EPHE vs GOEX

Comparison between ISHARES MSCI PHILIPPINES ETF (EPHE, ETF) and GLOBAL X GOLD EXPLORERS ETF (GOEX, ETF).

5-Year PerformanceGOEX has outperformed EPHE, delivering a return of +19.4% compared to -1.8%

EPHE vs GOEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPHE(ETF)	GOEX(ETF)
Net Assets	$128M	$128M
Expense Ratio	0.59%	0.65%
Max Drawdown	55.83%	90.62%
Sharpe Ratio	-0.59	1.07
5Y Beta	0.49	0.83
5Y Dividends CAGR	17.48%	12.41%

Net Assets

Winner

EPHE

$128M

GOEX

$128M

Expense Ratio

Winner

EPHE

0.59%

GOEX

0.65%

Max Drawdown

Winner

EPHE

55.83%

GOEX

90.62%

Sharpe Ratio

EPHE

-0.59

Winner

GOEX

1.07

5Y Beta

Winner

EPHE

0.49

GOEX

0.83

5Y Dividends CAGR

Winner

EPHE

17.48%

GOEX

12.41%

EPHE vs GOEX - Historical Returns

Returns include dividend reinvestment.

Period	EPHE	GOEX
1 month	+8.03%	-5.32%
3 months	+7.90%	-10.96%
6 months	+7.54%	-0.20%
1 year	-1.90%	+67.43%
5 years(CAGR)	-1.85%	+19.36%
10 years(CAGR)	-2.37%	+12.91%
Max(CAGR)	+1.51%	+0.74%

Winner

EPHE

+8.03%

GOEX

-5.32%

Winner

EPHE

+7.90%

GOEX

-10.96%

Winner

EPHE

+7.54%

GOEX

-0.20%

EPHE

-1.90%

Winner

GOEX

+67.43%

5Y(CAGR)

EPHE

-1.85%

Winner

GOEX

+19.36%

10Y(CAGR)

EPHE

-2.37%

Winner

GOEX

+12.91%

Max(CAGR)

Winner

EPHE

+1.51%

GOEX

+0.74%

EPHE vs GOEX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPHE	GOEX
2026	+5.22%	-2.79%
2025	+0.46%	+166.88%
2024	-1.65%	+21.66%
2023	-0.07%	-1.01%
2022	-14.92%	-13.34%
2021	-2.43%	-20.10%
2020	-3.77%	+35.15%
2019	+6.10%	+35.28%
2018	-18.15%	-16.42%
2017	+20.24%	+9.64%
2016	-2.25%	+72.97%
2015	-10.64%	-12.97%
2014	+24.29%	-12.18%
2013	-9.10%	-63.77%
2012	+45.22%	-31.44%
2011	-5.22%	-41.71%
2010	+0.02%	+14.53%

EPHE vs GOEX 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 GOEX was -88.82%, occurring on Jul 23, 2015. Recovery took 3697 trading sessions.

The current EPHE drawdown is -29.34%. The current GOEX drawdown is -28.84%.

Rank	EPHE	GOEX
#1	-53.82% Apr 10, 2015 - Mar 18, 2020	-88.82% Apr 8, 2011 - Dec 19, 2025
#2	-31.78% May 15, 2013 - Apr 2, 2015	-39.64% Mar 2, 2026 - Jun 10, 2026
#3	-22.95% Nov 4, 2010 - Feb 3, 2012	-19.44% Jan 28, 2026 - Feb 26, 2026
#4	-10.93% May 3, 2012 - Jul 2, 2012	-15.09% Dec 31, 2010 - Apr 8, 2011
#5	-7.07% Jul 3, 2012 - Sep 14, 2012	-10.10% Nov 8, 2010 - Nov 30, 2010
#6	-6.88% Mar 11, 2013 - Mar 27, 2013	-7.40% Dec 26, 2025 - Jan 6, 2026
#7	-4.29% Mar 19, 2012 - Apr 17, 2012	-5.20% Dec 6, 2010 - Dec 28, 2010
#8	-4.04% Feb 22, 2012 - Mar 2, 2012	-1.91% Jan 6, 2026 - Jan 12, 2026
#9	-3.99% Dec 11, 2012 - Jan 2, 2013	-1.65% Dec 23, 2025 - Dec 26, 2025
#10	-3.60% Mar 28, 2013 - Apr 22, 2013	-1.64% Dec 28, 2010 - Dec 31, 2010
#11	-3.40% Oct 7, 2010 - Oct 25, 2010	-1.24% Jan 20, 2026 - Jan 22, 2026
#12	-2.74% Mar 5, 2012 - Mar 8, 2012	-0.59% Jan 15, 2026 - Jan 20, 2026
#13	-2.71% Feb 8, 2012 - Feb 22, 2012	N/A
#14	-2.61% Oct 17, 2012 - Nov 6, 2012	N/A
#15	-2.50% Sep 14, 2012 - Oct 2, 2012	N/A

Correlation

Correlation between EPHE and GOEX is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101

Dividend Comparison (2010 - 2026)

EPHE vs GOEX dividend yield comparison.

Year	EPHE	GOEX
2026	1.83%	0.00%
2025	2.11%	2.08%
2024	2.32%	2.46%
2023	2.01%	0.05%
2022	1.73%	1.04%
2021	1.05%	2.35%
2020	0.72%	2.62%
2019	0.78%	1.60%
2018	0.45%	0.00%
2017	0.36%	0.00%
2016	0.71%	38.91%
2015	1.03%	11.70%
2014	0.97%	0.13%
2013	1.05%	0.00%
2012	0.77%	4.92%
2011	1.06%	2.36%
2010	0.06%	0.00%