- The iShares MSCI Pacific ex Japan ETF (EPP) has a 20-year record of good returns
- EPP has a relatively low U.S. market correlation of 0.81
- EPP has nearly the same long-term performance of an S&P 500 ETF since November 2001
- EPP has outperformed an EAFE index ETF by 3.42% CAGR since inception
- EPP has outperformed a typical Asia/Pacific ETF by 1.91% CAGR since 2005
- EPP has a current dividend yield of 4.44%
EPP vs SPY: November 2001 – March 2022
EPP vs SPY: October 26, 2001 – April 14, 2022
EPP vs EFA: November 2001 – March 2022
EPP vs EFA: October 26, 2001 – April 14, 2022
EPP vs VPL: April 2005 – March 2022
EPP vs VPL: March 10, 2005 – April 14, 2022
INVESTMENT OBJECTIVE
The iShares MSCI Pacific ex Japan ETF seeks to track the investment results of an index composed of Pacific region developed market equities, excluding Japan.
Why EPP?
1. Exposure to companies in Australia, Hong Kong, New Zealand, and Singapore
2. Targeted access to a specific subset of Asia Pacific stocks
3. Use to diversify internationally and express a regional view
- Assets Under Management: $2,488,972,457
- 30-Day Average Volume: 640,798 Shares/Day
- Price/Earnings Ratio: 16.92
- Price/Book Ratio: 1.87
- 12 Month Trailing Yield: 4.44%
- Expense Ratio: 0.47%
- Number of Holdings: 135
- Correlation to U.S. Markets: 0.81
EPP Top 10 Holdings: April 14, 2022
EPP Sector Holdings: April 14, 2022
EPP Geography Holdings: April 14, 2022
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator article on the iShares MSCI Pacific ex Japan ETF (EPP):
The Asia / Pacific ETF With A 19-Year History Of Good Returns (EPP) 1.4
Disclosure: We currently own shares of EPP and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform your own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.