Compare · 3 funds side by side · dividends reinvested

MCHI, DGS and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

MCHI, DGS and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.02%+6.3%+8.5%+13.2%+6.8%−11.6%18.6%$1.6B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

iShares MSCI China ETFThematic · China0.59%2.13%−13.7%−17.9%+9.7%−3.9%−23.3%19.0%$5.8B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: MCHI 2011 · DGS 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI China ETF · $5.8B$8,204

MCHI

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,897

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

MCHIMeasureDGS

−13.7%Year to dateJan 1 → Nov 9+6.3%

−17.9%1 yearTotal return+8.5%

+9.7%3 years · per year$10,000 became $13,190 · $14,511+13.2%

−3.9%5 years · per year$10,000 became $8,204 · $13,897+6.8%

0.59%Expense ratio$59 · $58 a year on $10k · lower is better0.58%

2.13%Trailing 12-mo yield$213 · $402 a year on $10k4.02%

−23.3%Worst dropSmaller is better−11.6%

19.0%VolatilityLower is calmer18.6%

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

0–8DGS wins

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

More Ways to See the Pairs

MCHI vs DGS: Top 5 Holdings

Today

MCHI

33.4%in top 5

DGS

in top 54.7%

MCHIStockDGS

13.7%0700.HKnot top 5

9.4%9988.HKnot top 5

4.7%0939.HKnot top 5

2.8%1810.HKnot top 5

2.8%1398.HKnot top 5

not top 5GRT.JO1.3%

not top 5OMU.JO1.1%

not top 5OMAB.MX0.8%

not top 5RDF.JO0.8%

not top 52542.TW0.7%

Held in common0.5%

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

MCHI vs DGS Returns, Every Period

iSharesMCHI

−3.9%

5 years, per year

DGSWisdomTree

+6.8%

5 years, per year

MCHIDGSFaded: behind in that period

0–4DGS wins

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

Thematic vs Income: MCHI vs DGS

YTD

iSharesMCHI

−13.7%

DGSWisdomTree

+6.3%

−13.7%Year to date+6.3%

−23.3%Worst drop · 1Y−11.6%

19.0%Volatility · 1Y18.6%

2.1%Yield4.0%

$5.8BAssets$1.6B

4–0DGS wins

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

Cost, Income and Risk

Fees: MCHI, DGS, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DGS0.58%$58

MCHI0.59%$59

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

Yields: MCHI, DGS, SMH

4.02%highest, DGS

FundTrailing yieldYield$10k

DGS4.02%$402

MCHI2.13%$213

SMH0.23%$23

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

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

MCHI$213 − $59 = $154

SMH$23 − $35 = −$12

KeptFee

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

Overlap: MCHI, DGS, SMH

Today

0.5%most shared, MCHI and DGS

MCHIDGSSMH

MCHI—0.5%0.0%

DGS0.5%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

DGSWorst drop−11.6%18.6% vol

MCHIWorst drop−23.3%19.0% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

DGSSMH

+6.3%Year to date+35.3%

4.0%Yield0.2%

+8.5%Past year+39.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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