Screener
MSMR vs EPP
McElhenny Sheffield Managed Risk ETF vs iShares MSCI Pacific ex Japan ETF
Key differences
- EPP costs 0.59% less per year.
- EPP is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- MSMR covers north america markets; EPP covers global.
- MSMR follows a active selection strategy; EPP uses index tracking.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | EPP | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.47% |
| Fund size (AUM) | $166M | $2.1B |
| Since | 2021 | 2001 |
| Dividend yield | 1.88% | 3.43% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.0% | +19.4% |
| CAGR 3Y | +19.8% | +12.7% |
| CAGR 5Y | N/A | +5.4% |
| Sharpe 3Y | 1.35 | 0.58 |
| Volatility 1Y | 12.02% | 14.53% |
| Max drawdown | -14.86% | -39.30% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MSMR and EPP
Explore further