Compare · 3 funds side by side · dividends reinvested

CXSE, MCHI and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CXSE, MCHI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.3

iShares MSCI China ETFThematic · China0.59%2.11%−13.1%−16.5%+10.2%−3.4%−23.3%19.0%$5.8B2.1

WisdomTree China ex-State-Owned Enterprises FundThematic · China0.32%2.11%−17.4%−20.3%+6.5%−8.5%−26.6%20.9%$365M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CXSE 2012 · MCHI 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree China ex-State-Owned Enterprises Fund · $365M$6,397

CXSE

MCHI

iShares MSCI China ETF · $5.8B$8,392

$10,000 five years ago, dividends reinvested · they hold 51.1% in common

CXSEMeasureMCHI

−17.4%Year to dateJan 1 → Nov 6−13.1%

−20.3%1 yearTotal return−16.5%

+6.5%3 years · per year$10,000 became $12,073 · $13,394+10.2%

−8.5%5 years · per year$10,000 became $6,397 · $8,392−3.4%

0.32%Expense ratio$32 · $59 a year on $10k · lower is better0.59%

2.11%Trailing 12-mo yield$211 · $211 a year on $10k2.11%

−26.6%Worst dropSmaller is better−23.3%

20.9%VolatilityLower is calmer19.0%

CXSEMCHI Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6MCHI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CXSE vs MCHI: Top 5 Holdings

Today

CXSE

26.8%in top 5

MCHI

in top 533.6%

CXSEStockMCHI

10.0%0700.HK13.8%

8.2%9988.HK9.6%

not top 50939.HK4.6%

3.4%300750.Snot top 5

2.9%300308.Snot top 5

not top 51810.HK2.8%

not top 51398.HK2.7%

2.4%601318.Snot top 5

Held in common51.1%

End-of-day Nov 6, 2026 · share of each fund

CXSE vs MCHI Returns, Every Period

WisdomTreeCXSE

−8.5%

5 years, per year

MCHIiShares

−3.4%

5 years, per year

CXSEMCHIFaded: behind in that period

0–4MCHI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CXSE vs MCHI

YTD

WisdomTreeCXSE

−17.4%

MCHIiShares

−13.1%

−17.4%Year to date−13.1%

−26.6%Worst drop · 1Y−23.3%

20.9%Volatility · 1Y19.0%

2.1%Yield2.1%

$365MAssets$5.8B

3–0MCHI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CXSE, MCHI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CXSE0.32%$32

MCHI0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CXSE, MCHI, VOO

2.11%highest, CXSE

FundTrailing yieldYield$10k

CXSE2.11%$211

MCHI2.11%$211

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, CXSE

CXSE$211 − $32 = $179

MCHI$211 − $59 = $152

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CXSE, MCHI, VOO

Today

51.1%most shared, CXSE and MCHI

CXSEMCHIVOO

CXSE—51.1%0.0%

MCHI51.1%—0.0%

VOO0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

MCHIWorst drop−23.3%19.0% vol

CXSEWorst drop−26.6%20.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CXSEVOO

−17.4%Year to date+8.7%

2.1%Yield1.1%

−20.3%Past year+9.8%

0.32%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026