CHIM vs. XLF
Compare and contrast key facts about Global X MSCI China Materials ETF (CHIM) and Financial Select Sector SPDR Fund (XLF).
CHIM and XLF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHIM is a passively managed fund by Global X that tracks the performance of the MSCI China Materials 10/50 Index. It was launched on Jan 12, 2010. XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998. Both CHIM and XLF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHIM or XLF.
Key characteristics
| CHIM | XLF |
|---|
Correlation
The correlation between CHIM and XLF is 0.33, 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
CHIM vs. XLF - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CHIM vs. XLF - Expense Ratio Comparison
CHIM has a 0.66% expense ratio, which is higher than XLF's 0.13% expense ratio.
Risk-Adjusted Performance
CHIM vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MSCI China Materials ETF (CHIM) and Financial Select Sector SPDR Fund (XLF). 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
CHIM vs. XLF - Dividend Comparison
CHIM has not paid dividends to shareholders, while XLF's dividend yield for the trailing twelve months is around 1.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHIM Global X MSCI China Materials ETF | 102.99% | 2.15% | 0.44% | 1.57% | 1.76% | 3.84% | 5.11% | 1.13% | 1.19% | 5.88% | 1.37% | 1.65% |
XLF Financial Select Sector SPDR Fund | 1.58% | 1.71% | 2.04% | 1.63% | 2.03% | 1.87% | 2.08% | 1.48% | 1.63% | 2.40% | 1.98% | 1.81% |
Drawdowns
CHIM vs. XLF - Drawdown Comparison
Volatility
CHIM vs. XLF - Volatility Comparison
The current volatility for Global X MSCI China Materials ETF (CHIM) is 0.00%, while Financial Select Sector SPDR Fund (XLF) has a volatility of 3.54%. This indicates that CHIM experiences smaller price fluctuations and is considered to be less risky than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.