KALL vs. FXI
Compare and contrast key facts about KraneShares MSCI All China Index ETF (KALL) and iShares China Large-Cap ETF (FXI).
KALL and FXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KALL is a passively managed fund by CICC that tracks the performance of the MSCI China All Shares. It was launched on Feb 13, 2015. FXI is a passively managed fund by iShares that tracks the performance of the FTSE China 25 Index. It was launched on Oct 5, 2004. Both KALL and FXI 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: KALL or FXI.
Key characteristics
| KALL | FXI | |
|---|---|---|
| YTD Return | 19.49% | 31.38% |
| 1Y Return | 17.71% | 25.71% |
| 3Y Return (Ann) | -8.07% | -5.08% |
| 5Y Return (Ann) | -0.61% | -3.75% |
| Sharpe Ratio | 0.54 | 0.74 |
| Sortino Ratio | 0.98 | 1.28 |
| Omega Ratio | 1.14 | 1.16 |
| Calmar Ratio | 0.29 | 0.41 |
| Martin Ratio | 1.74 | 2.26 |
| Ulcer Index | 9.50% | 10.63% |
| Daily Std Dev | 30.76% | 32.51% |
| Max Drawdown | -56.32% | -72.68% |
| Current Drawdown | -41.74% | -37.81% |
Correlation
The correlation between KALL and FXI is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KALL vs. FXI - Performance Comparison
In the year-to-date period, KALL achieves a 19.49% return, which is significantly lower than FXI's 31.38% return. 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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KALL vs. FXI - Expense Ratio Comparison
KALL has a 0.49% expense ratio, which is lower than FXI's 0.74% expense ratio.
Risk-Adjusted Performance
KALL vs. FXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KraneShares MSCI All China Index ETF (KALL) and iShares China Large-Cap ETF (FXI). 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
KALL vs. FXI - Dividend Comparison
KALL's dividend yield for the trailing twelve months is around 2.82%, more than FXI's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KALL KraneShares MSCI All China Index ETF | 2.82% | 3.37% | 2.28% | 4.63% | 1.01% | 1.45% | 2.06% | 1.21% | 6.62% | 0.56% | 0.00% | 0.00% |
FXI iShares China Large-Cap ETF | 2.20% | 3.17% | 2.61% | 1.60% | 2.19% | 2.74% | 2.69% | 2.31% | 2.69% | 2.90% | 2.51% | 2.64% |
Drawdowns
KALL vs. FXI - Drawdown Comparison
The maximum KALL drawdown since its inception was -56.32%, smaller than the maximum FXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for KALL and FXI. For additional features, visit the drawdowns tool.
Volatility
KALL vs. FXI - Volatility Comparison
KraneShares MSCI All China Index ETF (KALL) and iShares China Large-Cap ETF (FXI) have volatilities of 11.95% and 12.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.