EPHE vs PSCH

Comparison between ISHARES MSCI PHILIPPINES ETF (EPHE, ETF) and INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF).

5-Year PerformanceEPHE has outperformed PSCH, delivering a return of -3.4% compared to -5.3%

EPHE vs PSCH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPHE(ETF)	PSCH(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.59%	0.29%
Max Drawdown	55.83%	47.32%
Sharpe Ratio	-0.67	0.50
5Y Beta	0.50	0.93
P/E Ratio	N/A	-51.40
Forward P/E	N/A	17.30
5Y Dividends CAGR	22.85%	N/A
5Y EPS CAGR	N/A	4.78%
Debt to Equity	N/A	-243.43%
P/S Ratio	N/A	1.27
P/B Ratio	N/A	2.73

Net Assets

EPHE

$129M

Winner

PSCH

$129M

Expense Ratio

EPHE

0.59%

Winner

PSCH

0.29%

Max Drawdown

EPHE

55.83%

Winner

PSCH

47.32%

Sharpe Ratio

EPHE

-0.67

Winner

PSCH

0.50

5Y Beta

Winner

EPHE

0.50

PSCH

0.93

P/E Ratio

EPHE

N/A

PSCH

-51.40

Forward P/E

EPHE

N/A

PSCH

17.30

5Y Dividends CAGR

EPHE

22.85%

PSCH

N/A

5Y EPS CAGR

EPHE

N/A

PSCH

4.78%

Debt to Equity

EPHE

N/A

PSCH

-243.43%

P/S Ratio

EPHE

N/A

PSCH

1.27

P/B Ratio

EPHE

N/A

PSCH

2.73

EPHE vs PSCH - Historical Returns

Returns include dividend reinvestment.

Period	EPHE	PSCH
1 month	-0.37%	+1.48%
3 months	-6.89%	+8.61%
6 months	-0.84%	+0.87%
1 year	-11.25%	+12.15%
5 years(CAGR)	-3.36%	-5.32%
10 years(CAGR)	-3.51%	+6.92%
Max(CAGR)	+0.93%	+11.54%

EPHE

-0.37%

Winner

PSCH

+1.48%

EPHE

-6.89%

Winner

PSCH

+8.61%

EPHE

-0.84%

Winner

PSCH

+0.87%

EPHE

-11.25%

Winner

PSCH

+12.15%

5Y(CAGR)

Winner

EPHE

-3.36%

PSCH

-5.32%

10Y(CAGR)

EPHE

-3.51%

Winner

PSCH

+6.92%

Max(CAGR)

EPHE

+0.93%

Winner

PSCH

+11.54%

EPHE vs PSCH - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPHE	PSCH
2026	-3.83%	+4.43%
2025	+0.46%	-1.02%
2024	-1.65%	+3.82%
2023	-0.07%	-2.36%
2022	-14.92%	-25.52%
2021	-2.43%	+5.45%
2020	-3.77%	+32.12%
2019	+6.10%	+20.46%
2018	-18.15%	+8.30%
2017	+20.24%	+33.77%
2016	-2.25%	+5.04%
2015	-10.64%	+21.58%
2014	+24.29%	+11.96%
2013	-9.10%	+52.69%
2012	+45.22%	+12.51%
2011	-5.22%	+11.60%
2010	+0.02%	+13.10%

EPHE vs PSCH 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 PSCH was -46.34%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current EPHE drawdown is -35.42%. The current PSCH drawdown is -29.14%.

Rank	EPHE	PSCH
#1	-53.82% Apr 10, 2015 - Mar 18, 2020	-46.34% Jun 25, 2021 - Oct 27, 2023
#2	-31.78% May 15, 2013 - Apr 2, 2015	-38.90% Aug 31, 2018 - Nov 9, 2020
#3	-22.95% Nov 4, 2010 - Feb 3, 2012	-24.93% Jul 7, 2011 - Feb 27, 2012
#4	-10.93% May 3, 2012 - Jul 2, 2012	-22.45% Aug 5, 2015 - Sep 7, 2016
#5	-7.07% Jul 3, 2012 - Sep 14, 2012	-17.32% Sep 22, 2016 - Feb 14, 2017
#6	-6.88% Mar 11, 2013 - Mar 27, 2013	-14.24% Apr 29, 2010 - Oct 18, 2010
#7	-4.29% Mar 19, 2012 - Apr 17, 2012	-12.34% Sep 18, 2012 - Jan 25, 2013
#8	-4.04% Feb 22, 2012 - Mar 2, 2012	-11.39% Feb 11, 2021 - Jun 25, 2021
#9	-3.99% Dec 11, 2012 - Jan 2, 2013	-10.22% Jan 22, 2014 - Jul 1, 2014
#10	-3.60% Mar 28, 2013 - Apr 22, 2013	-9.58% Jan 29, 2018 - Mar 7, 2018
#11	-3.40% Oct 7, 2010 - Oct 25, 2010	-9.11% Apr 2, 2012 - Jun 29, 2012
#12	-2.74% Mar 5, 2012 - Mar 8, 2012	-7.29% Jul 9, 2012 - Sep 4, 2012
#13	-2.71% Feb 8, 2012 - Feb 22, 2012	-7.23% May 31, 2011 - Jul 7, 2011
#14	-2.61% Oct 17, 2012 - Nov 6, 2012	-6.85% Jul 3, 2014 - Oct 28, 2014
#15	-2.50% Sep 14, 2012 - Oct 2, 2012	-6.53% Apr 24, 2015 - Jun 10, 2015

Correlation

Correlation between EPHE and PSCH is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2010 - 2026)

EPHE vs PSCH dividend yield comparison.

Year	EPHE	PSCH
2026	0.00%	0.00%
2025	2.11%	0.04%
2024	2.32%	0.27%
2023	2.01%	0.01%
2022	1.73%	2.27%
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%	0.03%
2015	1.03%	0.00%
2014	0.97%	2.50%
2013	1.05%	0.03%
2012	0.77%	0.48%
2011	1.06%	0.91%
2010	0.06%	0.26%