GURU vs. MCHI
Compare and contrast key facts about Global X Guru Index ETF (GURU) and iShares MSCI China ETF (MCHI).
GURU and MCHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GURU is a passively managed fund by Global X that tracks the performance of the Solactive Guru Index. It was launched on Jun 4, 2012. MCHI is a passively managed fund by iShares that tracks the performance of the MSCI China Index. It was launched on Mar 29, 2011. Both GURU and MCHI 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: GURU or MCHI.
Correlation
The correlation between GURU and MCHI is 0.57, 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
GURU vs. MCHI - Performance Comparison
Key characteristics
GURU:
2.02
MCHI:
1.24
GURU:
2.77
MCHI:
1.89
GURU:
1.35
MCHI:
1.25
GURU:
1.42
MCHI:
0.66
GURU:
10.72
MCHI:
3.07
GURU:
2.69%
MCHI:
12.61%
GURU:
14.20%
MCHI:
31.24%
GURU:
-38.50%
MCHI:
-62.84%
GURU:
0.00%
MCHI:
-41.81%
Returns By Period
In the year-to-date period, GURU achieves a 7.92% return, which is significantly lower than MCHI's 10.65% return. Over the past 10 years, GURU has outperformed MCHI with an annualized return of 8.06%, while MCHI has yielded a comparatively lower 1.83% annualized return.
GURU
7.92%
7.33%
20.47%
30.56%
8.60%
8.06%
MCHI
10.65%
15.66%
26.05%
39.33%
-2.48%
1.83%
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GURU vs. MCHI - Expense Ratio Comparison
GURU has a 0.75% expense ratio, which is higher than MCHI's 0.59% expense ratio.
Risk-Adjusted Performance
GURU vs. MCHI — Risk-Adjusted Performance Rank
GURU
MCHI
GURU vs. MCHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Guru Index ETF (GURU) and iShares MSCI China ETF (MCHI). 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
GURU vs. MCHI - Dividend Comparison
GURU's dividend yield for the trailing twelve months is around 0.15%, less than MCHI's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURU Global X Guru Index ETF | 0.15% | 0.17% | 0.57% | 0.22% | 0.09% | 2.75% | 0.35% | 0.54% | 0.54% | 0.22% | 0.47% | 1.06% |
MCHI iShares MSCI China ETF | 2.09% | 2.31% | 3.49% | 2.16% | 1.04% | 1.04% | 1.45% | 1.60% | 1.56% | 1.66% | 2.76% | 2.35% |
Drawdowns
GURU vs. MCHI - Drawdown Comparison
The maximum GURU drawdown since its inception was -38.50%, smaller than the maximum MCHI drawdown of -62.84%. Use the drawdown chart below to compare losses from any high point for GURU and MCHI. For additional features, visit the drawdowns tool.
Volatility
GURU vs. MCHI - Volatility Comparison
The current volatility for Global X Guru Index ETF (GURU) is 4.04%, while iShares MSCI China ETF (MCHI) has a volatility of 6.59%. This indicates that GURU experiences smaller price fluctuations and is considered to be less risky than MCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.