GOEX vs EPHE

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

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

GOEX vs EPHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

GOEX

$128M

Winner

EPHE

$128M

Expense Ratio

GOEX

0.65%

Winner

EPHE

0.59%

Max Drawdown

GOEX

90.62%

Winner

EPHE

55.83%

Sharpe Ratio

Winner

GOEX

1.07

EPHE

-0.59

5Y Beta

GOEX

0.83

Winner

EPHE

0.49

5Y Dividends CAGR

GOEX

12.41%

Winner

EPHE

17.48%

GOEX vs EPHE - Historical Returns

Returns include dividend reinvestment.

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

GOEX

-5.32%

Winner

EPHE

+8.03%

GOEX

-10.96%

Winner

EPHE

+7.90%

GOEX

-0.20%

Winner

EPHE

+7.54%

Winner

GOEX

+67.43%

EPHE

-1.90%

5Y(CAGR)

Winner

GOEX

+19.36%

EPHE

-1.85%

10Y(CAGR)

Winner

GOEX

+12.91%

EPHE

-2.37%

Max(CAGR)

GOEX

+0.74%

Winner

EPHE

+1.51%

GOEX vs EPHE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

GOEX vs EPHE Drawdown Comparison

The maximum drawdown for GOEX was -88.82%, occurring on Jul 23, 2015. Recovery took 3697 trading sessions.

The maximum drawdown for EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

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

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

Correlation

Correlation between GOEX and EPHE 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)

GOEX vs EPHE dividend yield comparison.

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