USPX vs EPP
Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceUSPX has outperformed EPP, delivering a return of +12.3% compared to +6.5%
USPX vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USPX
$2B
EPP
$2B
Expense Ratio
Winner
USPX
0.03%
EPP
0.47%
Max Drawdown
Winner
USPX
31.21%
EPP
67.70%
Sharpe Ratio
Winner
USPX
1.38
EPP
0.96
5Y Beta
USPX
0.99
Winner
EPP
0.75
P/E Ratio
USPX
26.74
EPP
N/A
Forward P/E
USPX
20.91
EPP
N/A
PEG Ratio
USPX
0.30
EPP
N/A
5Y Dividends CAGR
USPX
-3.34%
Winner
EPP
9.78%
5Y EPS CAGR
USPX
26.53%
EPP
N/A
Debt to Equity
USPX
52.95%
EPP
N/A
P/S Ratio
USPX
3.81
EPP
N/A
P/B Ratio
USPX
5.58
EPP
N/A
USPX vs EPP - Holdings Comparison
USPX and EPP have 1 common holdings. Overlap is -0.05%
USPX's top 25 holdings weight is 51.44%. EPP's top 25 holdings weight is 70.19%.
| Rank | USPX | EPP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.74% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | APPLE INC (AAPL) - 7.44% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | MICROSOFT CORP (MSFT) - 4.51% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | AMAZON.COM INC (AMZN) - 3.75% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.11% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | BROADCOM INC (AVGO) - 2.87% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.50% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.68% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | TESLA INC (TSLA) - 1.64% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.46% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | ELI LILLY AND CO (LLY) - 1.45% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | CSL LTD (n/a) - 1.89% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% | SEA LTD ADR (SE) - 1.78% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.96% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | VISA INC CLASS A (V) - 0.91% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | WALMART INC (WMT) - 0.75% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | ABBVIE INC (ABBV) - 0.70% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | INTEL CORP (INTC) - 0.70% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.69% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.68% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.67% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | CATERPILLAR INC (CAT) - 0.64% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.64% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 480 | 108 |
USPX vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
USPX
+2.40%
Winner
EPP
+6.55%
3M
Winner
USPX
+5.03%
EPP
+2.46%
6M
Winner
USPX
+11.80%
EPP
+7.25%
1Y
Winner
USPX
+22.22%
EPP
+18.31%
5Y(CAGR)
Winner
USPX
+12.28%
EPP
+6.46%
10Y(CAGR)
Winner
USPX
+12.48%
EPP
+7.44%
Max(CAGR)
Winner
USPX
+12.72%
EPP
+9.13%
USPX vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | USPX | EPP |
|---|---|---|
| 2026 | +12.73% | +13.95% |
| 2025 | +17.86% | +19.75% |
| 2024 | +25.51% | +6.00% |
| 2023 | +27.54% | +6.11% |
| 2022 | -18.84% | -6.79% |
| 2021 | +19.84% | +3.86% |
| 2020 | +9.12% | +4.97% |
| 2019 | +26.44% | +19.27% |
| 2018 | -8.05% | -11.62% |
| 2017 | +23.80% | +24.09% |
| 2016 | +3.92% | +9.01% |
| 2015 | N/A | -8.36% |
| 2014 | N/A | -1.03% |
| 2013 | N/A | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -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% |
USPX vs EPP Drawdown Comparison
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current USPX drawdown is -0.34%. The current EPP drawdown is -0.36%.
| Rank | USPX | EPP |
|---|---|---|
| #1 | -31.21% Jan 17, 2020 - Sep 2, 2020 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -24.60% Dec 29, 2021 - Dec 12, 2023 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -19.21% Feb 19, 2025 - Jun 26, 2025 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -16.43% Jan 26, 2018 - Jun 20, 2019 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -9.15% Jan 27, 2026 - Apr 15, 2026 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -7.47% Oct 12, 2020 - Nov 9, 2020 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -6.70% Sep 3, 2021 - Dec 15, 2021 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -6.08% Mar 28, 2024 - May 14, 2024 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -5.82% Sep 2, 2020 - Oct 12, 2020 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -5.59% Jul 24, 2019 - Sep 12, 2019 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -5.34% Aug 15, 2016 - Jan 4, 2017 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -5.15% Oct 28, 2025 - Dec 11, 2025 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -4.66% Feb 16, 2021 - Mar 26, 2021 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -4.60% Dec 6, 2024 - Jan 23, 2025 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between USPX 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)
USPX vs EPP dividend yield comparison.
| Year | USPX | EPP |
|---|---|---|
| 2026 | 0.50% | 1.44% |
| 2025 | 1.07% | 3.77% |
| 2024 | 1.23% | 3.81% |
| 2023 | 1.35% | 4.10% |
| 2022 | 2.21% | 4.37% |
| 2021 | 2.40% | 4.58% |
| 2020 | 2.51% | 2.28% |
| 2019 | 3.07% | 3.89% |
| 2018 | 2.91% | 5.00% |
| 2017 | 2.60% | 4.15% |
| 2016 | 4.89% | 3.96% |
| 2015 | 0.00% | 4.90% |
| 2014 | 0.00% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 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% |
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