EPHE vs LEGR

Comparison between ISHARES MSCI PHILIPPINES ETF (EPHE, ETF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF).

5-Year PerformanceLEGR has outperformed EPHE, delivering a return of +11.1% compared to -3.4%

EPHE vs LEGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPHE(ETF)	LEGR(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.59%	0.65%
Max Drawdown	55.83%	36.12%
Sharpe Ratio	-0.67	1.48
5Y Beta	0.50	0.78
P/E Ratio	N/A	22.56
Forward P/E	N/A	17.76
PEG Ratio	N/A	0.54
5Y Dividends CAGR	22.85%	26.41%
5Y EPS CAGR	N/A	15.95%
P/S Ratio	N/A	0.24
P/B Ratio	N/A	3.29

Net Assets

EPHE

$129M

LEGR

$129M

Expense Ratio

Winner

EPHE

0.59%

LEGR

0.65%

Max Drawdown

EPHE

55.83%

Winner

LEGR

36.12%

Sharpe Ratio

EPHE

-0.67

Winner

LEGR

1.48

5Y Beta

Winner

EPHE

0.50

LEGR

0.78

P/E Ratio

EPHE

N/A

LEGR

22.56

Forward P/E

EPHE

N/A

LEGR

17.76

PEG Ratio

EPHE

N/A

LEGR

0.54

5Y Dividends CAGR

EPHE

22.85%

Winner

LEGR

26.41%

5Y EPS CAGR

EPHE

N/A

LEGR

15.95%

P/S Ratio

EPHE

N/A

LEGR

0.24

P/B Ratio

EPHE

N/A

LEGR

3.29

EPHE vs LEGR - Historical Returns

Returns include dividend reinvestment.

Period	EPHE	LEGR
1 month	-0.37%	+2.44%
3 months	-6.89%	+9.24%
6 months	-0.84%	+10.96%
1 year	-11.25%	+25.86%
5 years(CAGR)	-3.36%	+11.05%
10 years(CAGR)	-3.51%	+11.74%
Max(CAGR)	+0.93%	+11.74%

EPHE

-0.37%

Winner

LEGR

+2.44%

EPHE

-6.89%

Winner

LEGR

+9.24%

EPHE

-0.84%

Winner

LEGR

+10.96%

EPHE

-11.25%

Winner

LEGR

+25.86%

5Y(CAGR)

EPHE

-3.36%

Winner

LEGR

+11.05%

10Y(CAGR)

EPHE

-3.51%

Winner

LEGR

+11.74%

Max(CAGR)

EPHE

+0.93%

Winner

LEGR

+11.74%

EPHE vs LEGR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPHE	LEGR
2026	-3.83%	+7.22%
2025	+0.46%	+31.26%
2024	-1.65%	+17.51%
2023	-0.07%	+20.55%
2022	-14.92%	-20.19%
2021	-2.43%	+18.02%
2020	-3.77%	+16.98%
2019	+6.10%	+27.74%
2018	-18.15%	-14.10%
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 LEGR 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 LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The current EPHE drawdown is -35.42%. The current LEGR drawdown is -4.75%.

Rank	EPHE	LEGR
#1	-53.82% Apr 10, 2015 - Mar 18, 2020	-36.12% Feb 12, 2020 - Nov 9, 2020
#2	-31.78% May 15, 2013 - Apr 2, 2015	-31.46% Jan 12, 2022 - Mar 7, 2024
#3	-22.95% Nov 4, 2010 - Feb 3, 2012	-19.98% Sep 25, 2018 - Apr 17, 2019
#4	-10.93% May 3, 2012 - Jul 2, 2012	-14.25% Feb 18, 2025 - May 8, 2025
#5	-7.07% Jul 3, 2012 - Sep 14, 2012	-11.20% Jan 29, 2018 - Aug 29, 2018
#6	-6.88% Mar 11, 2013 - Mar 27, 2013	-10.39% Jan 29, 2026 - Apr 17, 2026
#7	-4.29% Mar 19, 2012 - Apr 17, 2012	-8.58% Jul 24, 2019 - Nov 5, 2019
#8	-4.04% Feb 22, 2012 - Mar 2, 2012	-7.78% Apr 29, 2019 - Jul 3, 2019
#9	-3.99% Dec 11, 2012 - Jan 2, 2013	-7.24% Jul 12, 2024 - Aug 23, 2024
#10	-3.60% Mar 28, 2013 - Apr 22, 2013	-6.42% Nov 8, 2021 - Jan 11, 2022
#11	-3.40% Oct 7, 2010 - Oct 25, 2010	-6.39% Oct 28, 2025 - Dec 19, 2025
#12	-2.74% Mar 5, 2012 - Mar 8, 2012	-5.09% Sep 3, 2021 - Oct 15, 2021
#13	-2.71% Feb 8, 2012 - Feb 22, 2012	-4.86% Apr 3, 2024 - May 6, 2024
#14	-2.61% Oct 17, 2012 - Nov 6, 2012	-4.78% Jan 21, 2021 - Feb 5, 2021
#15	-2.50% Sep 14, 2012 - Oct 2, 2012	-4.75% Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between EPHE and LEGR is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (2010 - 2026)

EPHE vs LEGR dividend yield comparison.

Year	EPHE	LEGR
2026	0.00%	0.22%
2025	2.11%	1.84%
2024	2.32%	2.40%
2023	2.01%	2.56%
2022	1.73%	2.64%
2021	1.05%	1.80%
2020	0.72%	0.95%
2019	0.78%	2.04%
2018	0.45%	1.30%
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%