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EPHE
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iShares MSCI Philippines ETF (EPHE)

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$26.28
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/14/2025: EPHE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares MSCI Philippines ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF provider with a long track record in the market.

reliability logo Management Expertise

iShares benefits from BlackRock's extensive investment management expertise and global resources.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.