ESGE vs MCHI
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and ISHARES MSCI CHINA ETF (MCHI, ETF).
5-Year PerformanceESGE has outperformed MCHI, delivering a return of +7.6% compared to -3.0%
ESGE vs MCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGE
$6.60B
Winner
MCHI
$6.70B
Expense Ratio
Winner
ESGE
0.25%
MCHI
0.59%
Max Drawdown
Winner
ESGE
43.02%
MCHI
63.39%
Sharpe Ratio
Winner
ESGE
1.99
MCHI
0.44
5Y Beta
ESGE
0.80
Winner
MCHI
0.64
5Y Dividends CAGR
ESGE
6.30%
Winner
MCHI
8.85%
ESGE vs MCHI - Holdings Comparison
ESGE and MCHI have 6 common holdings. Overlap is 0.53%
ESGE's top 25 holdings weight is 46.46%. MCHI's top 25 holdings weight is 57.66%.
| Rank | ESGE | MCHI |
|---|---|---|
| #1 | n/a (n/a) - 15.14% | TENCENT HOLDINGS LTD (n/a) - 14.11% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.50% | n/a (n/a) - 10.57% |
| #3 | SK HYNIX INC (n/a) - 4.81% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.97% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.12% | PDD HOLDINGS INC ADR (PDD) - 2.53% |
| #5 | n/a (n/a) - 2.25% | XIAOMI CORP CLASS B (n/a) - 2.49% |
| #6 | DELTA ELECTRONICS INC (n/a) - 1.36% | n/a (n/a) - 2.25% |
| #7 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.33% | n/a (n/a) - 2.19% |
| #8 | MEDIATEK INC (n/a) - 1.15% | MEITUAN CLASS B (n/a) - 1.96% |
| #9 | CHUNGHWA TELECOM CO LTD (n/a) - 1.10% | BYD CO LTD CLASS H (n/a) - 1.77% |
| #10 | HDFC BANK LTD (n/a) - 0.93% | BANK OF CHINA LTD CLASS H (n/a) - 1.68% |
| #11 | n/a (n/a) - 0.88% | NETEASE INC ORDINARY SHARES (n/a) - 1.48% |
| #12 | n/a (n/a) - 0.86% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.30% |
| #13 | AL RAJHI BANK (n/a) - 0.85% | BAIDU INC (n/a) - 1.28% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.78% | TRIP.COM GROUP LTD (n/a) - 1.21% |
| #15 | SK SQUARE (n/a) - 0.70% | PETROCHINA CO LTD CLASS H (n/a) - 1.15% |
| #16 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.68% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.02% |
| #17 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.62% | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 1.00% |
| #18 | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.58% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.86% |
| #19 | BYD CO LTD CLASS H (n/a) - 0.57% | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.77% |
| #20 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.56% | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.76% |
| #21 | HINDUSTAN UNILEVER LTD (n/a) - 0.34% | BEONE MEDICINES LTD ORDINARY SHARES (n/a) - 0.71% |
| #22 | FIRST ABU DHABI BANK PJSC (n/a) - 0.34% | GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 0.70% |
| #23 | DOOSAN ENERBILITY CO LTD (n/a) - 0.34% | YUM CHINA HOLDINGS INC (YUMC) - 0.64% |
| #24 | INFO EDGE (INDIA) LTD (n/a) - 0.34% | INNOVENT BIOLOGICS INC (n/a) - 0.64% |
| #25 | ICICI LOMBARD GENERAL INSURANCE CO LTD (n/a) - 0.33% | n/a (n/a) - 0.62% |
| Total Holdings | 270 | 578 |
ESGE vs MCHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGE
+9.73%
MCHI
+4.25%
3M
Winner
ESGE
+8.72%
MCHI
-0.93%
6M
Winner
ESGE
+22.43%
MCHI
-6.10%
1Y
Winner
ESGE
+48.91%
MCHI
+11.73%
5Y(CAGR)
Winner
ESGE
+7.57%
MCHI
-2.96%
10Y(CAGR)
Winner
ESGE
+9.43%
MCHI
+6.09%
Max(CAGR)
Winner
ESGE
+9.43%
MCHI
+2.93%
ESGE vs MCHI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | MCHI |
|---|---|---|
| 2026 | +17.94% | -3.94% |
| 2025 | +36.02% | +33.42% |
| 2024 | +8.19% | +20.76% |
| 2023 | +8.71% | -14.77% |
| 2022 | -22.85% | -23.00% |
| 2021 | -3.53% | -21.99% |
| 2020 | +16.63% | +23.65% |
| 2019 | +20.03% | +24.39% |
| 2018 | -16.97% | -22.78% |
| 2017 | +38.88% | +53.07% |
| 2016 | -0.73% | +3.26% |
| 2015 | N/A | -9.05% |
| 2014 | N/A | +10.05% |
| 2013 | N/A | -0.89% |
| 2012 | N/A | +20.85% |
| 2011 | N/A | -20.75% |
ESGE vs MCHI Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current ESGE drawdown is -1.43%. The current MCHI drawdown is -32.09%.
| Rank | ESGE | MCHI |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -62.95% Feb 17, 2021 - Oct 31, 2022 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -43.23% Apr 28, 2015 - Aug 25, 2017 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -37.13% Apr 21, 2011 - Jul 24, 2014 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -33.15% Jan 26, 2018 - Jul 8, 2020 |
| #5 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -11.54% Sep 5, 2014 - Jan 21, 2015 |
| #6 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -8.66% Nov 21, 2017 - Jan 2, 2018 |
| #7 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -7.42% Sep 1, 2020 - Oct 12, 2020 |
| #8 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -6.19% Mar 2, 2015 - Mar 30, 2015 |
| #9 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -5.81% Nov 6, 2020 - Jan 5, 2021 |
| #10 | -3.31% May 8, 2026 - May 12, 2026 | -5.80% Jan 25, 2021 - Feb 9, 2021 |
| #11 | -2.99% May 16, 2017 - May 26, 2017 | -5.72% Jul 9, 2020 - Aug 24, 2020 |
| #12 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -5.01% Jan 22, 2015 - Feb 26, 2015 |
| #13 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -3.88% Sep 19, 2017 - Oct 3, 2017 |
| #14 | -2.69% Nov 27, 2020 - Dec 3, 2020 | -3.50% Apr 16, 2015 - Apr 22, 2015 |
| #15 | -2.68% Feb 23, 2017 - Mar 15, 2017 | -2.83% Oct 18, 2017 - Nov 6, 2017 |
Correlation
Correlation between ESGE and MCHI is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2011 - 2025)
ESGE vs MCHI dividend yield comparison.
| Year | ESGE | MCHI |
|---|---|---|
| 2025 | 2.50% | 2.12% |
| 2024 | 2.41% | 2.31% |
| 2023 | 2.65% | 2.66% |
| 2022 | 2.68% | 1.78% |
| 2021 | 2.66% | 1.04% |
| 2020 | 1.31% | 1.04% |
| 2019 | 2.59% | 1.45% |
| 2018 | 2.19% | 1.60% |
| 2017 | 1.86% | 1.56% |
| 2016 | 0.27% | 1.66% |
| 2015 | 0.00% | 2.76% |
| 2014 | 0.00% | 2.35% |
| 2013 | 0.00% | 2.37% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 2.61% |
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