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MCH vs SPY

Comparison between MATTHEWS CHINA ACTIVE ETF (MCH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MCH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MCH
$23M
Winner
SPY
$784B
Expense Ratio
MCH
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
MCH
41.50%
SPY
56.47%
Sharpe Ratio
MCH
0.82
Winner
SPY
1.56
5Y Beta
Winner
MCH
0.65
SPY
1.00
P/E Ratio
MCH
N/A
SPY
28.29
Forward P/E
MCH
N/A
SPY
21.75
5Y Dividends CAGR
MCH
N/A
SPY
5.43%
5Y EPS CAGR
MCH
N/A
SPY
25.98%
Debt to Equity
MCH
N/A
SPY
30.79%
P/S Ratio
MCH
N/A
SPY
3.79
P/B Ratio
MCH
N/A
SPY
5.67

MCH vs SPY - Holdings Comparison

MCH and SPY have 1 common holdings. Overlap is 0.00%

MCH's top 25 holdings weight is 66.48%. SPY's top 25 holdings weight is 52.46%.

RankMCHSPY
#1
n/a (n/a) - 8.84%
NVIDIA CORP (NVDA) - 8.30%
#2
TENCENT HOLDINGS LTD (n/a) - 8.76%
APPLE INC (AAPL) - 7.09%
#3
n/a (n/a) - 4.14%
MICROSOFT CORP (MSFT) - 5.02%
#4
CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 4.11%
AMAZON.COM INC (AMZN) - 3.84%
#5
n/a (n/a) - 3.30%
BROADCOM INC (AVGO) - 3.50%
#6
PDD HOLDINGS INC ADR (PDD) - 2.51%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
CMOC GROUP LTD CLASS H (n/a) - 2.09%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
n/a (n/a) - 2.05%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.05%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
CMOC GROUP LTD CLASS A (n/a) - 2.01%
TESLA INC (TSLA) - 1.83%
#11
n/a (n/a) - 1.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
n/a (n/a) - 1.99%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.98%
ELI LILLY AND CO (LLY) - 1.29%
#14
JP MORGAN US GOVT CAPITAL 3164 (n/a) - 1.97%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.94%
EXXON MOBIL CORP (XOM) - 0.96%
#16
NEW CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 1.89%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
WUXI APPTEC CO LTD CLASS A (n/a) - 1.85%
VISA INC CLASS A (V) - 0.82%
#18
CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 1.80%
INTEL CORP (INTC) - 0.78%
#19
GALAXY ENTERTAINMENT GROUP LTD (n/a) - 1.80%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
n/a (n/a) - 1.79%
WALMART INC (WMT) - 0.76%
#21
INNOVENT BIOLOGICS INC (n/a) - 1.71%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
MEITUAN CLASS B (n/a) - 1.67%
CATERPILLAR INC (CAT) - 0.65%
#23
n/a (n/a) - 1.47%
ORACLE CORP (ORCL) - 0.64%
#24
n/a (n/a) - 1.43%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
CHINA OILFIELD SERVICES LTD CLASS H (n/a) - 1.34%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings75505

MCH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MCH
+2.01%
Winner
SPY
+2.12%
3M
MCH
+7.13%
Winner
SPY
+13.14%
6M
MCH
+5.59%
Winner
SPY
+11.52%
1Y
MCH
+24.36%
Winner
SPY
+26.68%
5Y(CAGR)
MCH
N/A
SPY
+13.75%
10Y(CAGR)
MCH
N/A
SPY
+15.65%
Max(CAGR)
MCH
+5.79%
Winner
SPY
+8.56%

MCH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMCHSPY
2026+1.58%+10.80%
2025+32.78%+18.00%
2024+20.50%+25.59%
2023-21.97%+26.72%
2022-3.12%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MCH vs SPY Drawdown Comparison

The maximum drawdown for MCH was -40.54%, occurring on Feb 2, 2024. Recovery took 426 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MCH drawdown is -2.27%. The current SPY drawdown is -0.62%.

RankMCHSPY
#1-40.54%
Jan 26, 2023 - Oct 7, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.56%
Oct 7, 2024 - Sep 11, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.21%
Jul 19, 2022 - Dec 9, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.05%
Jan 12, 2026 - Mar 30, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.18%
Dec 9, 2022 - Jan 4, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.10%
Oct 2, 2025 - Jan 12, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.97%
Sep 17, 2025 - Sep 30, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.96%
Jan 13, 2023 - Jan 20, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.30%
Jul 14, 2022 - Jul 19, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.37%
Sep 11, 2025 - Sep 16, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.36%
Jan 10, 2023 - Jan 13, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.15%
Jan 6, 2023 - Jan 10, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MCH and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (1999 - 2026)

MCH vs SPY dividend yield comparison.

YearMCHSPY
20260.00%0.24%
20251.76%1.07%
20241.31%1.21%
20231.62%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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