IYLD vs EPHE
Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and ISHARES MSCI PHILIPPINES ETF (EPHE, ETF).
5-Year PerformanceIYLD has outperformed EPHE, delivering a return of +3.2% compared to -3.4%
IYLD vs EPHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IYLD vs EPHE - Historical Returns
Returns include dividend reinvestment.
IYLD vs EPHE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IYLD | EPHE |
|---|---|---|
| 2026 | +3.83% | -3.83% |
| 2025 | +15.02% | +0.46% |
| 2024 | +3.69% | -1.65% |
| 2023 | +12.27% | -0.07% |
| 2022 | -16.22% | -14.92% |
| 2021 | +3.72% | -2.43% |
| 2020 | -1.66% | -3.77% |
| 2019 | +15.57% | +6.10% |
| 2018 | -4.67% | -18.15% |
| 2017 | +10.40% | +20.24% |
| 2016 | +10.26% | -2.25% |
| 2015 | -4.94% | -10.64% |
| 2014 | +10.28% | +24.29% |
| 2013 | -0.31% | -9.10% |
| 2012 | +9.00% | +45.22% |
| 2011 | N/A | -5.22% |
| 2010 | N/A | +0.02% |
IYLD vs EPHE Drawdown Comparison
The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The maximum drawdown for EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current IYLD drawdown is -1.20%. The current EPHE drawdown is -35.42%.
| Rank | IYLD | EPHE |
|---|---|---|
| #1 | -30.23% Feb 20, 2020 - Sep 2, 2021 | -53.82% Apr 10, 2015 - Mar 18, 2020 |
| #2 | -22.58% Sep 15, 2021 - Apr 29, 2025 | -31.78% May 15, 2013 - Apr 2, 2015 |
| #3 | -11.74% Apr 27, 2015 - Jun 8, 2016 | -22.95% Nov 4, 2010 - Feb 3, 2012 |
| #4 | -11.06% May 2, 2013 - Apr 8, 2014 | -10.93% May 3, 2012 - Jul 2, 2012 |
| #5 | -7.04% Jan 26, 2018 - Jan 31, 2019 | -7.07% Jul 3, 2012 - Sep 14, 2012 |
| #6 | -5.20% Sep 7, 2016 - Feb 21, 2017 | -6.88% Mar 11, 2013 - Mar 27, 2013 |
| #7 | -4.63% Feb 25, 2026 - Mar 27, 2026 | -4.29% Mar 19, 2012 - Apr 17, 2012 |
| #8 | -3.81% Aug 29, 2014 - Feb 3, 2015 | -4.04% Feb 22, 2012 - Mar 2, 2012 |
| #9 | -2.86% Feb 25, 2015 - Apr 15, 2015 | -3.99% Dec 11, 2012 - Jan 2, 2013 |
| #10 | -2.59% Jul 24, 2019 - Sep 20, 2019 | -3.60% Mar 28, 2013 - Apr 22, 2013 |
| #11 | -2.41% Oct 17, 2012 - Dec 5, 2012 | -3.40% Oct 7, 2010 - Oct 25, 2010 |
| #12 | -2.38% Apr 23, 2019 - Jun 18, 2019 | -2.74% Mar 5, 2012 - Mar 8, 2012 |
| #13 | -2.34% Jun 8, 2016 - Jun 30, 2016 | -2.71% Feb 8, 2012 - Feb 22, 2012 |
| #14 | -2.00% Oct 17, 2017 - Dec 8, 2017 | -2.61% Oct 17, 2012 - Nov 6, 2012 |
| #15 | -1.98% Jul 23, 2014 - Aug 19, 2014 | -2.50% Sep 14, 2012 - Oct 2, 2012 |
Correlation
Correlation between IYLD and EPHE 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)
IYLD vs EPHE dividend yield comparison.
| Year | IYLD | EPHE |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 4.72% | 2.11% |
| 2024 | 5.32% | 2.32% |
| 2023 | 5.76% | 2.01% |
| 2022 | 5.45% | 1.73% |
| 2021 | 3.47% | 1.05% |
| 2020 | 4.38% | 0.72% |
| 2019 | 5.25% | 0.78% |
| 2018 | 5.78% | 0.45% |
| 2017 | 4.22% | 0.36% |
| 2016 | 4.84% | 0.71% |
| 2015 | 5.26% | 1.03% |
| 2014 | 6.33% | 0.97% |
| 2013 | 6.29% | 1.05% |
| 2012 | 3.89% | 0.77% |
| 2011 | 0.00% | 1.06% |
| 2010 | 0.00% | 0.06% |
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