Both ASHX and MCHI are ETFs. ASHX has a higher 5-year return than MCHI (1.05% vs -7.39%). ASHX has a higher expense ratio than MCHI (0.6% vs 0.58%). Below is the comparison between ASHX and MCHI.
| ASHX | MCHI | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 0 |
| Category | China Region | China Region |
| Family | Deutsche Bank | BlackRock |
| Net Assets | $5.60M | N/A |
| Expense Ratio | 0.60% | 0.58% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.71% | 2.15% |
| Underlying Index | CSI 300 USD Hedged Index | MSCI China Index |
| YTD Return | -4.67% | -7.60% |
| 1-Year Return | -8.61% | -7.24% |
| 3-Year Return | 2.81% | -8.17% |
| 5-Year Return | 1.05% | -7.39% |
| 10-Year Return | 0.00% | 1.52% |
ASHX
ASHX description
DBX ETF Trust - Xtrackers MSCI China A Inclusion Equity ETF is an exchange traded fund launched and managed by DBX Advisors LLC. It invests in public equity markets of China. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the MSCI China A Inclusion Index, by using full replication technique. DBX ETF Trust - Xtrackers MSCI China A Inclusion Equity ETF was formed on October 20, 2015 and is domiciled in the United States.
ASHX performance & returns
| YTD Return | -4.67% |
| 1-Month Return | -4.61% |
| 3-Month Return | -7.11% |
| 1-Year Return | -8.61% |
| 3-Year Return | 2.81% |
| 5-Year Return | 1.05% |
| 10-Year Return | 0.00% |
ASHX holdings
Top 10 Holdings (17.90% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Kweichow Moutai Co Ltd Class A | 600519 | 5.55% |
| Contemporary Amperex Technology Co Ltd Class A | 300750 | 2.50% |
| China Merchants Bank Co Ltd Class A | 600036 | 1.81% |
| Wuliangye Yibin Co Ltd Class A | 000858 | 1.71% |
| Ping An Insurance (Group) Co. of China Ltd Class A | 601318 | 1.29% |
| China Yangtze Power Co Ltd Class A | 600900 | 1.24% |
| BYD Co Ltd Class A | 002594 | 1.12% |
| Shenzhen Mindray Bio-Medical Electronics Co Ltd Class A | 300760 | 0.93% |
| Industrial Bank Co Ltd Class A | 601166 | 0.91% |
| China Tourism Group Duty Free Corp Ltd Class A | 601888 | 0.84% |
ASHX pros
The following are ASHX strengths from our perspective:
- ASHX 3-year return is 2.66%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
ASHX cons
The following are ASHX weaknesses from our perspective:
- ASHX net assets are $5.60 million. This fund is not a popular choice with retail investors.
- ASHX 5-year return is 1.63%, which is lower than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.
- ASHX expense ratio is 0.6%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant ASHX comparisons
You may also want to check out the following ASHX comparisons that investors often look for on Finny
- ASHX vs ASHR
- ASHX vs CNYA
- ASHX vs HAHA
- ASHX vs CN
- ASHX vs CNHX
- ASHX vs FCA
- ASHX vs GXC
- ASHX vs KBA
- ASHX vs KFYP
- ASHX vs MCHI
MCHI
MCHI description
iShares Trust - iShares MSCI China ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of China. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI China Index, by using representative sampling technique. iShares Trust - iShares MSCI China ETF was formed on March 29, 2011 and is domiciled in the United States.
MCHI performance & returns
| YTD Return | -7.60% |
| 1-Month Return | -4.88% |
| 3-Month Return | -8.10% |
| 1-Year Return | -7.24% |
| 3-Year Return | -8.17% |
| 5-Year Return | -7.39% |
| 10-Year Return | 1.52% |
MCHI holdings
Top 10 Holdings (38.98% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Tencent Holdings Ltd | 00700 | 13.40% |
| Alibaba Group Holding Ltd Ordinary Shares | 09988 | 7.61% |
| Meituan Class B | 03690 | 4.15% |
| China Construction Bank Corp Class H | 00939 | 3.16% |
| Ping An Insurance (Group) Co. of China Ltd Class H | 02318 | 2.25% |
| JD.com Inc Ordinary Shares - Class A | 09618 | 1.84% |
| NetEase Inc Ordinary Shares | 09999 | 1.72% |
| PDD Holdings Inc ADR | PDD | 1.70% |
| Baidu Inc | 09888 | 1.60% |
| Bank Of China Ltd Class H | 03988 | 1.55% |
MCHI pros
None that we could think of.MCHI cons
The following are MCHI weaknesses from our perspective:
- MCHI net assets are $0.00 million. This fund is not a popular choice with retail investors.
- MCHI 3-year return is -8.28%, which is lower than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
- MCHI 5-year return is -6.34%, which is lower than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.
- MCHI 10-year return is 1.75%, which is lower than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.03%.
- MCHI expense ratio is 0.58%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant MCHI comparisons
You may also want to check out the following MCHI comparisons that investors often look for on Finny
- MCHI vs KWEB
- MCHI vs FXI
- MCHI vs GXC
- MCHI vs ASHR
- MCHI vs CNYA
- MCHI vs HAHA
- MCHI vs CN
- MCHI vs ASHX
- MCHI vs CNHX
- MCHI vs FCA
- MCHI vs KBA
- MCHI vs KFYP