EPHE vs IYLD
Comparison between ISHARES MSCI PHILIPPINES ETF (EPHE, ETF) and ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF).
5-Year PerformanceIYLD has outperformed EPHE, delivering a return of +3.2% compared to -3.4%
EPHE vs IYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPHE vs IYLD - Historical Returns
Returns include dividend reinvestment.
EPHE vs IYLD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EPHE | IYLD |
|---|---|---|
| 2026 | -3.83% | +3.83% |
| 2025 | +0.46% | +15.02% |
| 2024 | -1.65% | +3.69% |
| 2023 | -0.07% | +12.27% |
| 2022 | -14.92% | -16.22% |
| 2021 | -2.43% | +3.72% |
| 2020 | -3.77% | -1.66% |
| 2019 | +6.10% | +15.57% |
| 2018 | -18.15% | -4.67% |
| 2017 | +20.24% | +10.40% |
| 2016 | -2.25% | +10.26% |
| 2015 | -10.64% | -4.94% |
| 2014 | +24.29% | +10.28% |
| 2013 | -9.10% | -0.31% |
| 2012 | +45.22% | +9.00% |
| 2011 | -5.22% | N/A |
| 2010 | +0.02% | N/A |
EPHE vs IYLD 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 IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The current EPHE drawdown is -35.42%. The current IYLD drawdown is -1.20%.
| Rank | EPHE | IYLD |
|---|---|---|
| #1 | -53.82% Apr 10, 2015 - Mar 18, 2020 | -30.23% Feb 20, 2020 - Sep 2, 2021 |
| #2 | -31.78% May 15, 2013 - Apr 2, 2015 | -22.58% Sep 15, 2021 - Apr 29, 2025 |
| #3 | -22.95% Nov 4, 2010 - Feb 3, 2012 | -11.74% Apr 27, 2015 - Jun 8, 2016 |
| #4 | -10.93% May 3, 2012 - Jul 2, 2012 | -11.06% May 2, 2013 - Apr 8, 2014 |
| #5 | -7.07% Jul 3, 2012 - Sep 14, 2012 | -7.04% Jan 26, 2018 - Jan 31, 2019 |
| #6 | -6.88% Mar 11, 2013 - Mar 27, 2013 | -5.20% Sep 7, 2016 - Feb 21, 2017 |
| #7 | -4.29% Mar 19, 2012 - Apr 17, 2012 | -4.63% Feb 25, 2026 - Mar 27, 2026 |
| #8 | -4.04% Feb 22, 2012 - Mar 2, 2012 | -3.81% Aug 29, 2014 - Feb 3, 2015 |
| #9 | -3.99% Dec 11, 2012 - Jan 2, 2013 | -2.86% Feb 25, 2015 - Apr 15, 2015 |
| #10 | -3.60% Mar 28, 2013 - Apr 22, 2013 | -2.59% Jul 24, 2019 - Sep 20, 2019 |
| #11 | -3.40% Oct 7, 2010 - Oct 25, 2010 | -2.41% Oct 17, 2012 - Dec 5, 2012 |
| #12 | -2.74% Mar 5, 2012 - Mar 8, 2012 | -2.38% Apr 23, 2019 - Jun 18, 2019 |
| #13 | -2.71% Feb 8, 2012 - Feb 22, 2012 | -2.34% Jun 8, 2016 - Jun 30, 2016 |
| #14 | -2.61% Oct 17, 2012 - Nov 6, 2012 | -2.00% Oct 17, 2017 - Dec 8, 2017 |
| #15 | -2.50% Sep 14, 2012 - Oct 2, 2012 | -1.98% Jul 23, 2014 - Aug 19, 2014 |
Correlation
Correlation between EPHE and IYLD is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2010 - 2026)
EPHE vs IYLD dividend yield comparison.
| Year | EPHE | IYLD |
|---|---|---|
| 2026 | 0.00% | 1.49% |
| 2025 | 2.11% | 4.72% |
| 2024 | 2.32% | 5.32% |
| 2023 | 2.01% | 5.76% |
| 2022 | 1.73% | 5.45% |
| 2021 | 1.05% | 3.47% |
| 2020 | 0.72% | 4.38% |
| 2019 | 0.78% | 5.25% |
| 2018 | 0.45% | 5.78% |
| 2017 | 0.36% | 4.22% |
| 2016 | 0.71% | 4.84% |
| 2015 | 1.03% | 5.26% |
| 2014 | 0.97% | 6.33% |
| 2013 | 1.05% | 6.29% |
| 2012 | 0.77% | 3.89% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.06% | 0.00% |
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