CHILX vs. IOO
Compare and contrast key facts about BlackRock China A Opportunities Fund (CHILX) and iShares Global 100 ETF (IOO).
CHILX is managed by Blackrock. It was launched on Dec 26, 2018. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHILX or IOO.
Correlation
The correlation between CHILX and IOO is 0.43, 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. IOO - Performance Comparison
Key characteristics
CHILX:
0.78
IOO:
2.10
CHILX:
1.34
IOO:
2.76
CHILX:
1.17
IOO:
1.39
CHILX:
0.40
IOO:
2.62
CHILX:
2.44
IOO:
10.71
CHILX:
7.77%
IOO:
2.72%
CHILX:
24.37%
IOO:
13.90%
CHILX:
-47.73%
IOO:
-55.85%
CHILX:
-34.76%
IOO:
-1.57%
Returns By Period
In the year-to-date period, CHILX achieves a 13.70% return, which is significantly lower than IOO's 27.31% return.
CHILX
13.70%
-2.91%
8.95%
16.86%
2.41%
N/A
IOO
27.31%
2.55%
5.39%
27.80%
15.42%
12.38%
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CHILX vs. IOO - Expense Ratio Comparison
CHILX has a 0.99% expense ratio, which is higher than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
CHILX vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) and iShares Global 100 ETF (IOO). 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. IOO - Dividend Comparison
CHILX has not paid dividends to shareholders, while IOO's dividend yield for the trailing twelve months is around 1.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 0.00% | 2.02% | 0.92% | 1.19% | 0.22% | 3.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IOO iShares Global 100 ETF | 1.07% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
Drawdowns
CHILX vs. IOO - Drawdown Comparison
The maximum CHILX drawdown since its inception was -47.73%, smaller than the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for CHILX and IOO. For additional features, visit the drawdowns tool.
Volatility
CHILX vs. IOO - Volatility Comparison
BlackRock China A Opportunities Fund (CHILX) has a higher volatility of 6.73% compared to iShares Global 100 ETF (IOO) at 3.75%. This indicates that CHILX's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.