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TRFK vs. EPU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TRFK vs. EPU

Last updated Jun 9, 2026

TRFK (Pacer Data and Digital Revolution ETF) and EPU (iShares MSCI Peru ETF) are both exchange-traded funds - TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while EPU is a Mid Cap Blend Equities fund tracking the MSCI All Peru Capped Index. Both are passively managed. Over the past 3 years, TRFK returned 49.48%/yr vs 41.57%/yr for EPU. At a 0.42 correlation, their price movements are largely independent. TRFK charges 0.60%/yr vs 0.59%/yr for EPU.

Performance

TRFK vs. EPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Data and Digital Revolution ETF (TRFK) and iShares MSCI Peru ETF (EPU). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TRFK achieves a 54.84% return, which is significantly higher than EPU's 8.06% return.

TRFK

1D
3.16%
1M
10.52%
YTD
54.84%
6M
45.80%
1Y
84.85%
3Y*
49.48%
5Y*
—
10Y*
—

EPU

1D
-0.48%
1M
-6.18%
YTD
8.06%
6M
18.00%
1Y
64.61%
3Y*
41.57%
5Y*
25.82%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRFK vs. EPU - Yearly Performance Comparison

2026 (YTD)2025202420232022
TRFK
Pacer Data and Digital Revolution ETF		54.84%26.81%38.30%66.63%-10.61%
EPU
iShares MSCI Peru ETF		8.06%86.87%21.73%25.34%-1.04%

Correlation

The correlation between TRFK and EPU is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2022

0.42

TRFK vs. EPU - Sectors Allocation Comparison

Sectors
TRFK
EPU

Technology

91.8%

-

Industrials

8.3%
2.8%

Basic Materials

-

52.7%

Communication Services

-

1.6%

Consumer Cyclical

-

4.1%

Consumer Defensive

-

3.0%

Energy

-

-

Financial Services

-

28.8%

Healthcare

-

1.2%

Real Estate

-

3.2%

Utilities

-

2.8%

Technology

TRFK
91.8%
EPU

-

Industrials

TRFK
8.3%
EPU
2.8%

Basic Materials

TRFK

-

EPU
52.7%

Communication Services

TRFK

-

EPU
1.6%

Consumer Cyclical

TRFK

-

EPU
4.1%

Consumer Defensive

TRFK

-

EPU
3.0%

Energy

TRFK

-

EPU

-

Financial Services

TRFK

-

EPU
28.8%

Healthcare

TRFK

-

EPU
1.2%

Real Estate

TRFK

-

EPU
3.2%

Utilities

TRFK

-

EPU
2.8%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pacer Data and Digital Revolution ETF

iShares MSCI Peru ETF

Often compared with TRFK:
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Often compared with EPU:
EPU vs. ECHEPU vs. ILFEPU vs. ARGTEPU vs. EISEPU vs. EVXEPU vs. EWSEPU vs. EPI

Return for Risk

TRFK vs. EPU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRFK
TRFK Risk / Return Rank: 8181
Overall Rank
TRFK Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
TRFK Sortino Ratio Rank: 8383
Sortino Ratio Rank
TRFK Omega Ratio Rank: 8383
Omega Ratio Rank
TRFK Calmar Ratio Rank: 8686
Calmar Ratio Rank
TRFK Martin Ratio Rank: 6363
Martin Ratio Rank
EPU
EPU Risk / Return Rank: 6666
Overall Rank
EPU Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
EPU Sortino Ratio Rank: 6262
Sortino Ratio Rank
EPU Omega Ratio Rank: 6666
Omega Ratio Rank
EPU Calmar Ratio Rank: 6969
Calmar Ratio Rank
EPU Martin Ratio Rank: 5757
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.

TRFK vs. EPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Data and Digital Revolution ETF (TRFK) and iShares MSCI Peru ETF (EPU). 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.

TRFKEPUDifference
Sharpe ratioReturn per unit of total volatility
2.89
2.16

+0.73

Sortino ratioReturn per unit of downside risk
3.36
2.59

+0.77

Omega ratioGain probability vs. loss probability

1.45

1.36

+0.09

Calmar ratioReturn relative to maximum drawdown

4.36

3.11

+1.25

Martin ratioReturn relative to average drawdown

10.40

9.14

+1.26

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TRFK vs. EPU - Sharpe Ratio Comparison

The current TRFK Sharpe Ratio is 2.89, which is higher than the EPU Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of TRFK and EPU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

TRFKEPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.89

2.16

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.04

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.58

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.44

0.43

+1.01

Drawdowns

TRFK vs. EPU - Drawdown Comparison

The maximum TRFK drawdown since its inception was -29.06%, smaller than the maximum EPU drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for TRFK and EPU.

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Drawdown Indicators

TRFKEPUDifference

Max Drawdown

Largest peak-to-trough decline

-29.06%

-60.62%

+31.56%

Max Drawdown (1Y)

Largest decline over 1 year

-19.56%

-20.85%

+1.29%

Max Drawdown (3Y)

Largest decline over 3 years

-29.06%

-20.85%

-8.21%

Max Drawdown (5Y)

Largest decline over 5 years

—

-35.59%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-50.97%

—

Current Drawdown

Current decline from peak

-8.94%

-16.69%

+7.75%

Average Drawdown

Average peak-to-trough decline

-6.05%

-18.82%

+12.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.19%

7.09%

+1.10%

Volatility

TRFK vs. EPU - Volatility Comparison

Pacer Data and Digital Revolution ETF (TRFK) has a higher volatility of 14.91% compared to iShares MSCI Peru ETF (EPU) at 10.84%. This indicates that TRFK's price experiences larger fluctuations and is considered to be riskier than EPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

TRFKEPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.91%

10.84%

+4.07%

Volatility (6M)

Calculated over the trailing 6-month period

24.23%

25.83%

-1.60%

Volatility (1Y)

Calculated over the trailing 1-year period

29.53%

30.07%

-0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.31%

24.91%

+4.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.31%

23.52%

+5.79%

TRFK vs. EPU - Expense Ratio Comparison

TRFK has a 0.60% expense ratio, which is higher than EPU's 0.59% expense ratio.

Dividends

TRFK vs. EPU - Dividend Comparison

TRFK's dividend yield for the trailing twelve months is around 0.01%, less than EPU's 1.51% yield.

PositionTTM20252024202320222021202020192018201720162015
EPU
iShares MSCI Peru ETF		1.51%1.63%5.78%4.17%5.56%3.13%1.91%2.67%1.53%3.30%0.85%1.90%
TRFK
Pacer Data and Digital Revolution ETF		0.01%0.01%0.40%0.20%0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TRFK and EPU have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRFK has higher volatility (14.91%) compared to EPU (10.84%). In terms of maximum drawdown, TRFK dropped -29.06% vs EPU's -60.62%.

On 3-year performance, TRFK leads with 49.48% vs 41.57% for EPU. On fees, EPU is cheaper at 0.59% per year. On volatility, EPU has been the lower-risk option at 10.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TRFK has performed better with a 49.48% return vs 41.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EPU is cheaper with a 0.59% expense ratio, compared with 0.60% for TRFK.

EPU has the higher dividend yield at 1.51%, compared with 0.01% for TRFK.

TRFK is categorized as Technology Equities, while EPU is Mid Cap Blend Equities. TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while EPU tracks MSCI All Peru Capped Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for TRFK and 0.59% for EPU.

TRFK currently has the higher Sharpe Ratio (2.89 vs 2.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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