Compare · 3 funds side by side · dividends reinvested

GXC, MCHI and IDEQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$8,428GXC · best of the three

02 / 04

GXC, MCHI and IDEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P China ETFThematic · China0.59%2.36%−12.1%−15.9%+9.8%−3.4%−22.0%17.7%$442M1.5

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.38%+11.8%+18.2%[…][…]−12.9%19.8%$2.1B1.7

iShares MSCI China ETFThematic · China0.59%2.13%−13.7%−17.9%+9.7%−3.9%−23.3%19.0%$5.8B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: GXC 2007 · MCHI 2011 · IDEQ 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P China ETF · $442M$8,428

GXC

MCHI

iShares MSCI China ETF · $5.8B$8,204

$10,000 five years ago, dividends reinvested · they hold 75.7% in common

GXCMeasureMCHI

−12.1%Year to dateJan 1 → Nov 9−13.7%

−15.9%1 yearTotal return−17.9%

+9.8%3 years · per year$10,000 became $13,255 · $13,190+9.7%

−3.4%5 years · per year$10,000 became $8,428 · $8,204−3.9%

0.59%Expense ratio$59 · $59 a year on $10k · lower is better0.59%

2.36%Trailing 12-mo yield$236 · $213 a year on $10k2.13%

−22.0%Worst dropSmaller is better−23.3%

17.7%VolatilityLower is calmer19.0%

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

7–0GXC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GXC vs MCHI: Top 5 Holdings

Today

GXC

25.9%in top 5

MCHI

in top 533.4%

GXCStockMCHI

9.8%0700.HK13.7%

7.8%9988.HK9.4%

4.0%0939.HK4.7%

2.0%1810.HK2.8%

2.3%1398.HK2.8%

Held in common75.7%

End-of-day Nov 9, 2026 · share of each fund

GXC vs MCHI Returns, Every Period

SPDRGXC

−3.4%

5 years, per year

MCHIiShares

−3.9%

5 years, per year

GXCMCHIFaded: behind in that period

4–0GXC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

GXC vs MCHI

YTD

SPDRGXC

−12.1%

MCHIiShares

−13.7%

−12.1%Year to date−13.7%

−22.0%Worst drop · 1Y−23.3%

17.7%Volatility · 1Y19.0%

2.4%Yield2.1%

$442MAssets$5.8B

4–0GXC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GXC, MCHI, IDEQ

Today

0.40%lowest, IDEQ

FundExpense ratioFee$10k

IDEQ0.40%$40

GXC0.59%$59

MCHI0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GXC, MCHI, IDEQ

2.36%highest, GXC

FundTrailing yieldYield$10k

GXC2.36%$236

MCHI2.13%$213

IDEQ1.38%$138

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, GXC

GXC$236 − $59 = $177

MCHI$213 − $59 = $154

IDEQ$138 − $40 = $98

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GXC, MCHI, IDEQ

Today

75.7%most shared, GXC and MCHI

GXCMCHIIDEQ

GXC—75.7%3.7%

MCHI75.7%—4.1%

IDEQ3.7%4.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%IDEQ, at 19.8% volatility

GXCWorst drop−22.0%17.7% vol

MCHIWorst drop−23.3%19.0% vol

IDEQWorst drop−12.9%19.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GXCIDEQ

−12.1%Year to date+11.8%

2.4%Yield1.4%

−15.9%Past year+18.2%

0.59%Fee0.40%

3–1IDEQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026