe Ratio	-0.15	0.65
5Y Beta	0.11	0.76
5Y Dividends CAGR	10.44%	9.78%

Net Assets

SPBO

$2B

EPP

$2B

Expense Ratio

Winner

SPBO

0.03%

EPP

0.47%

Max Drawdown

Winner

SPBO

26.39%

EPP

67.70%

Sharpe Ratio

SPBO

-0.15

Winner

EPP

0.65

5Y Beta

Winner

SPBO

0.11

EPP

0.76

5Y Dividends CAGR

Winner

SPBO

10.44%

EPP

9.78%

SPBO vs EPP - Historical Returns

Returns include dividend reinvestment.

Period	SPBO	EPP
1 month	-1.85%	+4.55%
3 months	-1.25%	+2.21%
6 months	-1.06%	+6.29%
1 year	+3.15%	+13.96%
5 years(CAGR)	-0.09%	+5.80%
10 years(CAGR)	+2.42%	+7.22%
Max(CAGR)	+3.32%	+8.99%

SPBO

-1.85%

Winner

EPP

+4.55%

SPBO

-1.25%

Winner

EPP

+2.21%

SPBO

-1.06%

Winner

EPP

+6.29%

SPBO

+3.15%

Winner

EPP

+13.96%

5Y(CAGR)

SPBO

-0.09%

Winner

EPP

+5.80%

10Y(CAGR)

SPBO

+2.42%

Winner

EPP

+7.22%

Max(CAGR)

SPBO

+3.32%

Winner

EPP

+8.99%

SPBO vs EPP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SPBO	EPP
2026	-0.52%	+9.99%
2025	+7.86%	+19.75%
2024	+3.11%	+6.00%
2023	+8.19%	+6.11%
2022	-14.96%	-6.79%
2021	-1.18%	+3.86%
2020	+9.91%	+4.97%
2019	+14.16%	+19.27%
2018	-1.58%	-11.62%
2017	+4.77%	+24.09%
2016	+4.43%	+9.01%
2015	-1.60%	-8.36%
2014	+8.40%	-1.03%
2013	-2.29%	+1.73%
2012	+7.92%	+22.74%
2011	+5.89%	-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%

SPBO vs EPP Drawdown Comparison

The maximum drawdown for SPBO was -22.23%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

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

The current SPBO drawdown is -2.13%. The current EPP drawdown is -1.11%.

Rank	SPBO	EPP
#1	-22.23% Sep 22, 2021 - Oct 24, 2025	-66.01% Oct 31, 2007 - Jan 10, 2013
#2	-20.04% Mar 6, 2020 - Jun 15, 2020	-39.30% Jan 16, 2020 - Dec 10, 2020
#3	-9.01% May 1, 2013 - May 2, 2014	-30.42% Sep 3, 2014 - Jul 14, 2017
#4	-5.59% Dec 31, 2020 - Jul 19, 2021	-26.24% Jun 4, 2021 - Sep 19, 2024
#5	-5.09% Apr 24, 2015 - May 4, 2016	-19.29% Oct 2, 2024 - May 27, 2025
#6	-4.45% Aug 23, 2016 - May 19, 2017	-18.74% May 22, 2002 - Jun 11, 2003
#7	-4.17% Sep 8, 2017 - Jan 31, 2019	-17.80% Jan 26, 2018 - Jun 27, 2019
#8	-3.44% Nov 1, 2011 - Jan 31, 2012	-17.59% Jul 23, 2007 - Sep 19, 2007
#9	-3.13% Oct 21, 2014 - Jan 6, 2015	-17.21% Apr 30, 2013 - Oct 22, 2013
#10	-2.86% Feb 26, 2026 - Mar 27, 2026	-16.92% Feb 17, 2004 - Sep 30, 2004
#11	-2.76% Jan 30, 2015 - Apr 24, 2015	-15.01% May 9, 2006 - Oct 25, 2006
#12	-2.75% Aug 6, 2020 - Nov 23, 2020	-12.96% Oct 22, 2013 - Apr 9, 2014
#13	-2.62% Aug 28, 2014 - Oct 15, 2014	-10.37% Jul 3, 2019 - Jan 13, 2020
#14	-2.50% Aug 28, 2019 - Nov 26, 2019	-10.31% Feb 26, 2007 - Mar 26, 2007
#15	-2.18% Feb 1, 2012 - Apr 20, 2012	-8.79% Feb 25, 2026 - May 6, 2026

Correlation

Correlation between SPBO and EPP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2001 - 2026)

SPBO vs EPP dividend yield comparison.

Year	SPBO	EPP
2026	2.59%	1.49%
2025	5.09%	3.77%
2024	5.28%	3.81%
2023	4.73%	4.10%
2022	3.54%	4.37%
2021	2.42%	4.58%
2020	2.75%	2.28%
2019	3.46%	3.89%
2018	3.60%	5.00%
2017	3.15%	4.15%
2016	3.35%	3.96%
2015	3.07%	4.90%
2014	3.21%	4.33%
2013	3.76%	4.08%
2012	3.70%	4.21%
2011	2.53%	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%