CHIQ vs SWP

Comparison between GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF (CHIQ, ETF) and SWP GROWTH & INCOME ETF (SWP, ETF).

CHIQ vs SWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHIQ(ETF)	SWP(ETF)
Net Assets	$148M	$149M
Expense Ratio	0.65%	0.99%
Max Drawdown	67.12%	17.14%
Sharpe Ratio	-0.81	1.51
5Y Beta	0.76	0.78
P/E Ratio	N/A	25.26
Forward P/E	N/A	20.41
PEG Ratio	N/A	0.78
5Y Dividends CAGR	30.49%	N/A
5Y EPS CAGR	N/A	19.06%
P/S Ratio	N/A	2.51
P/B Ratio	N/A	4.83

Net Assets

CHIQ

$148M

Winner

SWP

$149M

Expense Ratio

Winner

CHIQ

0.65%

SWP

0.99%

Max Drawdown

CHIQ

67.12%

Winner

SWP

17.14%

Sharpe Ratio

CHIQ

-0.81

Winner

SWP

1.51

5Y Beta

Winner

CHIQ

0.76

SWP

0.78

P/E Ratio

CHIQ

N/A

SWP

25.26

Forward P/E

CHIQ

N/A

SWP

20.41

PEG Ratio

CHIQ

N/A

SWP

0.78

5Y Dividends CAGR

CHIQ

30.49%

SWP

N/A

5Y EPS CAGR

CHIQ

N/A

SWP

19.06%

P/S Ratio

CHIQ

N/A

SWP

2.51

P/B Ratio

CHIQ

N/A

SWP

4.83

CHIQ vs SWP - Holdings Comparison

CHIQ and SWP have 1 common holdings. Overlap is -0.06%

CHIQ's top 25 holdings weight is 82.24%. SWP's top 25 holdings weight is 72.69%.

Rank	CHIQ	SWP
#1	PDD HOLDINGS INC ADR (PDD) - 9.75%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.04%
#2	ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.44%	MICROSOFT CORP (MSFT) - 5.74%
#3	MEITUAN CLASS B (n/a) - 7.87%	BROADCOM INC (AVGO) - 4.36%
#4	BYD CO LTD CLASS H (n/a) - 7.17%	APPLE INC (AAPL) - 4.25%
#5	JD.COM INC ORDINARY SHARES CLASS A (n/a) - 6.42%	ALPHABET INC CLASS A (GOOGL) - 3.89%
#6	TRIP.COM GROUP LTD (n/a) - 4.70%	ORACLE CORP (ORCL) - 3.45%
#7	GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 3.55%	META PLATFORMS INC CLASS A (META) - 3.26%
#8	YUM CHINA HOLDINGS INC (YUMC) - 3.16%	PROLOGIS INC (PLD) - 2.81%
#9	ANTA SPORTS PRODUCTS LTD (n/a) - 2.61%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.81%
#10	NIO INC CLASS A (n/a) - 2.61%	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.71%
#11	XPENG INC CLASS A (n/a) - 2.52%	JPMORGAN CHASE & CO (JPM) - 2.41%
#12	POP MART INTERNATIONAL GROUP LTD ORDINARY SHARES (n/a) - 2.19%	UNITED RENTALS INC (URI) - 2.36%
#13	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.16%	THE GOLDMAN SACHS GROUP INC (GS) - 2.27%
#14	H WORLD GROUP LTD ADR (HTHT) - 2.12%	TJX COMPANIES INC (TJX) - 2.26%
#15	NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC ORDINARY SHARES (n/a) - 1.82%	EMERSON ELECTRIC CO (EMR) - 2.15%
#16	LI NING CO LTD (n/a) - 1.69%	CITIGROUP INC (C) - 2.11%
#17	HAIER SMART HOME CO LTD CLASS H (n/a) - 1.65%	NEXTERA ENERGY INC (NEE) - 2.06%
#18	FUYAO GLASS INDUSTRY GROUP CO LTD SHS -H- UNITARY 144A/REG S (n/a) - 1.61%	BLACKSTONE INC (BX) - 2.04%
#19	VIPSHOP HOLDINGS LTD ADR (VIPS) - 1.58%	BLACKROCK INC (BLK) - 2.04%
#20	MIDEA GROUP CO LTD ORDINARY SHARES CLASS H (n/a) - 1.57%	AMERICAN EXPRESS CO (AXP) - 2.02%
#21	BYD CO LTD CLASS A (n/a) - 1.47%	ELI LILLY AND CO (LLY) - 1.99%
#22	SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD (n/a) - 1.45%	ASTRAZENECA PLC (AZN) - 1.97%
#23	MIDEA GROUP CO LTD CLASS A (n/a) - 1.42%	RTX CORP (RTX) - 1.93%
#24	TAL EDUCATION GROUP ADR (TAL) - 1.39%	n/a (TSM) - 1.89%
#25	BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.32%	ABBVIE INC (ABBV) - 1.87%
Total Holdings	59	84

CHIQ vs SWP - Historical Returns

Returns include dividend reinvestment.

