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 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CHILX vs. EWJV - Performance Comparison
Key characteristics
CHILX:
0.78
EWJV:
0.73
CHILX:
1.34
EWJV:
1.06
CHILX:
1.17
EWJV:
1.14
CHILX:
0.40
EWJV:
1.05
CHILX:
2.44
EWJV:
3.45
CHILX:
7.77%
EWJV:
3.67%
CHILX:
24.37%
EWJV:
17.39%
CHILX:
-47.73%
EWJV:
-30.05%
CHILX:
-34.76%
EWJV:
-6.66%
Returns By Period
In the year-to-date period, CHILX achieves a 13.70% return, which is significantly higher than EWJV's 9.09% return.
CHILX
13.70%
-2.91%
8.95%
16.86%
2.41%
N/A
EWJV
9.09%
-0.44%
2.29%
11.11%
6.16%
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 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.
Dividends
CHILX vs. EWJV - Dividend Comparison
CHILX has not paid dividends to shareholders, while EWJV's dividend yield for the trailing twelve months is around 4.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 0.00% | 2.02% | 0.92% | 1.19% | 0.22% | 3.27% |
EWJV iShares MSCI Japan Value ETF | 4.19% | 3.32% | 2.71% | 2.47% | 1.97% | 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.
Volatility
CHILX vs. EWJV - Volatility Comparison
BlackRock China A Opportunities Fund (CHILX) has a higher volatility of 6.73% compared to iShares MSCI Japan Value ETF (EWJV) at 4.66%. This indicates that CHILX's price experiences larger fluctuations and is considered to be riskier than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.