EPHE vs VOO
iShares MSCI Philippines ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPHE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $135M | $979.0B | |
| Dividend Yield | 2.78% | 1.09% | |
| Holdings | 37 | 509 | |
| YTD Return | +3.77% | +13.44% | |
| 1Y Return | +1.05% | +22.62% | |
| 3Y Return (annualized) | +3.51% | +21.47% | |
| 5Y Return (annualized) | -0.28% | +13.27% | |
| Volatility (annualized) | 19.8% | 14.1% | |
| Max Drawdown | -55.8% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2010 | Sep 7, 2010 |
EPHE vs VOO Performance
iShares MSCI Philippines ETF (EPHE) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPHE returned +1.05% while VOO returned +22.62%. Year to date, EPHE is up 3.77% versus a gain of 13.44% for VOO.
Over three years, EPHE compounded at +3.51% per year against +21.47% for VOO; over five years the annualized figures are -0.28% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +0.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPHE has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -55.8% for EPHE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPHE charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EPHE currently yields 2.78% against 1.09% for VOO.
Holdings Overlap
EPHE and VOO share 0 holdings out of 540 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPHE or VOO?
EPHE has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, EPHE or VOO?
Over the past year EPHE returned +1.05% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EPHE annualized +0.90% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EPHE or VOO?
EPHE has been the more volatile fund at 19.8% annualized versus 14.1% for VOO. Worst drawdown: EPHE -55.8% vs VOO -34.3%.
Should I hold both EPHE and VOO?
EPHE and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPHE and VOO?
EPHE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 540 unique securities.
Which pays a higher dividend, EPHE or VOO?
EPHE yields 2.78% while VOO yields 1.09%, so EPHE currently pays the higher dividend yield.
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