MCHI vs SMBS
Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
MCHI vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MCHI
$6.30B
Winner
SMBS
$6.40B
Expense Ratio
MCHI
0.59%
Winner
SMBS
0.03%
Max Drawdown
MCHI
63.39%
Winner
SMBS
4.02%
Sharpe Ratio
MCHI
-0.15
Winner
SMBS
0.51
5Y Beta
MCHI
0.65
Winner
SMBS
0.04
5Y Dividends CAGR
MCHI
9.91%
SMBS
N/A
MCHI vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
MCHI
-6.10%
Winner
SMBS
+0.69%
3M
MCHI
-6.19%
Winner
SMBS
+0.73%
6M
MCHI
-14.04%
Winner
SMBS
+0.76%
1Y
MCHI
-2.47%
Winner
SMBS
+5.64%
5Y(CAGR)
MCHI
-6.58%
SMBS
N/A
10Y(CAGR)
MCHI
+3.75%
SMBS
N/A
Max(CAGR)
MCHI
+1.98%
Winner
SMBS
+5.52%
MCHI vs SMBS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MCHI | SMBS |
|---|---|---|
| 2026 | -16.21% | +0.88% |
| 2025 | +33.42% | +8.23% |
| 2024 | +20.76% | -0.07% |
| 2023 | -14.77% | N/A |
| 2022 | -23.00% | N/A |
| 2021 | -21.99% | N/A |
| 2020 | +23.65% | N/A |
| 2019 | +24.39% | N/A |
| 2018 | -22.78% | N/A |
| 2017 | +53.07% | N/A |
| 2016 | +3.26% | N/A |
| 2015 | -9.05% | N/A |
| 2014 | +10.05% | N/A |
| 2013 | -0.89% | N/A |
| 2012 | +20.85% | N/A |
| 2011 | -20.75% | N/A |
MCHI vs SMBS 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 SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current MCHI drawdown is -40.77%. The current SMBS drawdown is -1.26%.
| Rank | MCHI | SMBS |
|---|---|---|
| #1 | -62.95% Feb 17, 2021 - Oct 31, 2022 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -43.23% Apr 28, 2015 - Aug 25, 2017 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -37.13% Apr 21, 2011 - Jul 24, 2014 | -2.83% Feb 27, 2026 - May 19, 2026 |
| #4 | -33.15% Jan 26, 2018 - Jul 8, 2020 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -11.54% Sep 5, 2014 - Jan 21, 2015 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -8.66% Nov 21, 2017 - Jan 2, 2018 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -7.42% Sep 1, 2020 - Oct 12, 2020 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -6.19% Mar 2, 2015 - Mar 30, 2015 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -5.81% Nov 6, 2020 - Jan 5, 2021 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -5.80% Jan 25, 2021 - Feb 9, 2021 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -5.72% Jul 9, 2020 - Aug 24, 2020 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -5.01% Jan 22, 2015 - Feb 26, 2015 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -3.88% Sep 19, 2017 - Oct 3, 2017 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -3.50% Apr 16, 2015 - Apr 22, 2015 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -2.83% Oct 18, 2017 - Nov 6, 2017 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between MCHI and SMBS is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2011 - 2026)
MCHI vs SMBS dividend yield comparison.
| Year | MCHI | SMBS |
|---|---|---|
| 2026 | 0.70% | 2.14% |
| 2025 | 2.12% | 4.83% |
| 2024 | 2.31% | 0.50% |
| 2023 | 2.66% | 0.00% |
| 2022 | 1.78% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.04% | 0.00% |
| 2019 | 1.45% | 0.00% |
| 2018 | 1.60% | 0.00% |
| 2017 | 1.56% | 0.00% |
| 2016 | 1.66% | 0.00% |
| 2015 | 2.76% | 0.00% |
| 2014 | 2.35% | 0.00% |
| 2013 | 2.37% | 0.00% |
| 2012 | 1.90% | 0.00% |
| 2011 | 2.61% | 0.00% |
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