Guinness Atkinson China And Hong Kong Fund (ICHKX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICHKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICHKX
ICHKX charges 1.71% annually. There are 18 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | ICHKX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | ICHKX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | ICHKX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | ICHKX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | ICHKX vs CHILX |
Best Risk-Adjusted Alternatives to ICHKX
ICHKX has a PortfoliosLab risk / return rank of 7. There are 16 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 86 | — | Oct 2018 | ICHKX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 86 | — | May 2008 | ICHKX vs FHKIX | |
| Fidelity China Region Fund | 85 | — | Nov 1995 | ICHKX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 85 | — | May 2008 | ICHKX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 85 | — | May 2008 | ICHKX vs FHKTX |
Top Performing ICHKX Alternatives (YTD)
ICHKX is at -5.17% YTD. There are 17 mutual funds in the China Equities category with higher YTD returns, going as high as 30.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 30.94% | — | May 2011 | ICHKX vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 29.08% | — | Oct 2018 | ICHKX vs FIQFX | |
| Fidelity China Region Fund | 29.00% | — | Nov 1995 | ICHKX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 28.98% | — | May 2008 | ICHKX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 28.78% | — | May 2008 | ICHKX vs FHKAX |
Lowest Volatility Alternatives to ICHKX
ICHKX has 16.91% 1-year volatility. No mutual funds in the China Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 18.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baillie Gifford China Equities Fund | 18.72% | — | Jul 2021 | ICHKX vs BGCBX | |
| Eaton Vance Greater China Growth Fund | 19.06% | — | Oct 1992 | ICHKX vs EVCGX | |
| Goldman Sachs China Equity Fund | 19.44% | — | Jul 1994 | ICHKX vs GSAGX | |
| BlackRock China A Opportunities Fund | 19.72% | — | Dec 2018 | ICHKX vs CHILX | |
| AB All China Equity Portfolio | 19.80% | — | Jul 2018 | ICHKX vs ACEYX |
Lowest Drawdown Alternatives to ICHKX
ICHKX has a 1-year max drawdown of -18.33%. There are 16 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.65%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.65% | — | Dec 2018 | ICHKX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | ICHKX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | ICHKX vs FIQFX | |
| Fidelity China Region Fund | -10.80% | — | Nov 1995 | ICHKX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -10.80% | — | May 2008 | ICHKX vs FHKIX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include IWIRX, GAAEX, GAGEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 19 | 6.12% | — | Dec 1998 | ICHKX vs IWIRX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 19 | 8.82% | — | Mar 2006 | ICHKX vs GAAEX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 71 | 29.54% | — | Jun 2004 | ICHKX vs GAGEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 40 | 13.53% | — | Apr 1996 | ICHKX vs IASMX |
Often Compared With ICHKX
Investors most often compare ICHKX with QQQ, VOO, TDF. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ICHKX with Any Fund or Stock
Compare ICHKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICHKX with funds that move differently
Guinness Atkinson China And Hong Kong Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICHKX.
Explore ICHKX Diversifiers