Compare MCHS and CGRO

MCHS and CGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

CoreValues Alpha Greater China Growth ETFThematic · China0.85%31.26%−26.2%−31.8%+1.5%[…]−33.0%21.3%$2M1.3

Matthews China Discovery Active ETF MCHSThematic · China0.99%3.30%+8.1%+6.7%[…][…]−36.7%30.4%$14M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: MCHS 2024 · CGRO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Matthews China Discovery Active ETF MCHS · $14M[…]

MCHS

CGRO

CoreValues Alpha Greater China Growth ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

MCHSMeasureCGRO

+8.1%Year to dateJan 1 → Nov 4−26.2%

+6.7%1 yearTotal return−31.8%

[…]3 years · per year$10,000 became […] · $10,472+1.5%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $85 a year on $10k · lower is better0.85%

3.30%Trailing 12-mo yield$330 · $3,126 a year on $10k31.26%

−36.7%Worst dropSmaller is better−33.0%

30.4%VolatilityLower is calmer21.3%

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

2–4CGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MCHS vs CGRO: Top 5 Holdings

Today

MCHS

23.0%in top 5

CGRO

in top 538.8%

MCHSStockCGRO

not top 5BABA9.9%

not top 5LKNCY8.3%

not top 50700.HK7.9%

not top 5603259.S7.0%

6.3%1308.HKnot top 5

not top 51810.HK5.8%

5.4%9999.HKnot top 5

3.9%ATATnot top 5

3.8%000333.Snot top 5

3.7%6990.HKnot top 5

Held in common11.1%

End-of-day Nov 4, 2026 · share of each fund

MCHS vs CGRO Returns, Every Period

1Y

Matthews AsiaMCHS

+6.7%

past year

CGROCoreValues Alpha

−31.8%

past year

MCHSCGROFaded: behind in that period

2–0MCHS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MCHS vs CGRO

YTD

Matthews AsiaMCHS

+8.1%

CGROCoreValues Alpha

−26.2%

+8.1%Year to date−26.2%

−36.7%Worst drop · 1Y−33.0%

30.4%Volatility · 1Y21.3%

3.3%Yield31.3%

$13.9MAssets$1.6M

3–1CGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCHS, CGRO

Today

0.85%lowest, CGRO

FundExpense ratioFee$10k

CGRO0.85%$85

MCHS0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MCHS, CGRO

1Y

31.26%highest, CGRO

FundTrailing yieldYield$10k

CGRO31.26%$3,126

MCHS3.30%$330

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$3,041most kept, CGRO

CGRO$3,126 − $85 = $3,041

MCHS$330 − $99 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MCHS, CGRO

Today

11.1%most shared, MCHS and CGRO

MCHSCGRO

MCHS—11.1%

CGRO11.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+6.7%MCHS, at 30.4% volatility

CGROWorst drop−33.0%21.3% vol

MCHSWorst drop−36.7%30.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGROMCHS

−26.2%Year to date+8.1%

31.3%Yield3.3%

−31.8%Past year+6.7%

0.85%Fee0.99%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026