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Upturn AI SWOT - About
iShares MSCI Philippines ETF (EPHE)
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Upturn Advisory Summary
10/24/2025: EPHE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.25% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 the MSCI Philippines Investable Market Index, a benchmark of Philippine equities. It offers targeted exposure to the Philippine stock market, primarily focusing on large and mid-cap companies across various sectors.
Reputation and Reliability
iShares is a well-established ETF provider with a strong reputation and a long track record of managing ETFs effectively.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in investment management, which is a significant advantage.
Investment Objective
Goal
The ETF aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Philippines Investable Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, tracking the MSCI Philippines Investable Market Index.
Composition The ETF primarily holds stocks of Philippine companies across various sectors.
Market Position
Market Share: Data Unavailable. iShares MSCI Philippines ETF holds a large market share for ETFs targeting specifically Philippines.
Total Net Assets (AUM): 268900000
Competitors
Key Competitors
Competitive Landscape
Due to the specific focus on the Philippines market, there are limited direct competitors. EPHE's advantages include iShares' brand recognition and established tracking methodology. A disadvantage is its concentrated geographic exposure which can make it more volatile.
Financial Performance
Historical Performance: Data Unavailable.
Benchmark Comparison: Data Unavailable.
Expense Ratio: 0.61
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, typically sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading, which is usually relatively tight, ensuring cost-effective transactions.
Market Dynamics
Market Environment Factors
Economic indicators of the Philippines, such as GDP growth, inflation, and interest rates, influence the ETF's performance. Sector growth prospects within the Philippines and global market conditions also play a role.
Growth Trajectory
The ETF's growth trajectory is linked to the overall performance of the Philippine stock market. Changes in its holdings reflect adjustments within the MSCI Philippines Investable Market Index.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Philippines ETF's primary advantage is its targeted exposure to the Philippine equity market, offering investors a convenient way to participate in the growth of the Philippine economy. Its affiliation with iShares provides credibility and reliability. However, its narrow focus limits diversification and exposes it to specific country risks. The ETF benefits from iShares' established trading infrastructure and economies of scale.
Risk Analysis
Volatility
The ETF's volatility is influenced by the inherent volatility of the Philippine stock market.
Market Risk
The primary risks include political and economic instability in the Philippines, currency fluctuations, and regulatory changes that could affect the Philippine economy and stock market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the Philippine equity market and is willing to accept the associated risks of investing in a single emerging market.
Market Risk
The ETF is more suitable for long-term investors with a higher risk tolerance rather than for active traders seeking short-term gains.
Summary
The iShares MSCI Philippines ETF (EPHE) offers targeted exposure to the Philippine stock market, tracking the MSCI Philippines Investable Market Index. It provides a convenient way for investors to participate in the growth of the Philippine economy. However, it comes with risks associated with investing in a single emerging market, including political and economic instability. Investors should consider their risk tolerance and investment horizon when evaluating this ETF. The ETF is managed by BlackRock's iShares, a reputable provider of ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Various Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified 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.
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