MCHFX vs. SCHG
Compare and contrast key facts about Matthews China Fund (MCHFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MCHFX is managed by Matthews Asia Funds. It was launched on Feb 18, 1998. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCHFX or SCHG.
Correlation
The correlation between MCHFX and SCHG is 0.54, 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
MCHFX vs. SCHG - Performance Comparison
Key characteristics
MCHFX:
0.52
SCHG:
0.52
MCHFX:
0.88
SCHG:
0.87
MCHFX:
1.11
SCHG:
1.12
MCHFX:
0.20
SCHG:
0.54
MCHFX:
0.93
SCHG:
1.81
MCHFX:
15.86%
SCHG:
6.97%
MCHFX:
34.16%
SCHG:
24.88%
MCHFX:
-74.87%
SCHG:
-34.59%
MCHFX:
-64.01%
SCHG:
-10.56%
Returns By Period
In the year-to-date period, MCHFX achieves a 6.25% return, which is significantly higher than SCHG's -6.61% return. Over the past 10 years, MCHFX has underperformed SCHG with an annualized return of -5.05%, while SCHG has yielded a comparatively higher 15.30% annualized return.
MCHFX
6.25%
14.61%
-7.03%
17.71%
-5.26%
-5.05%
SCHG
-6.61%
16.75%
-5.66%
12.85%
17.95%
15.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MCHFX vs. SCHG - Expense Ratio Comparison
MCHFX has a 1.12% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
MCHFX vs. SCHG — Risk-Adjusted Performance Rank
MCHFX
SCHG
MCHFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Fund (MCHFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
MCHFX vs. SCHG - Dividend Comparison
MCHFX's dividend yield for the trailing twelve months is around 1.80%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCHFX Matthews China Fund | 1.80% | 1.91% | 0.78% | 0.00% | 0.24% | 0.22% | 1.12% | 2.00% | 1.67% | 1.67% | 1.17% | 1.24% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
MCHFX vs. SCHG - Drawdown Comparison
The maximum MCHFX drawdown since its inception was -74.87%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MCHFX and SCHG. For additional features, visit the drawdowns tool.
Volatility
MCHFX vs. SCHG - Volatility Comparison
The current volatility for Matthews China Fund (MCHFX) is 7.57%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 13.51%. This indicates that MCHFX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.