Screener
EPHE vs EFA
iShares MSCI Philippines ETF vs iShares MSCI EAFE ETF
Key differences
Both EPHE and EFA are equity ETFs. EPHE charges 0.59% a year and EFA 0.32%. The main difference: EPHE covers emerging markets; EFA covers global markets excluding the US.
- EPHE covers emerging markets; EFA covers global markets excluding the US.
- EFA costs 0.27% less per year.
- EFA is much larger than EPHE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFA has delivered higher annualized returns.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPHE | EFA | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.32% |
| Fund size (AUM) | $128M | $77.4B |
| Since | 2010 | 2001 |
| Dividend yield | 2.20% | 3.10% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -10.3% | +18.4% |
| CAGR 3Y | +0.5% | +16.8% |
| CAGR 5Y | -2.9% | +8.1% |
| Sharpe 3Y | -0.09 | 0.86 |
| Volatility 1Y | 18.91% | 15.27% |
| Max drawdown | -51.62% | -34.19% |
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