Compare · 3 funds side by side · dividends reinvested

PGJ, MCHI and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PGJ, MCHI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

iShares MSCI China ETFThematic · China0.59%2.22%−17.2%−20.8%+8.3%−4.9%−23.3%18.5%$5.5B1.9

Invesco Golden Dragon China ETFThematic · China0.70%2.02%−25.1%−31.8%−2.3%−11.9%−33.7%23.0%$78M2.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: PGJ 2004 · MCHI 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Golden Dragon China ETF · $78M$5,307

PGJ

MCHI

iShares MSCI China ETF · $5.5B$7,778

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

PGJMeasureMCHI

−25.1%Year to dateJan 1 → Nov 3−17.2%

−31.8%1 yearTotal return−20.8%

−2.3%3 years · per year$10,000 became $9,327 · $12,716+8.3%

−11.9%5 years · per year$10,000 became $5,307 · $7,778−4.9%

0.70%Expense ratio$70 · $59 a year on $10k · lower is better0.59%

2.02%Trailing 12-mo yield$202 · $222 a year on $10k2.22%

−33.7%Worst dropSmaller is better−23.3%

23.0%VolatilityLower is calmer18.5%

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

0–8MCHI wins

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

More Ways to See the Pairs

PGJ vs MCHI: Top 5 Holdings

Today

PGJ

37.5%in top 5

MCHI

in top 532.6%

PGJStockMCHI

not top 50700.HK13.2%

9.3%YUMCnot top 5

not top 59988.HK9.1%

8.2%JDnot top 5

7.8%BABAnot top 5

6.7%NTESnot top 5

5.5%BIDUnot top 5

not top 50939.HK4.8%

not top 51398.HK2.9%

not top 51810.HK2.5%

Held in common1.4%

End-of-day Nov 3, 2026 · share of each fund

PGJ vs MCHI Returns, Every Period

InvescoPGJ

−11.9%

5 years, per year

MCHIiShares

−4.9%

5 years, per year

PGJMCHIFaded: behind in that period

0–4MCHI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PGJ vs MCHI

YTD

InvescoPGJ

−25.1%

MCHIiShares

−17.2%

−25.1%Year to date−17.2%

−33.7%Worst drop · 1Y−23.3%

23.0%Volatility · 1Y18.5%

2.0%Yield2.2%

$77.7MAssets$5.5B

4–0MCHI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PGJ, MCHI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MCHI0.59%$59

PGJ0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PGJ, MCHI, VOO

2.22%highest, MCHI

FundTrailing yieldYield$10k

MCHI2.22%$222

PGJ2.02%$202

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$163most kept, MCHI

MCHI$222 − $59 = $163

PGJ$202 − $70 = $132

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PGJ, MCHI, VOO

Today

1.4%most shared, PGJ and MCHI

PGJMCHIVOO

PGJ—1.4%0.0%

MCHI1.4%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

MCHIWorst drop−23.3%18.5% vol

PGJWorst drop−33.7%23.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MCHIVOO

−17.2%Year to date+11.5%

2.2%Yield1.1%

−20.8%Past year+11.9%

0.59%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026