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EPP vs IEFA
iShares MSCI Pacific ex Japan ETF vs iShares Core MSCI EAFE ETF
Key differences
Both EPP and IEFA are equity ETFs. EPP charges 0.47% a year and IEFA 0.07%. The main difference: EPP covers global markets; IEFA covers global markets excluding the US.
- EPP covers global markets; IEFA covers global markets excluding the US.
- IEFA costs 0.40% less per year.
- IEFA is much larger than EPP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IEFA has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPP | IEFA | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.07% |
| Fund size (AUM) | $2.1B | $186.6B |
| Since | 2001 | 2012 |
| Dividend yield | 3.43% | 3.24% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.0% | +19.1% |
| CAGR 3Y | +13.1% | +17.1% |
| CAGR 5Y | +4.0% | +7.9% |
| Sharpe 3Y | 0.60 | 0.88 |
| Volatility 1Y | 14.91% | 15.18% |
| Max drawdown | -39.30% | -34.79% |
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