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EPP vs CGGR

iShares MSCI Pacific ex Japan ETF vs Capital Group Growth ETF

EPP

iShares MSCI Pacific ex Japan ETF

Annual cost

0.47%

Fund size

$2.1B

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.4B

Key differences

Both EPP and CGGR are equity ETFs. EPP charges 0.47% a year and CGGR 0.39%. The main difference: EPP follows a index tracking strategy; CGGR uses active selection.

  • EPP follows a index tracking strategy; CGGR uses active selection.
  • EPP covers the Asia-Pacific region; CGGR covers global markets.
  • CGGR costs 0.08% less per year.
  • CGGR is much larger than EPP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGGR has delivered higher annualized returns.
  • EPP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPPCGGR
Annual cost (TER)0.47%0.39%
Fund size (AUM)$2.1B$24.4B
Since20012022
Dividend yield3.43%0.09%
Asset classequityequity
Regionasia pacificglobal
Strategyindex trackingactive selection
CAGR 1Y+12.0%+16.7%
CAGR 3Y+13.1%+24.9%
CAGR 5Y+4.0%N/A
Sharpe 3Y0.601.07
Volatility 1Y14.91%16.76%
Max drawdown-39.30%-28.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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