EPHE vs BSSX
Comparison between ISHARES MSCI PHILIPPINES ETF (EPHE, ETF) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX, ETF).
EPHE vs BSSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPHE
$128M
Winner
BSSX
$128M
Expense Ratio
EPHE
0.59%
Winner
BSSX
0.18%
Max Drawdown
EPHE
55.83%
Winner
BSSX
11.28%
Sharpe Ratio
EPHE
-0.62
Winner
BSSX
0.99
5Y Beta
EPHE
0.49
Winner
BSSX
0.01
5Y Dividends CAGR
EPHE
22.85%
BSSX
N/A
EPHE vs BSSX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPHE
+1.46%
BSSX
+0.34%
3M
EPHE
-0.28%
Winner
BSSX
+1.00%
6M
EPHE
+1.20%
Winner
BSSX
+1.72%
1Y
EPHE
-9.19%
Winner
BSSX
+6.92%
5Y(CAGR)
EPHE
-3.01%
BSSX
N/A
10Y(CAGR)
EPHE
-2.90%
BSSX
N/A
Max(CAGR)
EPHE
+1.11%
Winner
BSSX
+4.45%
EPHE vs BSSX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EPHE | BSSX |
|---|---|---|
| 2026 | -1.19% | +1.02% |
| 2025 | +0.46% | +3.59% |
| 2024 | -1.65% | +0.25% |
| 2023 | -0.07% | +7.51% |
| 2022 | -14.92% | N/A |
| 2021 | -2.43% | N/A |
| 2020 | -3.77% | N/A |
| 2019 | +6.10% | N/A |
| 2018 | -18.15% | N/A |
| 2017 | +20.24% | N/A |
| 2016 | -2.25% | N/A |
| 2015 | -10.64% | N/A |
| 2014 | +24.29% | N/A |
| 2013 | -9.10% | N/A |
| 2012 | +45.22% | N/A |
| 2011 | -5.22% | N/A |
| 2010 | +0.02% | N/A |
EPHE vs BSSX Drawdown Comparison
The maximum drawdown for EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for BSSX was -8.12%, occurring on Apr 11, 2025. Recovery took 472 trading sessions.
The current EPHE drawdown is -33.64%. The current BSSX drawdown is -1.02%.
| Rank | EPHE | BSSX |
|---|---|---|
| #1 | -53.82% Apr 10, 2015 - Mar 18, 2020 | -8.12% Feb 22, 2024 - Jan 9, 2026 |
| #2 | -31.78% May 15, 2013 - Apr 2, 2015 | -4.25% Nov 17, 2023 - Dec 14, 2023 |
| #3 | -22.95% Nov 4, 2010 - Feb 3, 2012 | -4.04% Sep 20, 2023 - Nov 14, 2023 |
| #4 | -10.93% May 3, 2012 - Jul 2, 2012 | -3.28% Feb 26, 2026 - Mar 27, 2026 |
| #5 | -7.07% Jul 3, 2012 - Sep 14, 2012 | -1.98% Feb 1, 2024 - Feb 22, 2024 |
| #6 | -6.88% Mar 11, 2013 - Mar 27, 2013 | -1.57% Jan 12, 2024 - Feb 1, 2024 |
| #7 | -4.29% Mar 19, 2012 - Apr 17, 2012 | -0.51% Dec 29, 2023 - Jan 9, 2024 |
| #8 | -4.04% Feb 22, 2012 - Mar 2, 2012 | -0.46% Jan 9, 2024 - Jan 12, 2024 |
| #9 | -3.99% Dec 11, 2012 - Jan 2, 2013 | -0.42% Jan 14, 2026 - Feb 3, 2026 |
| #10 | -3.60% Mar 28, 2013 - Apr 22, 2013 | -0.24% Nov 14, 2023 - Nov 16, 2023 |
| #11 | -3.40% Oct 7, 2010 - Oct 25, 2010 | -0.18% Dec 15, 2023 - Dec 19, 2023 |
| #12 | -2.74% Mar 5, 2012 - Mar 8, 2012 | -0.11% Dec 21, 2023 - Dec 27, 2023 |
| #13 | -2.71% Feb 8, 2012 - Feb 22, 2012 | -0.09% Dec 27, 2023 - Dec 29, 2023 |
| #14 | -2.61% Oct 17, 2012 - Nov 6, 2012 | -0.08% Dec 19, 2023 - Dec 21, 2023 |
| #15 | -2.50% Sep 14, 2012 - Oct 2, 2012 | -0.06% Feb 11, 2026 - Feb 13, 2026 |
Correlation
Correlation between EPHE and BSSX is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2010 - 2026)
EPHE vs BSSX dividend yield comparison.
| Year | EPHE | BSSX |
|---|---|---|
| 2026 | 0.00% | 1.36% |
| 2025 | 2.11% | 3.27% |
| 2024 | 2.32% | 3.29% |
| 2023 | 2.01% | 0.95% |
| 2022 | 1.73% | 0.00% |
| 2021 | 1.05% | 0.00% |
| 2020 | 0.72% | 0.00% |
| 2019 | 0.78% | 0.00% |
| 2018 | 0.45% | 0.00% |
| 2017 | 0.36% | 0.00% |
| 2016 | 0.71% | 0.00% |
| 2015 | 1.03% | 0.00% |
| 2014 | 0.97% | 0.00% |
| 2013 | 1.05% | 0.00% |
| 2012 | 0.77% | 0.00% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.06% | 0.00% |
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