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EPHE vs IEFA
iShares MSCI Philippines ETF vs iShares Core MSCI EAFE ETF
Key differences
Both EPHE and IEFA are equity ETFs. EPHE charges 0.59% a year and IEFA 0.07%. The main difference: EPHE covers emerging markets; IEFA covers global markets excluding the US.
- EPHE covers emerging markets; IEFA covers global markets excluding the US.
- IEFA costs 0.52% less per year.
- IEFA is much larger than EPHE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IEFA has delivered higher annualized returns.
Side-by-side comparison
| EPHE | IEFA | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.07% |
| Fund size (AUM) | $128M | $186.6B |
| Since | 2010 | 2012 |
| Dividend yield | 2.20% | 3.24% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -10.3% | +19.1% |
| CAGR 3Y | +0.5% | +17.1% |
| CAGR 5Y | -2.9% | +7.9% |
| Sharpe 3Y | -0.09 | 0.88 |
| Volatility 1Y | 18.91% | 15.18% |
| Max drawdown | -51.62% | -34.79% |
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