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SCZ vs EPP
iShares MSCI EAFE Small-Cap ETF vs iShares MSCI Pacific ex Japan ETF
Key differences
Both SCZ and EPP are equity ETFs. SCZ charges 0.40% a year and EPP 0.47%. The main difference: SCZ covers global markets excluding the US; EPP covers global markets.
- SCZ covers global markets excluding the US; EPP covers global markets.
- SCZ costs 0.07% less per year.
- SCZ is much larger than EPP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCZ has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCZ | EPP | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.47% |
| Fund size (AUM) | $14.9B | $2.1B |
| Since | 2007 | 2001 |
| Dividend yield | 2.95% | 3.43% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.2% | +12.0% |
| CAGR 3Y | +16.6% | +13.1% |
| CAGR 5Y | +4.9% | +4.0% |
| Sharpe 3Y | 0.85 | 0.60 |
| Volatility 1Y | 14.68% | 14.91% |
| Max drawdown | -41.07% | -39.30% |
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