PortfoliosLab logoPortfoliosLab logo
MCHI vs. TLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MCHI vs. TLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI China ETF (MCHI) and iShares 20+ Year Treasury Bond ETF (TLT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, MCHI achieves a -7.22% return, which is significantly lower than TLT's -0.05% return. Over the past 10 years, MCHI has outperformed TLT with an annualized return of 4.49%, while TLT has yielded a comparatively lower -1.56% annualized return.


MCHI

1D
-0.45%
1M
-2.60%
YTD
-7.22%
6M
-8.98%
1Y
3.98%
3Y*
9.73%
5Y*
-5.76%
10Y*
4.49%

TLT

1D
0.22%
1M
0.48%
YTD
-0.05%
6M
-1.27%
1Y
3.48%
3Y*
-1.67%
5Y*
-6.27%
10Y*
-1.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MCHI vs. TLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MCHI
iShares MSCI China ETF
-7.22%31.04%17.73%-11.94%-23.01%-21.74%27.78%23.72%-19.79%54.67%
TLT
iShares 20+ Year Treasury Bond ETF
-0.05%4.25%-8.05%2.77%-31.23%-4.60%18.15%14.12%-1.61%9.18%

Correlation

The correlation between MCHI and TLT is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

-0.07

Correlation (All Time)
Calculated using the full available price history since Apr 1, 2011

-0.17

The correlation between MCHI and TLT shifts across timeframes, from -0.17 (all time) to 0.09 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MCHI vs. TLT — Risk / Return Rank

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

MCHI
MCHI Risk / Return Rank: 1212
Overall Rank
MCHI Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
MCHI Sortino Ratio Rank: 1212
Sortino Ratio Rank
MCHI Omega Ratio Rank: 1212
Omega Ratio Rank
MCHI Calmar Ratio Rank: 1212
Calmar Ratio Rank
MCHI Martin Ratio Rank: 1111
Martin Ratio Rank

TLT
TLT Risk / Return Rank: 1414
Overall Rank
TLT Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1414
Sortino Ratio Rank
TLT Omega Ratio Rank: 1313
Omega Ratio Rank
TLT Calmar Ratio Rank: 1515
Calmar Ratio Rank
TLT 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.

MCHI vs. TLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China ETF (MCHI) and iShares 20+ Year Treasury Bond ETF (TLT). 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.


MCHITLTDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.05

1.07

-0.02

Calmar ratioReturn relative to maximum drawdown

0.23

0.46

-0.23

Martin ratioReturn relative to average drawdown

0.48

1.14

-0.67

MCHI vs. TLT - Sharpe Ratio Comparison

The current MCHI Sharpe Ratio is 0.20, which is lower than the TLT Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of MCHI and TLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


MCHITLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.20

0.36

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

-0.40

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

-0.11

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.26

-0.16

Drawdowns

MCHI vs. TLT - Drawdown Comparison

The maximum MCHI drawdown since its inception was -62.95%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for MCHI and TLT.


Loading charts...

Drawdown Indicators


MCHITLTDifference

Max Drawdown

Largest peak-to-trough decline

-62.95%

-48.35%

-14.60%

Max Drawdown (1Y)

Largest decline over 1 year

-17.17%

-7.58%

-9.59%

Max Drawdown (3Y)

Largest decline over 3 years

-25.85%

-19.18%

-6.67%

Max Drawdown (5Y)

Largest decline over 5 years

-56.98%

-43.70%

-13.28%

Max Drawdown (10Y)

Largest decline over 10 years

-62.95%

-48.35%

-14.60%

Current Drawdown

Current decline from peak

-36.74%

-40.31%

+3.57%

Average Drawdown

Average peak-to-trough decline

-24.53%

-13.82%

-10.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.36%

3.05%

+5.31%

Volatility

MCHI vs. TLT - Volatility Comparison

iShares MSCI China ETF (MCHI) has a higher volatility of 7.27% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.71%. This indicates that MCHI's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


MCHITLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.27%

2.71%

+4.56%

Volatility (6M)

Calculated over the trailing 6-month period

14.51%

6.50%

+8.01%

Volatility (1Y)

Calculated over the trailing 1-year period

20.16%

9.77%

+10.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.71%

15.86%

+14.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.39%

14.90%

+12.49%

MCHI vs. TLT - Expense Ratio Comparison

MCHI has a 0.59% expense ratio, which is higher than TLT's 0.15% expense ratio.


Dividends

MCHI vs. TLT - Dividend Comparison

MCHI's dividend yield for the trailing twelve months is around 2.28%, less than TLT's 4.58% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
TLT
iShares 20+ Year Treasury Bond ETF
4.58%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Frequently Asked Questions


MCHI and TLT have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MCHI has higher volatility (7.27%) compared to TLT (2.71%). In terms of maximum drawdown, MCHI dropped -62.95% vs TLT's -48.35%.

On 10-year performance, MCHI leads with 4.49% vs -1.56% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, MCHI has performed better with a 4.49% return vs -1.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLT is cheaper with a 0.15% expense ratio, compared with 0.59% for MCHI.

TLT has the higher dividend yield at 4.58%, compared with 2.28% for MCHI.

MCHI is categorized as China Equities, while TLT is Government Bonds. MCHI tracks MSCI China Index, while TLT tracks ICE U.S. Treasury 20+ Year Bond Index. Their fees differ too: 0.59% for MCHI and 0.15% for TLT.

TLT currently has the higher Sharpe Ratio (0.36 vs 0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MCHI and TLT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer