iShares MSCI Philippines ETF

iShares MSCI Philippines ETF

About

iShares MSCI Philippines ETF (US46429B4086) is a US-listed equity ETF tracking the MSCI Philippines IMI 25/50 Index (USD) (Net). With a expense ratio of 0.59%, its costs are on the higher end for an ETF, paying distributions. The fund holds 39 positions across 1 region with 134M in assets, with heavy concentration — 89% in Philippines, 38% in Industrials.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.4 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 1.4
Liquidity (25%) 6.0 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker EPHE
ISIN
Fund Size $133.8M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Sep 2010
Base Currency USD
Index MSCI Philippines IMI 25/50 Index (USD) (Net)
Asset Class Equities

Costs

7.4
This fund has moderate costs compared to similar ETFs.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.59%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year -11.20%
3 Years -0.45%
5 Years -3.14%
10 Years -3.16%
YTD -3.92%
Since Inception +0.84%

Holdings

This fund invests into 39 individual investments.
#1
International Container Terminal Services Inc
24.99%
#2
BDO Unibank Inc
10.40%
#3
SM Prime Holdings Inc
5.98%
#4
Bank of the Philippine Islands
4.92%
#5
SM Investments Corp
4.61%
#6
Metropolitan Bank & Trust Co
4.21%
#7
Manila Electric Co
4.17%
#8
PLDT Inc
3.13%
#9
Jollibee Foods Corp
2.44%
#10
ABOITIZ EQUITY VENTURES PHP1 INC
2.36%
View all holdings (39)
# Holding Ticker Weight
1 International Container Terminal Services Inc ICT 2499.19%
2 BDO Unibank Inc BDO 1040.18%
3 SM Prime Holdings Inc SMPH 598.08%
4 Bank of the Philippine Islands BPI 491.92%
5 SM Investments Corp SM 460.57%
6 Metropolitan Bank & Trust Co MBT 420.88%
7 Manila Electric Co MER 417.08%
8 PLDT Inc TEL 313.24%
9 Jollibee Foods Corp JFC 244.13%
10 ABOITIZ EQUITY VENTURES PHP1 INC AEV 235.81%
11 Puregold Price Club Inc PGOLD 213.88%
12 SYNERGY GRID AND DEVELOPMENT PHILS SGP 213.44%
13 GT Capital Holdings Inc GTCAP 192.67%
14 MAYNILAD WATER SERVICES INC MYNLD 187.56%
15 Manila Water Co Inc MWC 178.51%
16 Century Pacific Food Inc CNPF 175.69%
17 Ayala Corp AC 173.97%
18 JG Summit Holdings Inc JGS 169.28%
19 LT Group Inc LTG 168.79%
20 Monde Nissin Corp MONDE 147.09%
21 ALLIANCE GLOBAL GROUP INC AGI 144.25%
22 Ayala Land Inc ALI 135.38%
23 Megaworld Corp MEG 125.47%
24 Universal Robina Corp URC 123.87%
25 DMCI Holdings Inc DMC 123.06%
26 Semirara Mining & Power Corp SCC 121.62%
27 PHIL NATIONAL BANK PNB 115.07%
28 Converge Information and Communications Technology Solutions Inc CNVRG 113.23%
29 APEX MINING CLASS A INC APX 93.76%
30 DIGIPLUS INTERACTIVE CORP PLUS 92.57%
31 RL Commercial REIT Inc RCR 80.07%
32 AREIT Inc AREIT 53.80%
33 Robinsons Land Corp RLC 53.48%
34 ACEN Corp ACEN 52.85%
35 PHP CASH PHP 22.16%
36 BLK CSH FND TREASURY SL AGENCY XTSLA 8.52%
37 CASH COLLATERAL USD HBCFT HBCFT 1.28%
38 MSCI EMER MKT INDEX (ICE) SEP 26 MESU6 0.00%
39 USD CASH USD -2.39%

Sectors

Allocation by industry sector.
 
Sector Weight
Industrials 3788.00%
Financials 1953.00%
Unknown 1112.00%
Real Estate 1046.00%
Consumer Staples 661.00%
Utilities 648.00%
Communication Services 426.00%
Consumer Discretionary 244.00%
Energy 122.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
Philippines 8888.00%
UNKNOWN 1112.00%
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