USA vs EPP
Comparison between Liberty All-Star Equity Fund (USA, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceEPP has outperformed USA, delivering a return of +5.8% compared to +1.9%
USA vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USA vs EPP - Historical Returns
Returns include dividend reinvestment.
USA vs EPP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USA | EPP |
|---|---|---|
| 2026 | -1.51% | +9.99% |
| 2025 | -0.65% | +19.75% |
| 2024 | +22.04% | +6.00% |
| 2023 | +21.13% | +6.11% |
| 2022 | -25.15% | -6.79% |
| 2021 | +37.60% | +3.86% |
| 2020 | +11.48% | +4.97% |
| 2019 | +39.77% | +19.27% |
| 2018 | -4.91% | -11.62% |
| 2017 | +32.32% | +24.09% |
| 2016 | +8.93% | +9.01% |
| 2015 | -2.04% | -8.36% |
| 2014 | +9.24% | -1.03% |
| 2013 | +28.69% | +1.73% |
| 2012 | +18.32% | +22.74% |
| 2011 | -8.62% | -14.42% |
| 2010 | +19.75% | +13.87% |
| 2009 | +30.27% | +62.26% |
| 2008 | -43.42% | -47.31% |
| 2007 | -5.19% | +29.17% |
| 2006 | +10.28% | +29.68% |
| 2005 | -5.71% | +14.63% |
| 2004 | +10.37% | +26.18% |
| 2003 | +50.09% | +43.93% |
| 2002 | -35.15% | -6.06% |
| 2001 | -2.94% | +8.45% |
| 2000 | +17.03% | N/A |
| 1999 | -7.83% | N/A |
USA vs EPP Drawdown Comparison
The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current USA drawdown is -6.82%. The current EPP drawdown is -1.11%.
| Rank | USA | EPP |
|---|---|---|
| #1 | -69.18% Jul 13, 2007 - Jul 30, 2013 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -50.47% May 21, 2001 - Mar 5, 2004 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -47.07% Feb 12, 2020 - Nov 17, 2020 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -33.98% Oct 11, 2021 - Jul 12, 2024 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -25.78% Sep 27, 2018 - Jun 18, 2019 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -21.83% May 14, 2015 - Dec 7, 2016 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -20.11% Nov 5, 1999 - Jun 16, 2000 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -18.49% Apr 5, 2004 - Feb 14, 2005 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -17.97% Aug 2, 2005 - Dec 20, 2006 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -17.69% Jan 28, 2025 - Apr 7, 2025 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -10.82% Jan 31, 2001 - May 1, 2001 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -10.47% Aug 27, 2014 - Nov 18, 2014 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -10.41% Apr 21, 2021 - Jun 1, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -10.03% Jan 26, 2018 - Jun 6, 2018 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -9.02% Feb 16, 2005 - Jul 26, 2005 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between USA and EPP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
USA vs EPP dividend yield comparison.
| Year | USA | EPP |
|---|---|---|
| 2026 | 8.79% | 1.49% |
| 2025 | 10.67% | 3.77% |
| 2024 | 10.22% | 3.81% |
| 2023 | 9.56% | 4.10% |
| 2022 | 12.11% | 4.37% |
| 2021 | 9.67% | 4.58% |
| 2020 | 9.13% | 2.28% |
| 2019 | 9.75% | 3.89% |
| 2018 | 12.64% | 5.00% |
| 2017 | 8.89% | 4.15% |
| 2016 | 9.30% | 3.96% |
| 2015 | 9.53% | 4.90% |
| 2014 | 6.52% | 4.33% |
| 2013 | 5.86% | 4.08% |
| 2012 | 6.71% | 4.21% |
| 2011 | 8.06% | 4.41% |
| 2010 | 6.29% | 3.30% |
| 2009 | 7.16% | 3.45% |
| 2008 | 18.57% | 2.39% |
| 2007 | 12.77% | 4.72% |
| 2006 | 10.62% | 4.24% |
| 2005 | 9.54% | 3.75% |
| 2004 | 9.31% | 3.34% |
| 2003 | 8.25% | 2.08% |
| 2002 | 13.25% | 1.74% |
| 2001 | 10.82% | 0.50% |
| 2000 | 5.90% | 0.00% |
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