MCHI vs BKLN

Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceBKLN has outperformed MCHI, delivering a return of +5.3% compared to -3.0%

MCHI vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCHI(ETF)	BKLN(ETF)
Net Assets	$6.70B	$6.80B
Expense Ratio	0.59%	0.65%
Max Drawdown	63.39%	32.19%
Sharpe Ratio	0.44	0.60
5Y Beta	0.64	0.15
5Y Dividends CAGR	8.85%	14.20%

Net Assets

MCHI

$6.70B

Winner

BKLN

$6.80B

Expense Ratio

Winner

MCHI

0.59%

BKLN

0.65%

Max Drawdown

MCHI

63.39%

Winner

BKLN

32.19%

Sharpe Ratio

MCHI

0.44

Winner

BKLN

0.60

5Y Beta

MCHI

0.64

Winner

BKLN

0.15

5Y Dividends CAGR

MCHI

8.85%

Winner

BKLN

14.20%

MCHI vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	MCHI	BKLN
1 month	+4.25%	+1.20%
3 months	-0.93%	+1.63%
6 months	-6.10%	+1.71%
1 year	+11.73%	+5.42%
5 years(CAGR)	-2.96%	+5.33%
10 years(CAGR)	+6.09%	+4.37%
Max(CAGR)	+2.93%	+3.76%

Winner

MCHI

+4.25%

BKLN

+1.20%

MCHI

-0.93%

Winner

BKLN

+1.63%

MCHI

-6.10%

Winner

BKLN

+1.71%

Winner

MCHI

+11.73%

BKLN

+5.42%

5Y(CAGR)

MCHI

-2.96%

Winner

BKLN

+5.33%

10Y(CAGR)

Winner

MCHI

+6.09%

BKLN

+4.37%

Max(CAGR)

MCHI

+2.93%

Winner

BKLN

+3.76%

MCHI vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MCHI	BKLN
2026	-3.94%	+0.35%
2025	+33.42%	+6.88%
2024	+20.76%	+8.25%
2023	-14.77%	+12.04%
2022	-23.00%	-2.47%
2021	-21.99%	+2.50%
2020	+23.65%	+1.11%
2019	+24.39%	+9.72%
2018	-22.78%	-1.53%
2017	+53.07%	+1.99%
2016	+3.26%	+9.18%
2015	-9.05%	-2.90%
2014	+10.05%	+0.55%
2013	-0.89%	+3.82%
2012	+20.85%	+9.61%
2011	-20.75%	-2.04%

MCHI vs BKLN Drawdown Comparison

The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current MCHI drawdown is -32.09%. The current BKLN drawdown is -0.05%.

Rank	MCHI	BKLN
#1	-62.95% Feb 17, 2021 - Oct 31, 2022	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-43.23% Apr 28, 2015 - Aug 25, 2017	-8.75% May 13, 2011 - Feb 2, 2012
#3	-37.13% Apr 21, 2011 - Jul 24, 2014	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-33.15% Jan 26, 2018 - Jul 8, 2020	-7.07% May 4, 2015 - Jul 8, 2016
#5	-11.54% Sep 5, 2014 - Jan 21, 2015	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-8.66% Nov 21, 2017 - Jan 2, 2018	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-7.42% Sep 1, 2020 - Oct 12, 2020	-3.71% May 4, 2012 - Jul 13, 2012
#8	-6.19% Mar 2, 2015 - Mar 30, 2015	-3.55% Feb 18, 2025 - May 2, 2025
#9	-5.81% Nov 6, 2020 - Jan 5, 2021	-3.07% Jan 9, 2026 - May 5, 2026
#10	-5.80% Jan 25, 2021 - Feb 9, 2021	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-5.72% Jul 9, 2020 - Aug 24, 2020	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-5.01% Jan 22, 2015 - Feb 26, 2015	-2.04% May 22, 2013 - Oct 28, 2013
#13	-3.88% Sep 19, 2017 - Oct 3, 2017	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-3.50% Apr 16, 2015 - Apr 22, 2015	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-2.83% Oct 18, 2017 - Nov 6, 2017	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between MCHI and BKLN is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2011 - 2026)

MCHI vs BKLN dividend yield comparison.

Year	MCHI	BKLN
2026	0.00%	2.08%
2025	2.12%	6.95%
2024	2.31%	8.41%
2023	2.66%	8.59%
2022	1.78%	4.94%
2021	1.04%	3.11%
2020	1.04%	3.56%
2019	1.45%	4.86%
2018	1.60%	4.51%
2017	1.56%	3.50%
2016	1.66%	4.54%
2015	2.76%	4.12%
2014	2.35%	4.12%
2013	2.37%	4.40%
2012	1.90%	4.81%
2011	2.61%	3.39%