EPP vs VOO
EPP vs VOO
iShares MSCI Pacific ex Japan ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $2.2B | $979.0B | |
| Dividend Yield | 3.51% | 1.09% | |
| Holdings | 106 | 509 | |
| YTD Return | +15.14% | +13.80% | |
| 1Y Return | +19.35% | +23.71% | |
| 3Y Return (annualized) | +15.69% | +21.50% | |
| 5Y Return (annualized) | +6.66% | +13.44% | |
| Volatility (annualized) | 19.5% | 14.1% | |
| Max Drawdown | -67.7% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 25, 2001 | Sep 7, 2010 |
EPP vs VOO Performance
iShares MSCI Pacific ex Japan ETF (EPP) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPP returned +19.35% while VOO returned +23.71%. Year to date, EPP is up 15.14% versus a gain of 13.80% for VOO.
Over three years, EPP compounded at +15.69% per year against +21.50% for VOO; over five years the annualized figures are +6.66% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +6.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPP has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -67.7% for EPP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EPP charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, EPP currently yields 3.51% against 1.09% for VOO.
Holdings Overlap
EPP and VOO share 0 holdings out of 599 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPP or VOO?
EPP has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, EPP or VOO?
Over the past year EPP returned +19.35% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EPP annualized +6.07% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, EPP or VOO?
EPP has been the more volatile fund at 19.5% annualized versus 14.1% for VOO. Worst drawdown: EPP -67.7% vs VOO -34.3%.
Should I hold both EPP and VOO?
EPP and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPP and VOO?
EPP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 599 unique securities.
Which pays a higher dividend, EPP or VOO?
EPP yields 3.51% while VOO yields 1.09%, so EPP currently pays the higher dividend yield.
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