Compare · 3 funds side by side · dividends reinvested

MCHS, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

MCHS, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.0

Matthews China Discovery Active ETF MCHSThematic · China0.99%3.34%+6.7%+6.6%[…][…]−36.7%30.4%$14M2.5

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: MCHS 2024 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MCHS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

MCHSMeasureSCHD

+6.7%Year to dateJan 1 → Nov 6+31.4%

+6.6%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.99%Expense ratio$99 · $6 a year on $10k · lower is better0.06%

3.34%Trailing 12-mo yield$334 · $300 a year on $10k3.00%

−36.7%Worst dropSmaller is better−6.9%

30.4%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

MCHS vs SCHD: Top 5 Holdings

Today

MCHS

21.4%in top 5

SCHD

in top 521.4%

MCHSStockSCHD

5.5%9999.HKnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.2%9988.HKnot top 5

not top 5AMGN4.1%

3.9%603699.Snot top 5

3.9%6990.HKnot top 5

3.8%ATATnot top 5

Held in common0.0%

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

MCHS vs SCHD Returns, Every Period

Matthews AsiaMCHS

+6.6%

past year

SCHDSchwab

+37.0%

past year

MCHSSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: MCHS vs SCHD

YTD

Matthews AsiaMCHS

+6.7%

SCHDSchwab

+31.4%

+6.7%Year to date+31.4%

−36.7%Worst drop · 1Y−6.9%

30.4%Volatility · 1Y11.7%

3.3%Yield3.0%

$14.0MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MCHS, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

MCHS0.99%$99

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

Yields: MCHS, SCHD, SMH

3.34%highest, MCHS

FundTrailing yieldYield$10k

MCHS3.34%$334

SCHD3.00%$300

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MCHS$334 − $99 = $235

SMH$24 − $35 = −$11

KeptFee

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

Overlap: MCHS, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

MCHSSCHDSMH

MCHS—0.0%0.0%

SCHD0.0%—7.9%

SMH0.0%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

MCHSWorst drop−36.7%30.4% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

MCHSSCHD

+6.7%Year to date+31.4%

3.3%Yield3.0%

+6.6%Past year+37.0%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026