MCHI vs FPE

Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceFPE has outperformed MCHI, delivering a return of +3.0% compared to -5.8%

MCHI vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCHI(ETF)	FPE(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.59%	0.83%
Max Drawdown	63.39%	34.80%
Sharpe Ratio	-0.07	0.98
5Y Beta	0.64	0.19
5Y Dividends CAGR	8.85%	2.10%

Net Assets

MCHI

$6.30B

FPE

$6.30B

Expense Ratio

Winner

MCHI

0.59%

FPE

0.83%

Max Drawdown

MCHI

63.39%

Winner

FPE

34.80%

Sharpe Ratio

MCHI

-0.07

Winner

FPE

0.98

5Y Beta

MCHI

0.64

Winner

FPE

0.19

5Y Dividends CAGR

Winner

MCHI

8.85%

FPE

2.10%

MCHI vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	MCHI	FPE
1 month	-5.81%	-0.39%
3 months	-4.94%	+1.09%
6 months	-9.78%	+1.13%
1 year	+0.46%	+7.52%
5 years(CAGR)	-5.81%	+2.99%
10 years(CAGR)	+4.80%	+5.02%
Max(CAGR)	+2.32%	+4.82%

MCHI

-5.81%

Winner

FPE

-0.39%

MCHI

-4.94%

Winner

FPE

+1.09%

MCHI

-9.78%

Winner

FPE

+1.13%

MCHI

+0.46%

Winner

FPE

+7.52%

5Y(CAGR)

MCHI

-5.81%

Winner

FPE

+2.99%

10Y(CAGR)

MCHI

+4.80%

Winner

FPE

+5.02%

Max(CAGR)

MCHI

+2.32%

Winner

FPE

+4.82%

MCHI vs FPE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MCHI	FPE
2026	-11.91%	+0.58%
2025	+33.42%	+8.90%
2024	+20.76%	+11.29%
2023	-14.77%	+6.14%
2022	-23.00%	-12.77%
2021	-21.99%	+5.29%
2020	+23.65%	+5.70%
2019	+24.39%	+17.95%
2018	-22.78%	-4.83%
2017	+53.07%	+11.02%
2016	+3.26%	+6.13%
2015	-9.05%	+6.06%
2014	+10.05%	+11.53%
2013	-0.89%	-6.55%
2012	+20.85%	N/A
2011	-20.75%	N/A

MCHI vs FPE 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 FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The current MCHI drawdown is -37.73%. The current FPE drawdown is -0.95%.

Rank	MCHI	FPE
#1	-62.95% Feb 17, 2021 - Oct 31, 2022	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-43.23% Apr 28, 2015 - Aug 25, 2017	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-37.13% Apr 21, 2011 - Jul 24, 2014	-13.32% May 9, 2013 - Jan 8, 2015
#4	-33.15% Jan 26, 2018 - Jul 8, 2020	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-11.54% Sep 5, 2014 - Jan 21, 2015	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-8.66% Nov 21, 2017 - Jan 2, 2018	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-7.42% Sep 1, 2020 - Oct 12, 2020	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-6.19% Mar 2, 2015 - Mar 30, 2015	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-5.81% Nov 6, 2020 - Jan 5, 2021	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-5.80% Jan 25, 2021 - Feb 9, 2021	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-5.72% Jul 9, 2020 - Aug 24, 2020	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-5.01% Jan 22, 2015 - Feb 26, 2015	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-3.88% Sep 19, 2017 - Oct 3, 2017	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-3.50% Apr 16, 2015 - Apr 22, 2015	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-2.83% Oct 18, 2017 - Nov 6, 2017	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between MCHI and FPE is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2011 - 2026)

MCHI vs FPE dividend yield comparison.

Year	MCHI	FPE
2026	0.00%	2.31%
2025	2.12%	5.81%
2024	2.31%	5.68%
2023	2.66%	6.03%
2022	1.78%	5.67%
2021	1.04%	4.48%
2020	1.04%	4.88%
2019	1.45%	5.32%
2018	1.60%	6.14%
2017	1.56%	5.39%
2016	1.66%	5.97%
2015	2.76%	5.49%
2014	2.35%	6.00%
2013	2.37%	4.69%
2012	1.90%	0.00%
2011	2.61%	0.00%