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EPP ETF — Holdings & Analysis

The iShares MSCI Pacific ex Japan ETF (EPP) offers exposure to developed Pacific region equities, excluding Japan, with an AUM of $2.07 billion.

EPP's expense ratio is 0.47%, providing investors access to a portfolio of 93 holdings, primarily concentrated in Australia, Hong Kong, and Singapore. The fund's significant allocation to Financial Services distinguishes it, making it a targeted option for investors seeking exposure to this sector within the Pacific ex-Japan region. Past performance does not guarantee future results.

iShares MSCI Pacific ex Japan ETF (EPP) ETF — Price, Holdings & Analysis

The iShares MSCI Pacific ex Japan ETF (EPP) offers exposure to developed Pacific region equities, excluding Japan, with an AUM of $2.07 billion. EPP's expense ratio is 0.47%, providing investors access to a portfolio of 93 holdings, primarily concentrated in Australia, Hong Kong, and Singapore. The fund's significant allocation to Financial Services distinguishes it, making it a targeted option for investors seeking exposure to this sector within the Pacific ex-Japan region. Past performance does not guarantee future results.

ETF Overview

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.
The iShares MSCI Pacific ex Japan ETF (EPP) aims to replicate the investment outcomes of an index composed of developed market equities in the Pacific region, excluding Japan. This ETF provides targeted access to the Pacific ex-Japan equity market, with a focus on countries like Australia (60.8%), Hong Kong (17.8%), and Singapore (14.9%). EPP's portfolio consists of 93 holdings, with significant allocations to the Financial Services sector (44.8%), followed by Basic Materials (15.4%) and Industrials (8.9%). The fund's top holdings include BHP Group Ltd (8.99%), Commonwealth Bank of Australia (8.86%), and AIA Group Ltd (4.97%). EPP is suitable for investors seeking geographically specific exposure to the Pacific region, excluding Japan, and those looking to overweight sectors like Financial Services and Basic Materials. Past performance does not guarantee future results.

Risk Metrics

EPP's risk profile is influenced by its concentrated exposure to specific countries and sectors. The fund allocates over 60% of its assets to Australia and nearly 45% to the Financial Services sector, creating concentration risk. Fluctuations in the Australian economy or the financial services industry could significantly impact EPP's performance. With a beta of 1.11, EPP exhibits slightly higher volatility compared to the broader market. The expense ratio of 0.47% can create a drag on returns, especially in periods of lower market performance. these may be worth researching factors when assessing EPP's suitability for their portfolio. Past performance does not guarantee future results.

Expense Ratio

0.47%

What does EPP hold?

HoldingWeight
BHP Group Ltd (BHP.AX)8.99%
Commonwealth Bank of Australia (CBA.AX)8.86%
AIA Group Ltd (1299.HK)4.97%
National Australia Bank Ltd (NAB.AX)4.57%
Westpac Banking Corp (WBC.AX)4.42%
DBS Group Holdings Ltd (D05.SI)3.87%
ANZ Group Holdings Ltd (ANZ.AX)3.67%
Wesfarmers Ltd (WES.AX)2.74%
Hong Kong Exchanges and Clearing Ltd (0388.HK)2.49%
Oversea-Chinese Banking Corp Ltd (O39.SI)2.44%

How Is the Fund Allocated?

SectorWeight
Financial Services44.8%
Basic Materials15.4%
Industrials8.9%
Real Estate7.8%
Consumer Cyclical6.5%
Healthcare4.2%
Utilities3.4%
Consumer Defensive2.9%
Communication Services2.7%
Energy2.3%
Technology1.2%
Cash & Others0.0%
CountryWeight
Australia60.8%
Hong Kong17.8%
Singapore14.9%
New Zealand2.2%
United Kingdom1.8%
Bermuda0.9%
Other0.9%
China0.4%
Macao0.3%

Dividend Yield

2.18%

Risk Metrics

  • Beta: 1.11

Questions & Answers

What is EPP and what does it track?

The iShares MSCI Pacific ex Japan ETF (EPP) is an exchange-traded fund that seeks to mirror the investment results of an index composed of equities from developed markets in the Pacific region, excluding Japan.

EPP provides investors with access to a portfolio of 93 stocks from countries like Australia, Hong Kong, and Singapore.

What is the expense ratio for EPP?

The iShares MSCI Pacific ex Japan ETF (EPP) has an expense ratio of 0.47%. This means that for every $10,000 invested in the fund, $47 is deducted annually to cover operating expenses.

While this expense ratio impacts overall returns, it is important to consider it in the context of the fund's investment strategy and potential benefits.

What are the top holdings in EPP?

As of 2026-03-15, the top holdings in the iShares MSCI Pacific ex Japan ETF (EPP) are concentrated in large-cap companies within the Pacific region. The largest holding is BHP Group Ltd, representing 8.99% of the portfolio.

Commonwealth Bank of Australia is the second-largest holding at 8.86%, followed by AIA Group Ltd at 4.97%.

Is EPP a good long-term investment?

Whether EPP is a suitable long-term investment depends on an investor's individual circumstances and investment objectives. EPP provides exposure to the Pacific ex-Japan equity market, which may offer diversification benefits.

The fund's performance will be influenced by the economic growth and market conditions in the region.

How does EPP compare to similar ETFs?

EPP distinguishes itself through its specific focus on developed Pacific markets excluding Japan. Other ETFs may offer broader emerging market exposure or include Japan. EPP's expense ratio of 0.47% is a key factor to consider when comparing it to competitors.

Some similar ETFs may have lower expense ratios, while others may have higher ones.

Does EPP pay dividends?

Yes, the iShares MSCI Pacific ex Japan ETF (EPP) distributes dividends to its shareholders. As of 2026-03-15, EPP has a dividend yield of 2.18%. The dividend yield represents the annual dividend payment as a percentage of the fund's share price.

Dividend payments can vary over time and are not guaranteed.