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IEUR vs. MCHI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IEUR vs. MCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core MSCI Europe ETF (IEUR) and iShares MSCI China ETF (MCHI). The values are adjusted to include any dividend payments, if applicable.

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IEUR vs. MCHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEUR
iShares Core MSCI Europe ETF
-0.03%35.67%1.40%19.71%-15.90%16.71%5.31%24.95%-14.86%26.70%
MCHI
iShares MSCI China ETF
-7.04%31.04%17.73%-11.94%-23.01%-21.74%27.78%23.72%-19.79%54.67%

Returns By Period

In the year-to-date period, IEUR achieves a -0.03% return, which is significantly higher than MCHI's -7.04% return. Over the past 10 years, IEUR has outperformed MCHI with an annualized return of 8.97%, while MCHI has yielded a comparatively lower 4.71% annualized return.


IEUR

1D
-0.53%
1M
-2.37%
YTD
-0.03%
6M
3.97%
1Y
21.12%
3Y*
14.03%
5Y*
8.60%
10Y*
8.97%

MCHI

1D
-0.29%
1M
-1.86%
YTD
-7.04%
6M
-15.63%
1Y
5.39%
3Y*
6.34%
5Y*
-5.77%
10Y*
4.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IEUR vs. MCHI - Expense Ratio Comparison

IEUR has a 0.09% expense ratio, which is lower than MCHI's 0.59% expense ratio.


Return for Risk

IEUR vs. MCHI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IEUR
IEUR Risk / Return Rank: 6262
Overall Rank
IEUR Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IEUR Sortino Ratio Rank: 6464
Sortino Ratio Rank
IEUR Omega Ratio Rank: 6262
Omega Ratio Rank
IEUR Calmar Ratio Rank: 6060
Calmar Ratio Rank
IEUR Martin Ratio Rank: 5959
Martin Ratio Rank

MCHI
MCHI Risk / Return Rank: 1616
Overall Rank
MCHI Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
MCHI Sortino Ratio Rank: 1717
Sortino Ratio Rank
MCHI Omega Ratio Rank: 1717
Omega Ratio Rank
MCHI Calmar Ratio Rank: 1515
Calmar Ratio Rank
MCHI Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IEUR vs. MCHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Europe ETF (IEUR) 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.


IEURMCHIDifference

Sharpe ratio

Return per unit of total volatility

1.19

0.23

+0.96

Sortino ratio

Return per unit of downside risk

1.73

0.47

+1.26

Omega ratio

Gain probability vs. loss probability

1.24

1.06

+0.18

Calmar ratio

Return relative to maximum drawdown

1.79

0.27

+1.52

Martin ratio

Return relative to average drawdown

6.80

0.70

+6.10

IEUR vs. MCHI - Sharpe Ratio Comparison

The current IEUR Sharpe Ratio is 1.19, which is higher than the MCHI Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of IEUR and MCHI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IEURMCHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

0.23

+0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

-0.19

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.17

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.09

+0.23

Correlation

The correlation between IEUR 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.


Dividends

IEUR vs. MCHI - Dividend Comparison

IEUR's dividend yield for the trailing twelve months is around 2.97%, more than MCHI's 2.28% yield.


TTM20252024202320222021202020192018201720162015
IEUR
iShares Core MSCI Europe ETF
2.97%2.97%3.54%3.17%3.05%2.88%2.13%3.26%3.76%2.64%3.19%2.79%
MCHI
iShares MSCI China ETF
2.28%2.12%2.31%2.66%1.78%1.04%1.04%1.45%1.60%1.56%1.66%2.76%

Drawdowns

IEUR vs. MCHI - Drawdown Comparison

The maximum IEUR drawdown since its inception was -36.96%, smaller than the maximum MCHI drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for IEUR and MCHI.


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Drawdown Indicators


IEURMCHIDifference

Max Drawdown

Largest peak-to-trough decline

-36.96%

-62.95%

+25.99%

Max Drawdown (1Y)

Largest decline over 1 year

-12.04%

-17.17%

+5.13%

Max Drawdown (5Y)

Largest decline over 5 years

-32.75%

-57.18%

+24.43%

Max Drawdown (10Y)

Largest decline over 10 years

-36.96%

-62.95%

+25.99%

Current Drawdown

Current decline from peak

-7.54%

-36.61%

+29.07%

Average Drawdown

Average peak-to-trough decline

-8.30%

-24.41%

+16.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

6.63%

-3.46%

Volatility

IEUR vs. MCHI - Volatility Comparison

iShares Core MSCI Europe ETF (IEUR) has a higher volatility of 7.23% compared to iShares MSCI China ETF (MCHI) at 6.81%. This indicates that IEUR's price experiences larger fluctuations and is considered to be riskier than MCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEURMCHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.23%

6.81%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

10.98%

14.82%

-3.84%

Volatility (1Y)

Calculated over the trailing 1-year period

17.82%

23.85%

-6.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.53%

30.66%

-13.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.59%

27.38%

-8.79%