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iSharesFocused RegionEPHE · NYSE Arca

iShares MSCI Philippines ETF (EPHE)

Price
$24.12
11 Sept 2026
Assets
$149.5M
Total net assets
Expense ratio
0.59%
Category 0.00%
Yield
2.84%
Trailing distributions
3Y CAGR
1.4%-17.2%
Category 18.6%
5Y CAGR
-2.8%-12.0%
Category 9.2%
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iShares MSCI Philippines ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-6.9%-1.6%-1.5%-1.3%-4.7%+1.4%-2.8%-2.7%+1.0%
Focused Region average1.2%2.9%11.8%14.4%23.6%18.6%9.2%8.0%7.4%
Difference-8.1%-4.5%-13.3%-15.7%-28.2%-17.2%-12.0%-10.8%-6.4%

Holdings

The 10 largest positions make up 64.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ICT.XPHSInternational Container Terminal Services Inc22.03%
BDO.XPHSBDO Unibank Inc9.77%
SMPH.XPHSSM Prime Holdings Inc6.40%
SM.XPHSSM Investments Corp4.84%
MBT.XPHSMetropolitan Bank & Trust Co4.58%
BPI.XPHSBank of the Philippine Islands4.31%
TEL.XPHSPLDT Inc3.57%
MER.XPHSManila Electric Co3.48%
JFC.XPHSJollibee Foods Corp2.95%
AEV.XPHSAboitiz Equity Ventures Inc2.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
8.0
P/B
1.1
P/S
1.4
P/CF
5.9

Sector allocation

Share of the equity the fund holds.

28.7%Industrials9 sectors
  1. Industrials28.7%
  2. Financial services22.1%
  3. Consumer discretionary13.4%
  4. Utilities12.0%
  5. Real estate11.6%
  6. Communication services4.9%
  7. Consumer staples4.8%
  8. Materials1.5%
  9. Energy1.1%

Asset mix

  • Stocks99.4%
  • Cash0.7%

ETF details

Issuer
iShares
Category
Equity · Focused Region
Ticker
EPHE
Exchange
NYSE Arca
Inception
28 Sept 2010 (16.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.59% (category 0.00%)
Holdings turnover
21%
Distribution yield
2.84%
Beta, 3 years
0.60
Total net assets
$149.5M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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