Screener
IEFA vs EPP
iShares Core MSCI EAFE ETF vs iShares MSCI Pacific ex Japan ETF
Key differences
Both IEFA and EPP are equity ETFs. IEFA charges 0.07% a year and EPP 0.47%. The main difference: IEFA covers global markets excluding the US; EPP covers global markets.
- IEFA covers global markets excluding the US; EPP covers global markets.
- 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
| IEFA | EPP | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.47% |
| Fund size (AUM) | $186.6B | $2.1B |
| Since | 2012 | 2001 |
| Dividend yield | 3.24% | 3.43% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.1% | +12.0% |
| CAGR 3Y | +17.1% | +13.1% |
| CAGR 5Y | +7.9% | +4.0% |
| Sharpe 3Y | 0.88 | 0.60 |
| Volatility 1Y | 15.18% | 14.91% |
| Max drawdown | -34.79% | -39.30% |
Similar to IEFA and EPP
Explore further