Compare · 2 funds side by side · dividends reinvested

FCA and MCHI

FCAFirst Trust×MCHIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,385FCA · best of the two

02 / 04

FCA and MCHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust China AlphaDEX FundThematic · China0.80%5.99%−11.9%−12.7%+13.9%+0.8%−29.3%21.7%$28M1.4

iShares MSCI China ETFThematic · China0.59%2.22%−17.2%−20.8%+8.3%−4.9%−23.3%18.5%$5.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FCA 2011 · MCHI 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust China AlphaDEX Fund · $28M$10,385

FCA

MCHI

iShares MSCI China ETF · $5.5B$7,778

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

FCAMeasureMCHI

−11.9%Year to dateJan 1 → Nov 3−17.2%

−12.7%1 yearTotal return−20.8%

+13.9%3 years · per year$10,000 became $14,776 · $12,716+8.3%

+0.8%5 years · per year$10,000 became $10,385 · $7,778−4.9%

0.80%Expense ratio$80 · $59 a year on $10k · lower is better0.59%

5.99%Trailing 12-mo yield$599 · $222 a year on $10k2.22%

−29.3%Worst dropSmaller is better−23.3%

21.7%VolatilityLower is calmer18.5%

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

5–3FCA wins

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

More Ways to See the Pairs

FCA vs MCHI: Top 5 Holdings

Today

FCA

21.3%in top 5

MCHI

in top 532.6%

FCAStockMCHI

not top 50700.HK13.2%

not top 59988.HK9.1%

5.0%1919.HKnot top 5

not top 50939.HK4.8%

4.7%0857.HKnot top 5

4.4%2688.HKnot top 5

3.7%0788.HKnot top 5

3.6%2883.HKnot top 5

not top 51398.HK2.9%

not top 51810.HK2.5%

Held in common11.5%

End-of-day Nov 3, 2026 · share of each fund

FCA vs MCHI Returns, Every Period

First TrustFCA

+0.8%

5 years, per year

MCHIiShares

−4.9%

5 years, per year

FCAMCHIFaded: behind in that period

4–0FCA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FCA vs MCHI

YTD

First TrustFCA

−11.9%

MCHIiShares

−17.2%

−11.9%Year to date−17.2%

−29.3%Worst drop · 1Y−23.3%

21.7%Volatility · 1Y18.5%

6.0%Yield2.2%

$27.6MAssets$5.5B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCA, MCHI

Today

0.59%lowest, MCHI

FundExpense ratioFee$10k

MCHI0.59%$59

FCA0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCA, MCHI

5.99%highest, FCA

FundTrailing yieldYield$10k

FCA5.99%$599

MCHI2.22%$222

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$519most kept, FCA

FCA$599 − $80 = $519

MCHI$222 − $59 = $163

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FCA, MCHI

Today

11.5%most shared, FCA and MCHI

FCAMCHI

FCA—11.5%

MCHI11.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−12.7%FCA, at 21.7% volatility

MCHIWorst drop−23.3%18.5% vol

FCAWorst drop−29.3%21.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FCAMCHI

−11.9%Year to date−17.2%

6.0%Yield2.2%

−12.7%Past year−20.8%

0.80%Fee0.59%

3–1FCA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026