
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
iShares MSCI Philippines ETF (EPHE)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: EPHE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 7.25% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 22.81 - 29.39 | Updated Date 06/30/2025 |
52 Weeks Range 22.81 - 29.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Philippines ETF
ETF Overview
Overview
The iShares MSCI Philippines ETF (EPHE) seeks to track the investment results of an index composed of Philippine equities. It offers exposure to the Philippine stock market, providing a convenient way to invest in the country's leading companies across various sectors.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
iShares benefits from BlackRock's extensive investment management expertise and global resources.
Investment Objective
Goal
To track the investment results of the MSCI Philippines Investable Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the performance of the MSCI Philippines Investable Market Index.
Composition The ETF primarily holds stocks of Philippine companies, across various sectors and market capitalizations.
Market Position
Market Share: The iShares MSCI Philippines ETF (EPHE) holds a significant share within the single-country Philippines ETF market.
Total Net Assets (AUM): 246500000
Competitors
Key Competitors
Competitive Landscape
Due to the limited number of dedicated Philippines ETFs, EPHE dominates this niche. Its advantages stem from its established brand and high AUM, which typically translates to better liquidity. Disadvantages are relative lack of comparable alternatives for investors seeking something different.
Financial Performance
Historical Performance: Historical performance data is not directly provided; refer to financial data providers.
Benchmark Comparison: EPHE's performance is designed to closely mirror the MSCI Philippines Investable Market Index.
Expense Ratio: 0.61
Liquidity
Average Trading Volume
EPHE exhibits moderate trading volume, indicating reasonable liquidity for investors.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting the ETF's trading volume and market maker activity.
Market Dynamics
Market Environment Factors
Economic growth in the Philippines, government policies, and global market conditions can all influence EPHE's performance.
Growth Trajectory
EPHE's growth depends on the performance of the Philippine stock market and investor demand for exposure to the region. Any changes to strategy are typically tied to changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
EPHE's competitive edge lies in its brand recognition as an iShares product and its substantial AUM within the Philippines-focused ETF space. This translates into better liquidity and lower tracking error relative to smaller, less-established competitors. Its large size allows for efficient replication of the MSCI Philippines Index. However, its performance is directly tied to the overall performance of the Philippine stock market.
Risk Analysis
Volatility
EPHE's volatility is tied to the volatility of the Philippine stock market, which can be higher than developed markets.
Market Risk
Market risk includes economic downturns, political instability, and regulatory changes in the Philippines, which can negatively affect EPHE's performance.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Philippine stock market, either for diversification or to capitalize on potential growth in the region, are well-suited for this ETF.
Market Risk
EPHE is suited for long-term investors with a higher risk tolerance and a desire to diversify their portfolio with emerging market exposure.
Summary
The iShares MSCI Philippines ETF (EPHE) offers a convenient way to access the Philippine stock market by tracking the MSCI Philippines Investable Market Index. As an iShares product, it benefits from brand recognition and sufficient AUM, leading to good liquidity. Its performance depends on the overall performance of the Philippine economy and its equity market. It's well suited for investors with a higher risk tolerance looking for targeted emerging market exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI Index Fact Sheet
- Financial news providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Philippines ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large-, mid- and small-capitalization segments of the equity market in the Philippines. The fund is non-diversified.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.