MCH vs. FXI
Compare and contrast key facts about Matthews China Active ETF (MCH) and iShares China Large-Cap ETF (FXI).
MCH and FXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MCH is an actively managed fund by Matthews Asia. It was launched on Jul 13, 2022. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCH or FXI.
Correlation
The correlation between MCH and FXI is 0.94, 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
MCH vs. FXI - Performance Comparison
Key characteristics
MCH:
1.19
FXI:
1.90
MCH:
1.89
FXI:
2.68
MCH:
1.26
FXI:
1.35
MCH:
1.13
FXI:
1.12
MCH:
2.67
FXI:
5.72
MCH:
15.35%
FXI:
10.65%
MCH:
34.45%
FXI:
31.97%
MCH:
-40.53%
FXI:
-72.68%
MCH:
-13.51%
FXI:
-27.30%
Returns By Period
In the year-to-date period, MCH achieves a 13.59% return, which is significantly lower than FXI's 19.05% return.
MCH
13.59%
14.36%
33.74%
35.94%
N/A
N/A
FXI
19.05%
18.70%
38.91%
54.07%
-0.72%
0.61%
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MCH vs. FXI - Expense Ratio Comparison
MCH has a 0.79% expense ratio, which is higher than FXI's 0.74% expense ratio.
Risk-Adjusted Performance
MCH vs. FXI — Risk-Adjusted Performance Rank
MCH
FXI
MCH vs. FXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Active ETF (MCH) 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
MCH vs. FXI - Dividend Comparison
MCH's dividend yield for the trailing twelve months is around 1.16%, less than FXI's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCH Matthews China Active ETF | 1.16% | 1.32% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXI iShares China Large-Cap ETF | 1.48% | 1.76% | 3.17% | 2.61% | 1.60% | 2.19% | 2.74% | 2.69% | 2.31% | 2.69% | 2.90% | 2.51% |
Drawdowns
MCH vs. FXI - Drawdown Comparison
The maximum MCH drawdown since its inception was -40.53%, smaller than the maximum FXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for MCH and FXI. For additional features, visit the drawdowns tool.
Volatility
MCH vs. FXI - Volatility Comparison
Matthews China Active ETF (MCH) and iShares China Large-Cap ETF (FXI) have volatilities of 6.53% and 6.75%, 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.