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ETF comparison

EPP vs JIRE

Both International Developed.

iShares MSCI Pacific ex Japan ETF · JPMorgan International Research Enhanced Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
10.1 %

31 positions appear in both funds. Buying equal dollars of EPP and JIRE would leave roughly 10.1% of each dollar exposed to the same underlying securities.

EPP unmatched 89.2% Shared 10.1% JIRE unmatched 89.1%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In EPP only
62 positions
Shared
31 positions
In JIRE only
171 positions

Side by side

EPP

iShares MSCI Pacific ex Japan ETF

iShares · International Developed

61 composite / 100
Expense ratio
0.47%
Net assets
$2.22B
TTM yield
3.39%
Top-10 conc.
47.5%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

84 composite / 100
Expense ratio
0.24%
Net assets
$10.91B
TTM yield
2.76%
Top-10 conc.
16.9%

Sub-score comparison

53
Cost
76
76
Tax efficiency
77
72
Liquidity
100
46
Concentration
90
—
Tracking quality
—
EPP sub-score JIRE

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

JIRE is 23 bps cheaper than EPP. On a $100,000 position that's about $230/yr more in fees for EPP.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EPP vs JIRE.

Top shared holdings

31 shared in total
# Holding In EPP In JIRE Overlap
1 BHP GROUP LIMITED 9.96% 1.16% 1.16%
2 DBS GROUP HOLDINGS LTD 4.63% 0.87% 0.87%
3 RIO TINTO LIMITED 2.19% 0.83% 0.83%
4 COMMONWEALTH BANK OF AUSTRALIA 8.73% 0.77% 0.77%
5 AIA Group Limited 4.85% 0.67% 0.67%
6 Hong Kong Exchanges and Clearing Limited 2.53% 0.47% 0.47%
7 NATIONAL AUSTRALIA BANK LIMITED 3.62% 0.44% 0.44%
8 ANZ GROUP HOLDINGS LIMITED 3.35% 0.35% 0.35%
9 OVERSEA-CHINESE BANKING CORPORATION LIMITED 2.75% 0.34% 0.34%
10 MEDIBANK PRIVATE LIMITED 0.42% 0.33% 0.33%
11 SANTOS LIMITED 0.80% 0.32% 0.32%
12 MACQUARIE GROUP LIMITED 2.81% 0.29% 0.29%

Only in EPP

62 total
  • CSL LIMITED 1.48%
  • FORTESCUE LTD 1.20%
  • SINGAPORE TELECOMMUNICATIONS LIMITED 1.11%
  • CK HUTCHISON HOLDINGS LIMITED 1.07%
  • ARISTOCRAT LEISURE LIMITED 0.87%
  • EVOLUTION MINING LIMITED 0.79%
  • CLP HOLDINGS LIMITED 0.72%
  • SOUTH32 LIMITED 0.68%
  • SINGAPORE EXCHANGE LIMITED 0.66%
  • SCENTRE GROUP 0.62%

Only in JIRE

171 total
  • ASML Holding NV 3.48%
  • Siemens AG 1.78%
  • AstraZeneca plc 1.69%
  • Shell plc 1.55%
  • HSBC Holdings plc 1.54%
  • Allianz SE 1.51%
  • Banco Santander SA 1.36%
  • UniCredit SpA 1.33%
  • Nestle SA 1.33%
  • Roche Holding AG 1.32%

Percentages are holdings overlap with the named fund.

Open EPP or JIRE at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.