Skip to content
Beacon
Screener

MINV vs EPP

Matthews Asia Innovators Active ETF vs iShares MSCI Pacific ex Japan ETF

MINV

Matthews Asia Innovators Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$143M

EPP

iShares MSCI Pacific ex Japan ETF

iShares

Annual cost

0.47%

Fund size

$2.1B

Key differences

  • EPP costs 0.32% less per year.
  • EPP is significantly larger than MINV — larger funds tend to be more liquid and less likely to close.
  • MINV covers asia pacific markets; EPP covers global.
  • MINV follows a active selection strategy; EPP uses index tracking.
  • Over the last 3 years, MINV has delivered higher annualized returns.
  • EPP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MINVEPP
Annual cost (TER)0.79%0.47%
Fund size (AUM)$143M$2.1B
Since20222001
Dividend yield1.14%3.43%
Asset classequityequity
Regionasia pacificglobal
Strategyactive selectionindex tracking
CAGR 1Y+81.1%+19.7%
CAGR 3Y+31.9%+12.6%
CAGR 5YN/A+5.1%
Sharpe 3Y1.210.58
Volatility 1Y24.43%14.54%
Max drawdown-23.49%-39.30%

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

Similar to MINV and EPP