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GMF vs EPP

State Street SPDR S&P Emerging Asia Pacific ETF vs iShares MSCI Pacific ex Japan ETF

GMF

State Street SPDR S&P Emerging Asia Pacific ETF

State Street Investment Management

Annual cost

0.49%

Fund size

$386M

EPP

iShares MSCI Pacific ex Japan ETF

iShares

Annual cost

0.47%

Fund size

$2.1B

Key differences

  • EPP is significantly larger than GMF — larger funds tend to be more liquid and less likely to close.
  • GMF is classified as alternative, while EPP is equity — different risk/return profiles.
  • GMF covers emerging markets markets; EPP covers global.
  • Over the last 3 years, GMF has delivered higher annualized returns.
  • EPP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GMFEPP
Annual cost (TER)0.49%0.47%
Fund size (AUM)$386M$2.1B
Since20072001
Dividend yield1.39%3.43%
Asset classalternativeequity
Regionemerging marketsglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.7%+19.7%
CAGR 3Y+17.9%+12.6%
CAGR 5Y+5.8%+5.1%
Sharpe 3Y0.840.58
Volatility 1Y16.22%14.54%
Max drawdown-40.18%-39.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GMF and EPP