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BBJP vs EPP

JPMorgan BetaBuilders Japan ETF vs iShares MSCI Pacific ex Japan ETF

BBJP

JPMorgan BetaBuilders Japan ETF

Annual cost

0.19%

Fund size

$17.4B

EPP

iShares MSCI Pacific ex Japan ETF

Annual cost

0.47%

Fund size

$2.1B

Key differences

Both BBJP and EPP are equity ETFs. BBJP charges 0.19% a year and EPP 0.47%. The main difference: BBJP covers the Asia-Pacific region; EPP covers global markets.

  • BBJP covers the Asia-Pacific region; EPP covers global markets.
  • BBJP costs 0.28% less per year.
  • BBJP is much larger than EPP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BBJP has delivered higher annualized returns.
  • EPP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BBJPEPP
Annual cost (TER)0.19%0.47%
Fund size (AUM)$17.4B$2.1B
Since20182001
Dividend yield4.67%3.43%
Asset classequityequity
Regionasia pacificglobal
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+12.0%
CAGR 3Y+18.9%+13.1%
CAGR 5Y+8.6%+4.0%
Sharpe 3Y0.830.60
Volatility 1Y19.71%14.91%
Max drawdown-32.66%-39.30%

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