EPU vs. ARGT
Compare and contrast key facts about iShares MSCI Peru ETF (EPU) and Global X MSCI Argentina ETF (ARGT).
EPU and ARGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EPU is a passively managed fund by iShares that tracks the performance of the MSCI All Peru Capped Index. It was launched on Jun 19, 2009. ARGT is a passively managed fund by Global X that tracks the performance of the MSCI All Argentina 25/50. It was launched on Mar 2, 2011. Both EPU and ARGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPU or ARGT.
Key characteristics
| EPU | ARGT | |
|---|---|---|
| YTD Return | 19.85% | 19.46% |
| 1Y Return | 40.93% | 62.72% |
| 3Y Return (Ann) | 13.94% | 30.30% |
| 5Y Return (Ann) | 5.43% | 18.35% |
| 10Y Return (Ann) | 4.68% | 13.03% |
| Sharpe Ratio | 2.24 | 2.10 |
| Daily Std Dev | 18.33% | 28.73% |
| Max Drawdown | -60.62% | -61.68% |
| Current Drawdown | -1.19% | 0.00% |
Correlation
The correlation between EPU and ARGT is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EPU vs. ARGT - Performance Comparison
The year-to-date returns for both stocks are quite close, with EPU having a 19.85% return and ARGT slightly lower at 19.46%. Over the past 10 years, EPU has underperformed ARGT with an annualized return of 4.68%, while ARGT has yielded a comparatively higher 13.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EPU vs. ARGT - Expense Ratio Comparison
EPU has a 0.59% expense ratio, which is lower than ARGT's 0.60% expense ratio.
Risk-Adjusted Performance
EPU vs. ARGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Peru ETF (EPU) and Global X MSCI Argentina ETF (ARGT). 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.
Dividends
EPU vs. ARGT - Dividend Comparison
EPU's dividend yield for the trailing twelve months is around 3.48%, more than ARGT's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPU iShares MSCI Peru ETF | 3.48% | 4.17% | 5.56% | 3.13% | 1.91% | 2.67% | 1.53% | 3.30% | 0.85% | 1.90% | 1.66% | 1.72% |
ARGT Global X MSCI Argentina ETF | 1.33% | 1.59% | 2.45% | 0.93% | 0.28% | 1.21% | 1.34% | 0.49% | 0.36% | 0.89% | 0.47% | 0.62% |
Drawdowns
EPU vs. ARGT - Drawdown Comparison
The maximum EPU drawdown since its inception was -60.62%, roughly equal to the maximum ARGT drawdown of -61.68%. Use the drawdown chart below to compare losses from any high point for EPU and ARGT. For additional features, visit the drawdowns tool.
Volatility
EPU vs. ARGT - Volatility Comparison
The current volatility for iShares MSCI Peru ETF (EPU) is 5.05%, while Global X MSCI Argentina ETF (ARGT) has a volatility of 9.80%. This indicates that EPU experiences smaller price fluctuations and is considered to be less risky than ARGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.