CHILX vs. SPY
Compare and contrast key facts about BlackRock China A Opportunities Fund (CHILX) and SPDR S&P 500 ETF (SPY).
CHILX is managed by Blackrock. It was launched on Dec 26, 2018. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHILX or SPY.
Correlation
The correlation between CHILX and SPY is 0.41, 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. SPY - Performance Comparison
Key characteristics
CHILX:
0.29
SPY:
0.30
CHILX:
0.61
SPY:
0.56
CHILX:
1.08
SPY:
1.08
CHILX:
0.16
SPY:
0.31
CHILX:
0.68
SPY:
1.40
CHILX:
10.64%
SPY:
4.18%
CHILX:
24.77%
SPY:
19.64%
CHILX:
-47.73%
SPY:
-55.19%
CHILX:
-36.52%
SPY:
-13.86%
Returns By Period
In the year-to-date period, CHILX achieves a -4.17% return, which is significantly higher than SPY's -9.91% return.
CHILX
-4.17%
-10.00%
-1.80%
5.30%
1.56%
N/A
SPY
-9.91%
-5.89%
-9.03%
6.50%
14.62%
11.57%
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CHILX vs. SPY - Expense Ratio Comparison
CHILX has a 0.99% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CHILX vs. SPY — Risk-Adjusted Performance Rank
CHILX
SPY
CHILX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
CHILX's dividend yield for the trailing twelve months is around 2.21%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 2.21% | 2.11% | 2.02% | 0.92% | 1.19% | 0.22% | 3.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CHILX vs. SPY - Drawdown Comparison
The maximum CHILX drawdown since its inception was -47.73%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CHILX and SPY. For additional features, visit the drawdowns tool.
Volatility
CHILX vs. SPY - Volatility Comparison
The current volatility for BlackRock China A Opportunities Fund (CHILX) is 8.96%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that CHILX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.