CHILX vs. EWJV
Compare and contrast key facts about BlackRock China A Opportunities Fund (CHILX) and iShares MSCI Japan Value ETF (EWJV).
CHILX is managed by Blackrock. It was launched on Dec 26, 2018. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHILX or EWJV.
Correlation
The correlation between CHILX and EWJV is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CHILX vs. EWJV - Performance Comparison
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Key characteristics
CHILX:
0.33
EWJV:
0.58
CHILX:
0.65
EWJV:
0.87
CHILX:
1.09
EWJV:
1.11
CHILX:
0.17
EWJV:
0.78
CHILX:
0.69
EWJV:
2.67
CHILX:
11.33%
EWJV:
4.28%
CHILX:
24.75%
EWJV:
21.35%
CHILX:
-47.73%
EWJV:
-30.05%
CHILX:
-32.07%
EWJV:
-0.72%
Returns By Period
In the year-to-date period, CHILX achieves a 2.55% return, which is significantly lower than EWJV's 10.36% return.
CHILX
2.55%
7.00%
1.09%
7.58%
2.21%
N/A
EWJV
10.36%
5.15%
11.50%
11.36%
13.30%
N/A
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CHILX vs. EWJV - Expense Ratio Comparison
CHILX has a 0.99% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
CHILX vs. EWJV — Risk-Adjusted Performance Rank
CHILX
EWJV
CHILX vs. EWJV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) and iShares MSCI Japan Value ETF (EWJV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CHILX vs. EWJV - Dividend Comparison
CHILX's dividend yield for the trailing twelve months is around 2.06%, less than EWJV's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 2.06% | 2.11% | 2.02% | 0.92% | 1.19% | 3.64% | 12.77% |
EWJV iShares MSCI Japan Value ETF | 3.71% | 4.10% | 3.32% | 2.71% | 2.46% | 1.96% | 4.29% |
Drawdowns
CHILX vs. EWJV - Drawdown Comparison
The maximum CHILX drawdown since its inception was -47.73%, which is greater than EWJV's maximum drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for CHILX and EWJV. For additional features, visit the drawdowns tool.
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Volatility
CHILX vs. EWJV - Volatility Comparison
The current volatility for BlackRock China A Opportunities Fund (CHILX) is 3.61%, while iShares MSCI Japan Value ETF (EWJV) has a volatility of 4.55%. This indicates that CHILX experiences smaller price fluctuations and is considered to be less risky than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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