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EPHE vs HSCZ
iShares MSCI Philippines ETF vs iShares Currency Hedged MSCI EAFE Small-Cap ETF
Key differences
Both EPHE and HSCZ are equity ETFs. EPHE charges 0.59% a year and HSCZ 0.43%. The main difference: EPHE covers emerging markets; HSCZ covers global markets excluding the US.
- EPHE covers emerging markets; HSCZ covers global markets excluding the US.
- HSCZ costs 0.16% less per year.
- Over the last three years, HSCZ has delivered higher annualized returns.
- EPHE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPHE | HSCZ | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.43% |
| Fund size (AUM) | $128M | $222M |
| Since | 2010 | 2015 |
| Dividend yield | 2.20% | 2.92% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -10.3% | +27.2% |
| CAGR 3Y | +0.5% | +19.3% |
| CAGR 5Y | -2.9% | +10.9% |
| Sharpe 3Y | -0.09 | 1.17 |
| Volatility 1Y | 18.91% | 11.39% |
| Max drawdown | -51.62% | -34.89% |
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