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Abstract Using the Roemmich‐Gilson Argo data set, this study investigates variability of the Subtropical Underwater (STUW) and eastern Subtropical Mode Water (ESTMW) in the South Pacific during 2004–2020. The STUW volume decreased during 2004–2013 and increased during 2013–2020, while the volume of the ESTMW shows the opposite phase. On interannual time scales, there is also a significant negative correlation in volume between the STUW and ESTMW. This anti‐phase relationship is attributed to changes in their volumetric subduction rates, which are in turn closely related to variability in the mixed layer depth (MLD). ENSO directly contributes to variability of the subduction rates by modifying the MLD. Equatorward propagation of spiciness anomalies is identified along isopycnal surfaces of the STUW and ESTMW cores. These spiciness anomalies in the downstream region are correlated with changes in volume of both water masses, and significant spiciness anomalies can reach the tropical Pacific.