EWY vs. EPP
Compare and contrast key facts about iShares MSCI South Korea ETF (EWY) and iShares MSCI Pacific ex Japan ETF (EPP).
EWY and EPP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWY is a passively managed fund by iShares that tracks the performance of the MSCI Korea Index. It was launched on May 12, 2000. 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. Both EWY and EPP 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: EWY or EPP.
Correlation
The correlation between EWY and EPP is 0.72, 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.
Performance
EWY vs. EPP - Performance Comparison
Key characteristics
EWY:
-0.33
EPP:
0.70
EWY:
-0.32
EPP:
1.10
EWY:
0.96
EPP:
1.15
EWY:
-0.19
EPP:
0.71
EWY:
-0.64
EPP:
2.46
EWY:
13.54%
EPP:
5.60%
EWY:
25.84%
EPP:
19.80%
EWY:
-74.14%
EPP:
-66.01%
EWY:
-36.85%
EPP:
-5.70%
Returns By Period
In the year-to-date period, EWY achieves a 9.94% return, which is significantly higher than EPP's 3.61% return. Over the past 10 years, EWY has underperformed EPP with an annualized return of 0.78%, while EPP has yielded a comparatively higher 3.50% annualized return.
EWY
9.94%
-1.96%
-6.45%
-9.30%
4.22%
0.78%
EPP
3.61%
1.57%
-1.20%
12.56%
9.00%
3.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EWY vs. EPP - Expense Ratio Comparison
EWY has a 0.59% expense ratio, which is higher than EPP's 0.48% expense ratio.
Risk-Adjusted Performance
EWY vs. EPP — Risk-Adjusted Performance Rank
EWY
EPP
EWY vs. EPP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI South Korea ETF (EWY) 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.
Dividends
EWY vs. EPP - Dividend Comparison
EWY's dividend yield for the trailing twelve months is around 2.32%, less than EPP's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWY iShares MSCI South Korea ETF | 2.32% | 2.55% | 2.52% | 1.23% | 2.16% | 0.73% | 2.10% | 1.34% | 2.90% | 1.21% | 2.42% | 1.20% |
EPP iShares MSCI Pacific ex Japan ETF | 3.68% | 3.81% | 4.10% | 4.37% | 4.58% | 2.28% | 3.89% | 5.00% | 4.15% | 3.96% | 4.90% | 4.33% |
Drawdowns
EWY vs. EPP - Drawdown Comparison
The maximum EWY drawdown since its inception was -74.14%, which is greater than EPP's maximum drawdown of -66.01%. Use the drawdown chart below to compare losses from any high point for EWY and EPP. For additional features, visit the drawdowns tool.
Volatility
EWY vs. EPP - Volatility Comparison
iShares MSCI South Korea ETF (EWY) and iShares MSCI Pacific ex Japan ETF (EPP) have volatilities of 12.79% and 13.43%, 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.