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MCHS vs SPY

Comparison between MATTHEWS CHINA DISCOVERY ACTIVE ETF (MCHS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MCHS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MCHS
$19M
Winner
SPY
$795B
Expense Ratio
MCHS
0.89%
Winner
SPY
0.09%
Max Drawdown
Winner
MCHS
27.68%
SPY
56.47%
Sharpe Ratio
MCHS
0.87
Winner
SPY
1.25
5Y Beta
Winner
MCHS
0.83
SPY
1.00
P/E Ratio
MCHS
N/A
SPY
26.08
Forward P/E
MCHS
N/A
SPY
20.91
PEG Ratio
MCHS
N/A
SPY
0.37
5Y Dividends CAGR
MCHS
N/A
SPY
6.00%
5Y EPS CAGR
MCHS
N/A
SPY
26.38%
Debt to Equity
MCHS
N/A
SPY
45.86%
P/S Ratio
MCHS
N/A
SPY
3.75
P/B Ratio
MCHS
N/A
SPY
5.57

MCHS vs SPY - Holdings Comparison

MCHS and SPY have 1 common holdings. Overlap is 0.00%

MCHS's top 25 holdings weight is 78.80%. SPY's top 25 holdings weight is 51.61%.

RankMCHSSPY
#1
MIDEA GROUP CO LTD CLASS A (n/a) - 5.30%
NVIDIA CORP (NVDA) - 7.90%
#2
JP MORGAN US GOVT CAPITAL 3164 (n/a) - 5.06%
APPLE INC (AAPL) - 6.79%
#3
SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 4.91%
MICROSOFT CORP (MSFT) - 5.64%
#4
NETEASE INC ADR (NTES) - 4.62%
AMAZON.COM INC (AMZN) - 4.08%
#5
BEIJING HUAFENG TEST & CONTROL TECHNOLOGY CO LTD CLASS A (n/a) - 4.22%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.19%
BROADCOM INC (AVGO) - 3.00%
#7
NEWAY VALVE (SUZHOU) CO LTD CLASS A (n/a) - 4.13%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
LUCKIN COFFEE INC ADR (LKNCY) - 3.79%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
SICHUAN KELUN-BIOTECH BIOPHARMACEUTICAL CO LTD CLASS H SHARES (n/a) - 3.65%
ELI LILLY AND CO (LLY) - 1.46%
#10
ATOUR LIFESTYLE HOLDINGS LTD ADR (ATAT) - 3.34%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
ACTER TECHNOLOGY INTEGRATION GROUP CO LTD CLASS A (n/a) - 2.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
LENOVO GROUP LTD (n/a) - 2.84%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
WASION HOLDINGS LTD (n/a) - 2.79%
TESLA INC (TSLA) - 1.40%
#14
UNIMICRON TECHNOLOGY CORP (n/a) - 2.78%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
MINTH GROUP LTD (n/a) - 2.72%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
WUXI NCE POWER CO LTD CLASS A (n/a) - 2.63%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
SIEYUAN ELECTRIC CO LTD CLASS A (n/a) - 2.37%
VISA INC CLASS A (V) - 0.90%
#18
PRECISION TSUGAMI (CHINA) CORP LTD (n/a) - 2.26%
WALMART INC (WMT) - 0.74%
#19
SANY HEAVY EQUIPMENT INTERNATIONAL HOLDINGS CO LTD (n/a) - 2.19%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
CHINA RESOURCES LAND LTD (n/a) - 2.16%
INTEL CORP (INTC) - 0.69%
#21
INNOVENT BIOLOGICS INC (n/a) - 2.13%
MASTERCARD INC CLASS A (MA) - 0.68%
#22
ASMPT LTD (n/a) - 2.02%
ABBVIE INC (ABBV) - 0.66%
#23
ADVANCED MICRO-FABRICATION EQUIPMENT INC CLASS A (n/a) - 1.99%
COSTCO WHOLESALE CORP (COST) - 0.63%
#24
JIANGSU HENGRUI PHARMACEUTICALS CO LTD CLASS A (n/a) - 1.86%
APPLIED MATERIALS INC (AMAT) - 0.62%
#25
MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.86%
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings51505

MCHS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MCHS
+1.13%
Winner
SPY
+4.33%
3M
MCHS
-11.24%
Winner
SPY
+3.01%
6M
MCHS
+5.10%
Winner
SPY
+13.01%
1Y
Winner
MCHS
+31.78%
SPY
+20.57%
5Y(CAGR)
MCHS
N/A
SPY
+12.88%
10Y(CAGR)
MCHS
N/A
SPY
+15.34%
Max(CAGR)
Winner
MCHS
+25.80%
SPY
+8.59%

MCHS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMCHSSPY
2026+27.51%+13.47%
2025+32.80%+18.00%
2024+6.62%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MCHS vs SPY Drawdown Comparison

The maximum drawdown for MCHS was -24.83%, occurring on Jul 30, 2026. 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 MCHS drawdown is -19.38%. The current SPY drawdown is -0.87%.

RankMCHSSPY
#1-24.83%
Jun 30, 2026 - Jul 30, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.69%
Oct 7, 2024 - Jul 22, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.87%
May 17, 2024 - Sep 30, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.15%
Mar 2, 2026 - Apr 17, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.65%
Jan 12, 2024 - Feb 27, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.19%
Oct 2, 2025 - Jan 7, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.58%
May 13, 2026 - Jun 17, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.39%
Mar 12, 2024 - Apr 29, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.03%
Aug 26, 2025 - Sep 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.50%
Jun 22, 2026 - Jun 30, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.20%
Feb 3, 2026 - Feb 9, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.09%
Oct 2, 2024 - Oct 4, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.79%
Jul 29, 2025 - Aug 11, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.45%
Apr 22, 2026 - Apr 30, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.42%
May 6, 2024 - May 9, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MCHS and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

MCHS vs SPY dividend yield comparison.

YearMCHSSPY
20260.00%0.48%
20253.56%1.07%
20245.48%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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