Screener
SMIN vs EPP
iShares MSCI India Small-Cap ETF vs iShares MSCI Pacific ex Japan ETF
Key differences
Both SMIN and EPP are equity ETFs. SMIN charges 0.74% a year and EPP 0.47%. The main difference: SMIN covers emerging markets; EPP covers global markets.
- SMIN covers emerging markets; EPP covers global markets.
- EPP costs 0.27% less per year.
- EPP is much larger than SMIN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EPP has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIN | EPP | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.47% |
| Fund size (AUM) | $639M | $2.1B |
| Since | 2012 | 2001 |
| Dividend yield | 0.00% | 3.43% |
| Asset class | equity | equity |
| Region | emerging markets | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -9.3% | +12.0% |
| CAGR 3Y | +10.0% | +13.1% |
| CAGR 5Y | +6.9% | +4.0% |
| Sharpe 3Y | 0.41 | 0.60 |
| Volatility 1Y | 18.59% | 14.91% |
| Max drawdown | -60.50% | -39.30% |
Similar to SMIN and EPP
Explore further