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EPHE vs IPAC

iShares MSCI Philippines ETF vs iShares Core MSCI Pacific ETF

EPHE

iShares MSCI Philippines ETF

Annual cost

0.59%

Fund size

$128M

IPAC

iShares Core MSCI Pacific ETF

Annual cost

0.09%

Fund size

$2.6B

Key differences

Both EPHE and IPAC are equity ETFs. EPHE charges 0.59% a year and IPAC 0.09%. The main difference: EPHE covers emerging markets; IPAC covers the Asia-Pacific region.

  • EPHE covers emerging markets; IPAC covers the Asia-Pacific region.
  • IPAC costs 0.50% less per year.
  • IPAC is much larger than EPHE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IPAC has delivered higher annualized returns.

Side-by-side comparison

EPHEIPAC
Annual cost (TER)0.59%0.09%
Fund size (AUM)$128M$2.6B
Since20102014
Dividend yield2.20%3.80%
Asset classequityequity
Regionemerging marketsasia pacific
Strategyindex trackingindex tracking
CAGR 1Y-10.3%+23.6%
CAGR 3Y+0.5%+17.3%
CAGR 5Y-2.9%+7.2%
Sharpe 3Y-0.090.82
Volatility 1Y18.91%16.74%
Max drawdown-51.62%-31.00%

Similar to EPHE and IPAC