IMVP vs EPHE

Comparison between Invesco India ETF (IMVP, ETF) and ISHARES MSCI PHILIPPINES ETF (EPHE, ETF).

5-Year PerformanceIMVP has outperformed EPHE, delivering a return of +2.9% compared to -0.1%

IMVP vs EPHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMVP(ETF)	EPHE(ETF)
Net Assets	$129M	$128M
Expense Ratio	0.78%	0.59%
Max Drawdown	64.71%	55.83%
Sharpe Ratio	-1.25	-0.04
5Y Beta	0.48	0.52
5Y Dividends CAGR	83.46%	17.48%

Net Assets

Winner

IMVP

$129M

EPHE

$128M

Expense Ratio

IMVP

0.78%

Winner

EPHE

0.59%

Max Drawdown

IMVP

64.71%

Winner

EPHE

55.83%

Sharpe Ratio

IMVP

-1.25

Winner

EPHE

-0.04

5Y Beta

Winner

IMVP

0.48

EPHE

0.52

5Y Dividends CAGR

Winner

IMVP

83.46%

EPHE

17.48%

IMVP vs EPHE - Historical Returns

Returns include dividend reinvestment.

Period	IMVP	EPHE
1 month	-2.96%	+3.84%
3 months	-4.87%	+4.19%
6 months	-11.31%	-0.45%
1 year	-16.69%	+0.07%
5 years(CAGR)	+2.87%	-0.06%
10 years(CAGR)	+7.71%	-3.07%
Max(CAGR)	+3.13%	+1.39%

IMVP

-2.96%

Winner

EPHE

+3.84%

IMVP

-4.87%

Winner

EPHE

+4.19%

IMVP

-11.31%

Winner

EPHE

-0.45%

IMVP

-16.69%

Winner

EPHE

+0.07%

5Y(CAGR)

Winner

IMVP

+2.87%

EPHE

-0.06%

10Y(CAGR)

Winner

IMVP

+7.71%

EPHE

-3.07%

Max(CAGR)

Winner

IMVP

+3.13%

EPHE

+1.39%

IMVP vs EPHE - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IMVP	EPHE
2026	-16.29%	+3.36%
2025	-0.14%	+0.46%
2024	+9.49%	-1.65%
2023	+22.41%	-0.07%
2022	-10.66%	-14.92%
2021	+22.40%	-2.43%
2020	+17.01%	-3.77%
2019	+13.20%	+6.10%
2018	-7.75%	-18.15%
2017	+37.23%	+20.24%
2016	+1.93%	-2.25%
2015	-8.17%	-10.64%
2014	+25.85%	+24.29%
2013	-6.04%	-9.10%
2012	+8.90%	+45.22%
2011	-36.55%	-5.22%
2010	+13.01%	+0.02%
2009	+70.46%	N/A
2008	-51.35%	N/A

IMVP vs EPHE Drawdown Comparison

The maximum drawdown for IMVP was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.

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

The current IMVP drawdown is -23.05%. The current EPHE drawdown is -30.59%.

Rank	IMVP	EPHE
#1	-64.55% May 2, 2008 - Sep 19, 2017	-53.82% Apr 10, 2015 - Mar 18, 2020
#2	-39.62% Jan 17, 2020 - Oct 6, 2020	-31.78% May 15, 2013 - Apr 2, 2015
#3	-25.78% Sep 26, 2024 - Mar 30, 2026	-22.95% Nov 4, 2010 - Feb 3, 2012
#4	-22.98% Jan 26, 2018 - Jan 17, 2020	-10.93% May 3, 2012 - Jul 2, 2012
#5	-19.96% Jan 12, 2022 - Dec 1, 2023	-7.07% Jul 3, 2012 - Sep 14, 2012
#6	-12.85% Mar 11, 2008 - Apr 18, 2008	-6.88% Mar 11, 2013 - Mar 27, 2013
#7	-9.38% Mar 11, 2021 - May 26, 2021	-4.29% Mar 19, 2012 - Apr 17, 2012
#8	-8.76% Mar 5, 2008 - Mar 11, 2008	-4.04% Feb 22, 2012 - Mar 2, 2012
#9	-8.64% Oct 18, 2021 - Jan 11, 2022	-3.99% Dec 11, 2012 - Jan 2, 2013
#10	-7.26% Jan 20, 2021 - Feb 8, 2021	-3.60% Mar 28, 2013 - Apr 22, 2013
#11	-6.65% Sep 19, 2017 - Oct 16, 2017	-3.40% Oct 7, 2010 - Oct 25, 2010
#12	-6.19% Jun 3, 2024 - Jun 12, 2024	-2.74% Mar 5, 2012 - Mar 8, 2012
#13	-5.84% Nov 2, 2017 - Dec 20, 2017	-2.71% Feb 8, 2012 - Feb 22, 2012
#14	-4.77% Jul 31, 2024 - Sep 12, 2024	-2.61% Oct 17, 2012 - Nov 6, 2012
#15	-4.63% Oct 9, 2020 - Nov 6, 2020	-2.50% Sep 14, 2012 - Oct 2, 2012

Correlation

Correlation between IMVP and EPHE is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101

Dividend Comparison (2008 - 2026)

IMVP vs EPHE dividend yield comparison.

Year	IMVP	EPHE
2026	2.93%	1.87%
2025	7.39%	2.11%
2024	8.48%	2.32%
2023	2.08%	2.01%
2022	14.07%	1.73%
2021	6.95%	1.05%
2020	0.72%	0.72%
2019	36.35%	0.78%
2018	0.96%	0.45%
2017	1.01%	0.36%
2016	1.18%	0.71%
2015	0.61%	1.03%
2014	0.99%	0.97%
2013	0.48%	1.05%
2012	1.17%	0.77%
2011	0.00%	1.06%
2010	0.92%	0.06%
2009	0.60%	0.00%
2008	0.89%	0.00%