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EWM vs. EPP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EWM vs. EPP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Malaysia ETF (EWM) and iShares MSCI Pacific ex Japan ETF (EPP). The values are adjusted to include any dividend payments, if applicable.

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EWM vs. EPP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EWM
iShares MSCI Malaysia ETF
3.84%15.74%19.46%-3.61%-6.00%-7.40%3.12%-1.41%-6.28%24.25%
EPP
iShares MSCI Pacific ex Japan ETF
5.29%19.70%4.76%5.76%-6.59%4.26%6.04%18.30%-10.78%26.05%

Returns By Period

In the year-to-date period, EWM achieves a 3.84% return, which is significantly lower than EPP's 5.29% return. Over the past 10 years, EWM has underperformed EPP with an annualized return of 1.76%, while EPP has yielded a comparatively higher 7.32% annualized return.


EWM

1D
1.68%
1M
-2.77%
YTD
3.84%
6M
11.36%
1Y
27.73%
3Y*
12.55%
5Y*
4.95%
10Y*
1.76%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EWM vs. EPP - Expense Ratio Comparison

EWM has a 0.49% expense ratio, which is higher than EPP's 0.48% expense ratio.


Return for Risk

EWM vs. EPP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EWM
EWM Risk / Return Rank: 8787
Overall Rank
EWM Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
EWM Sortino Ratio Rank: 8888
Sortino Ratio Rank
EWM Omega Ratio Rank: 8282
Omega Ratio Rank
EWM Calmar Ratio Rank: 9090
Calmar Ratio Rank
EWM Martin Ratio Rank: 9090
Martin Ratio Rank

EPP
EPP Risk / Return Rank: 7676
Overall Rank
EPP Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
EPP Sortino Ratio Rank: 7575
Sortino Ratio Rank
EPP Omega Ratio Rank: 7878
Omega Ratio Rank
EPP Calmar Ratio Rank: 7373
Calmar Ratio Rank
EPP Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EWM vs. EPP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Malaysia ETF (EWM) and iShares MSCI Pacific ex Japan ETF (EPP). 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.


EWMEPPDifference

Sharpe ratio

Return per unit of total volatility

1.76

1.36

+0.39

Sortino ratio

Return per unit of downside risk

2.41

1.89

+0.52

Omega ratio

Gain probability vs. loss probability

1.32

1.29

+0.03

Calmar ratio

Return relative to maximum drawdown

3.10

1.86

+1.24

Martin ratio

Return relative to average drawdown

11.53

8.35

+3.18

EWM vs. EPP - Sharpe Ratio Comparison

The current EWM Sharpe Ratio is 1.76, which is comparable to the EPP Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of EWM and EPP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EWMEPPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

1.36

+0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.30

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.38

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.38

-0.31

Correlation

The correlation between EWM and EPP is 0.59, 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.


Dividends

EWM vs. EPP - Dividend Comparison

EWM's dividend yield for the trailing twelve months is around 3.29%, less than EPP's 3.58% yield.


TTM20252024202320222021202020192018201720162015
EWM
iShares MSCI Malaysia ETF
3.29%3.41%3.32%3.47%3.00%6.48%1.89%2.91%3.84%5.58%5.97%37.54%
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%

Drawdowns

EWM vs. EPP - Drawdown Comparison

The maximum EWM drawdown since its inception was -89.19%, which is greater than EPP's maximum drawdown of -66.01%. Use the drawdown chart below to compare losses from any high point for EWM and EPP.


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Drawdown Indicators


EWMEPPDifference

Max Drawdown

Largest peak-to-trough decline

-89.19%

-66.01%

-23.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.09%

-13.34%

+4.25%

Max Drawdown (5Y)

Largest decline over 5 years

-23.84%

-26.31%

+2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-43.81%

-39.30%

-4.51%

Current Drawdown

Current decline from peak

-8.24%

-6.54%

-1.70%

Average Drawdown

Average peak-to-trough decline

-31.98%

-10.68%

-21.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

2.97%

-0.53%

Volatility

EWM vs. EPP - Volatility Comparison

The current volatility for iShares MSCI Malaysia ETF (EWM) is 5.96%, while iShares MSCI Pacific ex Japan ETF (EPP) has a volatility of 7.31%. This indicates that EWM experiences smaller price fluctuations and is considered to be less risky than EPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EWMEPPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.96%

7.31%

-1.35%

Volatility (6M)

Calculated over the trailing 6-month period

10.29%

11.13%

-0.84%

Volatility (1Y)

Calculated over the trailing 1-year period

15.87%

18.61%

-2.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.62%

17.30%

-3.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.36%

19.11%

-2.75%