MCHI vs SPY
Comparison between ISHARES MSCI CHINA ETF (MCHI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MCHI, delivering a return of +13.3% compared to -4.4%
MCHI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MCHI
$6.60B
Winner
SPY
$652B
Expense Ratio
MCHI
0.59%
Winner
SPY
0.09%
Max Drawdown
MCHI
63.39%
Winner
SPY
56.47%
Sharpe Ratio
MCHI
0.54
Winner
SPY
2.07
5Y Beta
Winner
MCHI
0.64
SPY
1.00
P/E Ratio
MCHI
N/A
SPY
28.24
Forward P/E
MCHI
N/A
SPY
21.85
5Y Dividends CAGR
Winner
MCHI
8.85%
SPY
5.43%
5Y EPS CAGR
MCHI
N/A
SPY
25.79%
Debt to Equity
MCHI
N/A
SPY
22.35%
P/S Ratio
MCHI
N/A
SPY
3.55
P/B Ratio
MCHI
N/A
SPY
5.29
MCHI vs SPY - Holdings Comparison
MCHI and SPY have 1 common holdings. Overlap is -0.11%
MCHI's top 25 holdings weight is 55.71%. SPY's top 25 holdings weight is 51.32%.
| Rank | MCHI | SPY |
|---|---|---|
| #1 | TENCENT HOLDINGS LTD (n/a) - 14.31% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | n/a (n/a) - 10.48% | APPLE INC (AAPL) - 6.48% |
| #3 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.01% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PDD HOLDINGS INC ADR (PDD) - 2.56% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | XIAOMI CORP CLASS B (n/a) - 2.50% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | n/a (n/a) - 2.34% | BROADCOM INC (AVGO) - 3.09% |
| #7 | n/a (n/a) - 2.11% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MEITUAN CLASS B (n/a) - 1.90% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | BYD CO LTD CLASS H (n/a) - 1.83% | TESLA INC (TSLA) - 1.73% |
| #10 | BANK OF CHINA LTD CLASS H (n/a) - 1.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | NETEASE INC ORDINARY SHARES (n/a) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.31% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | BAIDU INC (n/a) - 1.31% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | TRIP.COM GROUP LTD (n/a) - 1.19% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | PETROCHINA CO LTD CLASS H (n/a) - 1.13% | WALMART INC (WMT) - 0.91% |
| #16 | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.03% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.93% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.92% | VISA INC CLASS A (V) - 0.85% |
| #19 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.80% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.75% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (n/a) - 0.24% | INTEL CORP (INTC) - 0.65% |
| #22 | ENN ENERGY HOLDINGS LTD (n/a) - 0.24% | NETFLIX INC (NFLX) - 0.64% |
| #23 | CHINA MENGNIU DAIRY CO LTD (n/a) - 0.24% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | JD HEALTH INTERNATIONAL INC (n/a) - 0.24% | CHEVRON CORP (CVX) - 0.58% |
| #25 | n/a (n/a) - 0.23% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 539 | 505 |
MCHI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MCHI
+1.78%
Winner
SPY
+9.11%
3M
MCHI
-5.89%
Winner
SPY
+6.59%
6M
MCHI
-7.19%
Winner
SPY
+10.56%
1Y
MCHI
+11.53%
Winner
SPY
+32.04%
5Y(CAGR)
MCHI
-4.43%
Winner
SPY
+13.35%
10Y(CAGR)
MCHI
+5.66%
Winner
SPY
+15.49%
Max(CAGR)
MCHI
+2.76%
Winner
SPY
+8.50%
MCHI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MCHI | SPY |
|---|---|---|
| 2026 | -6.30% | +8.27% |
| 2025 | +33.42% | +18.00% |
| 2024 | +20.76% | +25.59% |
| 2023 | -14.77% | +26.72% |
| 2022 | -23.00% | -18.64% |
| 2021 | -21.99% | +30.52% |
| 2020 | +23.65% | +17.28% |
| 2019 | +24.39% | +31.09% |
| 2018 | -22.78% | -5.24% |
| 2017 | +53.07% | +20.78% |
| 2016 | +3.26% | +13.59% |
| 2015 | -9.05% | +1.31% |
| 2014 | +10.05% | +14.56% |
| 2013 | -0.89% | +29.00% |
| 2012 | +20.85% | +14.17% |
| 2011 | -20.75% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MCHI vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MCHI drawdown is -33.76%.
| Rank | MCHI | SPY |
|---|---|---|
| #1 | -62.95% Feb 17, 2021 - Oct 31, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.23% Apr 28, 2015 - Aug 25, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.13% Apr 21, 2011 - Jul 24, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.15% Jan 26, 2018 - Jul 8, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.54% Sep 5, 2014 - Jan 21, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.66% Nov 21, 2017 - Jan 2, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.42% Sep 1, 2020 - Oct 12, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.19% Mar 2, 2015 - Mar 30, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.81% Nov 6, 2020 - Jan 5, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.80% Jan 25, 2021 - Feb 9, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.72% Jul 9, 2020 - Aug 24, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.01% Jan 22, 2015 - Feb 26, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.88% Sep 19, 2017 - Oct 3, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.50% Apr 16, 2015 - Apr 22, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.83% Oct 18, 2017 - Nov 6, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MCHI and SPY is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
Dividend Comparison (1999 - 2026)
MCHI vs SPY dividend yield comparison.
| Year | MCHI | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.12% | 1.07% |
| 2024 | 2.31% | 1.21% |
| 2023 | 2.66% | 1.40% |
| 2022 | 1.78% | 1.65% |
| 2021 | 1.04% | 1.20% |
| 2020 | 1.04% | 1.52% |
| 2019 | 1.45% | 1.75% |
| 2018 | 1.60% | 2.04% |
| 2017 | 1.56% | 1.80% |
| 2016 | 1.66% | 2.03% |
| 2015 | 2.76% | 2.06% |
| 2014 | 2.35% | 1.87% |
| 2013 | 2.37% | 1.81% |
| 2012 | 1.90% | 2.18% |
| 2011 | 2.61% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: MCHI vs SPY
More Comparisons
Compare with similar stocks