EPP vs. BBAX
Compare and contrast key facts about iShares MSCI Pacific ex Japan ETF (EPP) and JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX).
EPP and BBAX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EPP is a passively managed fund by iShares that tracks the performance of the MSCI Pacific ex-Japan Index. It was launched on Oct 25, 2001. BBAX is a passively managed fund by JPMorgan that tracks the performance of the Morningstar Developed Asia Pacific ex-Japan Target Market Exposure Index. It was launched on Aug 7, 2018. Both EPP and BBAX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EPP vs. BBAX - Performance Comparison
Loading graphics...
EPP vs. BBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EPP iShares MSCI Pacific ex Japan ETF | 5.29% | 19.70% | 4.76% | 5.76% | -6.59% | 4.26% | 6.04% | 18.30% | -10.29% |
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 6.46% | 20.21% | 2.50% | 5.60% | -4.80% | 5.53% | 8.02% | 18.66% | -9.65% |
Returns By Period
In the year-to-date period, EPP achieves a 5.29% return, which is significantly lower than BBAX's 6.46% return.
EPP
- 1D
- 2.47%
- 1M
- -6.44%
- YTD
- 5.29%
- 6M
- 5.22%
- 1Y
- 25.20%
- 3Y*
- 10.91%
- 5Y*
- 5.11%
- 10Y*
- 7.32%
BBAX
- 1D
- 2.53%
- 1M
- -6.56%
- YTD
- 6.46%
- 6M
- 7.42%
- 1Y
- 27.09%
- 3Y*
- 11.01%
- 5Y*
- 5.39%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EPP vs. BBAX - Expense Ratio Comparison
EPP has a 0.48% expense ratio, which is higher than BBAX's 0.19% expense ratio.
Return for Risk
EPP vs. BBAX — Risk / Return Rank
EPP
BBAX
EPP vs. BBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Pacific ex Japan ETF (EPP) and JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EPP | BBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.47 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.02 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.96 | -0.10 |
Martin ratioReturn relative to average drawdown | 8.35 | 9.34 | -0.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EPP | BBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.47 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.32 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.06 |
Correlation
The correlation between EPP and BBAX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EPP vs. BBAX - Dividend Comparison
EPP's dividend yield for the trailing twelve months is around 3.58%, less than BBAX's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPP iShares MSCI Pacific ex Japan ETF | 3.58% | 3.77% | 3.81% | 4.10% | 4.37% | 4.58% | 2.28% | 3.89% | 5.00% | 4.15% | 3.96% | 4.90% |
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 3.72% | 3.86% | 4.13% | 4.17% | 5.06% | 5.47% | 2.57% | 4.07% | 1.36% | 0.00% | 0.00% | 0.00% |
Drawdowns
EPP vs. BBAX - Drawdown Comparison
The maximum EPP drawdown since its inception was -66.01%, which is greater than BBAX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for EPP and BBAX.
Loading graphics...
Drawdown Indicators
| EPP | BBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.01% | -39.64% | -26.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.34% | -13.60% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.31% | -24.33% | -1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | — | — |
Current DrawdownCurrent decline from peak | -6.54% | -6.71% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -10.68% | -7.32% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.85% | +0.12% |
Volatility
EPP vs. BBAX - Volatility Comparison
iShares MSCI Pacific ex Japan ETF (EPP) and JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX) have volatilities of 7.31% and 7.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EPP | BBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 7.10% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 10.89% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 18.46% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 17.16% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 19.75% | -0.64% |