MCHI vs LMBS

Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

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

MCHI vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCHI(ETF)	LMBS(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.59%	0.66%
Max Drawdown	63.39%	11.76%
Sharpe Ratio	-0.07	1.06
5Y Beta	0.64	0.01
5Y Dividends CAGR	8.85%	12.62%

Net Assets

MCHI

$6.30B

LMBS

$6.30B

Expense Ratio

Winner

MCHI

0.59%

LMBS

0.66%

Max Drawdown

MCHI

63.39%

Winner

LMBS

11.76%

Sharpe Ratio

MCHI

-0.07

Winner

LMBS

1.06

5Y Beta

MCHI

0.64

Winner

LMBS

0.01

5Y Dividends CAGR

MCHI

8.85%

Winner

LMBS

12.62%

MCHI vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	MCHI	LMBS
1 month	-5.81%	+0.23%
3 months	-4.94%	+0.61%
6 months	-9.78%	+1.67%
1 year	+0.46%	+5.69%
5 years(CAGR)	-5.81%	+3.04%
10 years(CAGR)	+4.80%	+2.69%
Max(CAGR)	+2.32%	+3.01%

MCHI

-5.81%

Winner

LMBS

+0.23%

MCHI

-4.94%

Winner

LMBS

+0.61%

MCHI

-9.78%

Winner

LMBS

+1.67%

MCHI

+0.46%

Winner

LMBS

+5.69%

5Y(CAGR)

MCHI

-5.81%

Winner

LMBS

+3.04%

10Y(CAGR)

Winner

MCHI

+4.80%

LMBS

+2.69%

Max(CAGR)

MCHI

+2.32%

Winner

LMBS

+3.01%

MCHI vs LMBS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MCHI	LMBS
2026	-11.91%	+1.49%
2025	+33.42%	+7.05%
2024	+20.76%	+5.30%
2023	-14.77%	+6.26%
2022	-23.00%	-2.97%
2021	-21.99%	-1.01%
2020	+23.65%	+1.60%
2019	+24.39%	+4.10%
2018	-22.78%	+1.50%
2017	+53.07%	+1.55%
2016	+3.26%	+6.56%
2015	-9.05%	+2.56%
2014	+10.05%	+1.57%
2013	-0.89%	N/A
2012	+20.85%	N/A
2011	-20.75%	N/A

MCHI vs LMBS 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 LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current MCHI drawdown is -37.73%. The current LMBS drawdown is -0.17%.

Rank	MCHI	LMBS
#1	-62.95% Feb 17, 2021 - Oct 31, 2022	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-43.23% Apr 28, 2015 - Aug 25, 2017	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-37.13% Apr 21, 2011 - Jul 24, 2014	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-33.15% Jan 26, 2018 - Jul 8, 2020	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-11.54% Sep 5, 2014 - Jan 21, 2015	-1.45% Mar 27, 2024 - May 15, 2024
#6	-8.66% Nov 21, 2017 - Jan 2, 2018	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-7.42% Sep 1, 2020 - Oct 12, 2020	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-6.19% Mar 2, 2015 - Mar 30, 2015	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-5.81% Nov 6, 2020 - Jan 5, 2021	-0.89% Apr 6, 2015 - May 7, 2015
#10	-5.80% Jan 25, 2021 - Feb 9, 2021	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-5.72% Jul 9, 2020 - Aug 24, 2020	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-5.01% Jan 22, 2015 - Feb 26, 2015	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-3.88% Sep 19, 2017 - Oct 3, 2017	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-3.50% Apr 16, 2015 - Apr 22, 2015	-0.74% May 15, 2024 - Jun 5, 2024
#15	-2.83% Oct 18, 2017 - Nov 6, 2017	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between MCHI and LMBS is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2011 - 2026)

MCHI vs LMBS dividend yield comparison.

Year	MCHI	LMBS
2026	0.00%	1.71%
2025	2.12%	4.08%
2024	2.31%	4.28%
2023	2.66%	3.96%
2022	1.78%	2.22%
2021	1.04%	2.04%
2020	1.04%	2.27%
2019	1.45%	2.55%
2018	1.60%	2.76%
2017	1.56%	2.73%
2016	1.66%	2.84%
2015	2.76%	3.03%
2014	2.35%	0.37%
2013	2.37%	0.00%
2012	1.90%	0.00%
2011	2.61%	0.00%