EPP vs VTI
EPP vs VTI
iShares MSCI Pacific ex Japan ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EPP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $2.2B | $663.5B | |
| Dividend Yield | 3.51% | 1.07% | |
| Holdings | 106 | 3,543 | |
| YTD Return | +15.14% | +14.20% | |
| 1Y Return | +19.35% | +24.16% | |
| 3Y Return (annualized) | +15.69% | +21.12% | |
| 5Y Return (annualized) | +6.66% | +12.37% | |
| Volatility (annualized) | 19.5% | 15.3% | |
| Max Drawdown | -67.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 25, 2001 | May 24, 2001 |
EPP vs VTI Performance
iShares MSCI Pacific ex Japan ETF (EPP) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EPP returned +19.35% while VTI returned +24.16%. Year to date, EPP is up 15.14% versus a gain of 14.20% for VTI.
Over three years, EPP compounded at +15.69% per year against +21.12% for VTI; over five years the annualized figures are +6.66% and +12.37% respectively. Across the full 25-year window we track, VTI has the edge at +8.14% 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EPP charges 0.47% per year while VTI 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 1.07% for VTI.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EPP or VTI?
EPP has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, EPP or VTI?
Over the past year EPP returned +19.35% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), EPP annualized +6.07% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, EPP or VTI?
EPP has been the more volatile fund at 19.5% annualized versus 15.3% for VTI. Worst drawdown: EPP -67.7% vs VTI -56.6%.
Should I hold both EPP and VTI?
EPP and VTI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPP and VTI?
EPP and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2875 unique securities.
Which pays a higher dividend, EPP or VTI?
EPP yields 3.51% while VTI yields 1.07%, so EPP currently pays the higher dividend yield.
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