Period	CHIQ	SWP
1 month	-8.31%	+1.03%
3 months	-6.64%	+4.29%
6 months	-17.65%	+5.20%
1 year	-15.87%	+23.28%
5 years(CAGR)	-10.79%	N/A
10 years(CAGR)	+6.39%	N/A
Max(CAGR)	+2.00%	+14.50%

CHIQ

-8.31%

Winner

SWP

+1.03%

CHIQ

-6.64%

Winner

SWP

+4.29%

CHIQ

-17.65%

Winner

SWP

+5.20%

CHIQ

-15.87%

Winner

SWP

+23.28%

5Y(CAGR)

CHIQ

-10.79%

SWP

N/A

10Y(CAGR)

CHIQ

+6.39%

SWP

N/A

Max(CAGR)

CHIQ

+2.00%

Winner

SWP

+14.50%

CHIQ vs SWP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CHIQ	SWP
2026	-17.70%	+5.37%
2025	+15.27%	+16.94%
2024	+14.79%	+1.24%
2023	-13.45%	N/A
2022	-21.56%	N/A
2021	-27.59%	N/A
2020	+85.59%	N/A
2019	+44.52%	N/A
2018	-30.16%	N/A
2017	+65.53%	N/A
2016	-2.73%	N/A
2015	+1.62%	N/A
2014	-16.72%	N/A
2013	+4.45%	N/A
2012	+6.60%	N/A
2011	-24.36%	N/A
2010	+7.42%	N/A
2009	+0.98%	N/A

CHIQ vs SWP Drawdown Comparison

The maximum drawdown for CHIQ was -67.04%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The current CHIQ drawdown is -55.61%. The current SWP drawdown is -1.42%.

Rank	CHIQ	SWP
#1	-67.04% Feb 17, 2021 - Oct 24, 2022	-16.40% Feb 11, 2025 - Jul 1, 2025
#2	-49.92% Nov 4, 2010 - Jan 2, 2018	-9.97% Feb 10, 2026 - Apr 17, 2026
#3	-35.44% Mar 12, 2018 - Jan 8, 2020	-5.57% Nov 29, 2024 - Jan 23, 2025
#4	-27.12% Jan 17, 2020 - Jun 3, 2020	-3.54% Nov 12, 2025 - Nov 26, 2025
#5	-19.50% Apr 9, 2010 - Sep 1, 2010	-3.47% Sep 22, 2025 - Oct 24, 2025
#6	-14.74% Jan 5, 2010 - Mar 30, 2010	-2.98% Oct 18, 2024 - Nov 6, 2024
#7	-10.92% Jan 26, 2018 - Feb 26, 2018	-2.93% Dec 10, 2025 - Jan 5, 2026
#8	-8.41% Sep 2, 2020 - Oct 7, 2020	-2.35% Jan 16, 2026 - Feb 6, 2026
#9	-8.11% Nov 24, 2020 - Jan 4, 2021	-2.06% May 6, 2026 - May 22, 2026
#10	-6.92% Jan 25, 2021 - Feb 8, 2021	-2.03% Jul 25, 2025 - Aug 13, 2025
#11	-6.34% Jul 9, 2020 - Aug 3, 2020	-1.48% Apr 20, 2026 - May 6, 2026
#12	-5.33% Feb 26, 2018 - Mar 12, 2018	-1.48% Nov 11, 2024 - Nov 21, 2024
#13	-5.07% Dec 7, 2009 - Jan 4, 2010	-1.42% Jun 4, 2026 - Jun 5, 2026
#14	-5.01% Nov 6, 2020 - Nov 13, 2020	-1.29% Aug 13, 2025 - Aug 22, 2025
#15	-4.31% Oct 13, 2010 - Oct 25, 2010	-1.24% Sep 30, 2024 - Oct 9, 2024

Correlation

Correlation between CHIQ and SWP is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09

-101

Dividend Comparison (2010 - 2026)

CHIQ vs SWP dividend yield comparison.

Year	CHIQ	SWP
2026	0.00%	2.20%
2025	1.48%	5.64%
2024	2.65%	0.44%
2023	2.26%	0.00%
2022	0.38%	0.00%
2020	0.11%	0.00%
2019	1.05%	0.00%
2018	2.71%	0.00%
2017	0.62%	0.00%
2016	1.51%	0.00%
2015	4.86%	0.00%
2014	2.08%	0.00%
2013	0.94%	0.00%
2012	1.12%	0.00%
2011	0.41%	0.00%
2010	1.05%	0.00%