MCHI vs FTSM

Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF).

5-Year PerformanceFTSM has outperformed MCHI, delivering a return of +3.5% compared to -5.8%

MCHI vs FTSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCHI(ETF)	FTSM(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.59%	0.29%
Max Drawdown	63.39%	5.39%
Sharpe Ratio	-0.07	0.82
5Y Beta	0.64	-0.00
5Y Dividends CAGR	8.85%	41.94%

Net Assets

MCHI

$6.30B

Winner

FTSM

$6.40B

Expense Ratio

MCHI

0.59%

Winner

FTSM

0.29%

Max Drawdown

MCHI

63.39%

Winner

FTSM

5.39%

Sharpe Ratio

MCHI

-0.07

Winner

FTSM

0.82

5Y Beta

MCHI

0.64

Winner

FTSM

-0.00

5Y Dividends CAGR

MCHI

8.85%

Winner

FTSM

41.94%

MCHI vs FTSM - Historical Returns

Returns include dividend reinvestment.

Period	MCHI	FTSM
1 month	-5.81%	+0.34%
3 months	-4.94%	+0.99%
6 months	-9.78%	+1.79%
1 year	+0.46%	+4.15%
5 years(CAGR)	-5.81%	+3.48%
10 years(CAGR)	+4.80%	+2.55%
Max(CAGR)	+2.32%	+2.22%

MCHI

-5.81%

Winner

FTSM

+0.34%

MCHI

-4.94%

Winner

FTSM

+0.99%

MCHI

-9.78%

Winner

FTSM

+1.79%

MCHI

+0.46%

Winner

FTSM

+4.15%

5Y(CAGR)

MCHI

-5.81%

Winner

FTSM

+3.48%

10Y(CAGR)

Winner

MCHI

+4.80%

FTSM

+2.55%

Max(CAGR)

Winner

MCHI

+2.32%

FTSM

+2.22%

MCHI vs FTSM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MCHI	FTSM
2026	-11.91%	+1.52%
2025	+33.42%	+4.60%
2024	+20.76%	+5.20%
2023	-14.77%	+5.12%
2022	-23.00%	+1.04%
2021	-21.99%	-0.03%
2020	+23.65%	+1.12%
2019	+24.39%	+2.81%
2018	-22.78%	+1.92%
2017	+53.07%	+1.62%
2016	+3.26%	+1.18%
2015	-9.05%	+0.22%
2014	+10.05%	-0.11%
2013	-0.89%	N/A
2012	+20.85%	N/A
2011	-20.75%	N/A

MCHI vs FTSM 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 FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The current MCHI drawdown is -37.73%. The current FTSM drawdown is -0.01%.

Rank	MCHI	FTSM
#1	-62.95% Feb 17, 2021 - Oct 31, 2022	-4.12% Mar 3, 2020 - Jun 8, 2020
#2	-43.23% Apr 28, 2015 - Aug 25, 2017	-1.80% Aug 31, 2015 - May 10, 2017
#3	-37.13% Apr 21, 2011 - Jul 24, 2014	-0.65% Oct 4, 2021 - Nov 2, 2022
#4	-33.15% Jan 26, 2018 - Jul 8, 2020	-0.35% May 21, 2015 - Aug 31, 2015
#5	-11.54% Sep 5, 2014 - Jan 21, 2015	-0.30% Oct 21, 2014 - Jan 30, 2015
#6	-8.66% Nov 21, 2017 - Jan 2, 2018	-0.20% Sep 5, 2014 - Oct 16, 2014
#7	-7.42% Sep 1, 2020 - Oct 12, 2020	-0.15% Apr 3, 2025 - Apr 17, 2025
#8	-6.19% Mar 2, 2015 - Mar 30, 2015	-0.15% Mar 16, 2015 - Apr 20, 2015
#9	-5.81% Nov 6, 2020 - Jan 5, 2021	-0.13% Jan 30, 2015 - Mar 2, 2015
#10	-5.80% Jan 25, 2021 - Feb 9, 2021	-0.12% Feb 27, 2026 - Mar 30, 2026
#11	-5.72% Jul 9, 2020 - Aug 24, 2020	-0.12% Nov 23, 2018 - Dec 24, 2018
#12	-5.01% Jan 22, 2015 - Feb 26, 2015	-0.12% Jun 10, 2020 - Jun 22, 2020
#13	-3.88% Sep 19, 2017 - Oct 3, 2017	-0.12% Jul 6, 2020 - Jul 20, 2020
#14	-3.50% Apr 16, 2015 - Apr 22, 2015	-0.10% Mar 20, 2023 - Mar 23, 2023
#15	-2.83% Oct 18, 2017 - Nov 6, 2017	-0.10% Aug 7, 2014 - Aug 15, 2014

Correlation

Correlation between MCHI and FTSM is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2011 - 2026)

MCHI vs FTSM dividend yield comparison.

Year	MCHI	FTSM
2026	0.00%	1.69%
2025	2.12%	4.28%
2024	2.31%	4.91%
2023	2.66%	4.62%
2022	1.78%	1.62%
2021	1.04%	0.39%
2020	1.04%	1.20%
2019	1.45%	2.38%
2018	1.60%	2.14%
2017	1.56%	1.49%
2016	1.66%	1.03%
2015	2.76%	0.48%
2014	2.35%	0.16%
2013	2.37%	0.00%
2012	1.90%	0.00%
2011	2.61%	0.00%