Compare · 3 funds side by side · dividends reinvested

MCHI, SPY 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

MCHI, SPY 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

iShares MSCI China ETFThematic · China0.59%2.11%−13.1%−16.5%+10.2%−3.4%−23.3%19.0%$5.8B2.8

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: MCHI 2011 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI China ETF · $5.8B$8,392

MCHI

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MCHIMeasureSPY

−13.1%Year to dateJan 1 → Nov 6+8.7%

−16.5%1 yearTotal return+9.7%

+10.2%3 years · per year$10,000 became $13,394 · $18,039+21.7%

−3.4%5 years · per year$10,000 became $8,392 · $17,118+11.3%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

2.11%Trailing 12-mo yield$211 · $103 a year on $10k1.03%

−23.3%Worst dropSmaller is better−8.9%

19.0%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

MCHI vs SPY: Top 5 Holdings

Today

MCHI

33.6%in top 5

SPY

in top 527.8%

MCHIStockSPY

13.8%0700.HKnot top 5

9.6%9988.HKnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.6%0939.HKnot top 5

not top 5AMZN4.0%

2.8%1810.HKnot top 5

2.7%1398.HKnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

MCHI vs SPY Returns, Every Period

iSharesMCHI

−3.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MCHISPYFaded: behind in that period

0–4SPY wins

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

Thematic vs Core: MCHI vs VOO

YTD

iSharesMCHI

−13.1%

VOOVanguard

+8.7%

−13.1%Year to date+8.7%

−23.3%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y13.5%

2.1%Yield1.1%

$5.8BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: MCHI, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

MCHI0.59%$59

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

Yields: MCHI, SPY, VOO

2.11%highest, MCHI

FundTrailing yieldYield$10k

MCHI2.11%$211

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$152most kept, MCHI

MCHI$211 − $59 = $152

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: MCHI, SPY, VOO

Today

92.2%most shared, SPY and VOO

MCHISPYVOO

MCHI—0.0%0.0%

SPY0.0%—92.2%

VOO0.0%92.2%—

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

SPYWorst drop−8.9%13.6% vol

MCHIWorst drop−23.3%19.0% vol

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

Paid More vs Made More

YTD

MCHIVOO

−13.1%Year to date+8.7%

2.1%Yield1.1%

−16.5%Past year+9.8%

0.59%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%

$182BAssets$819B

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$850B

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