MCHS vs MCHI

AMCHS

BMCHI

Measures won1–3MCHI wins · of 6 · 5Y

$10,000 · 5Y$7,778MCHI

Lowest cost0.59%MCHI · $59 on $10k

Most income3.47%MCHS · $347 on $10k

Smallest drop−23.3%MCHI · worst fall in 1Y

Held in common10.4%MCHS and MCHI

MCHS

MCHI

Matthews China Discovery Active ETF MCHS · $13MiShares MSCI China ETF · $5.5B

[…]3 years · per year[…] · $12,716+8.3%

[…]5 years · per year[…] · $7,778−4.9%

0.99%Expense ratio$99 · $59 on $10k · lower wins0.59%

3.47%12-mo yield$347 · $222 on $10k2.22%

−36.7%Worst dropSmaller wins−23.3%

29.9%VolatilityLower wins18.5%

1–3MCHI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMCHS · MCHI

2.6%0700.HK13.2%

2.1%9988.HK9.1%

5.2%9999.HK1.7%

2.1%0992.HK0.9%

Held in common10.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BMCHI	iShares MSCI China ETFRead Desk		0.59%	2.22%	−0.4%	−17.2%	−20.8%	+8.3%	−4.9%	−23.3%	$5.5B
2	AMCHS	Matthews China Discovery Active ETF MCHSRead Desk		0.99%	3.47%	−1.1%	+2.6%	+2.3%	new	new	−36.7%	$13M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMCHI	iShares MSCI China ETFRead Desk		0.59%	2.22%	−0.4%	−17.2%	−20.8%	+8.3%	−4.9%	−23.3%	$5.5B
2	AMCHS	Matthews China Discovery Active ETF MCHSRead Desk		0.99%	3.47%	−1.1%	+2.6%	+2.3%	new	new	−36.7%	$13M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MCHS vs MCHI

MCHS

Matthews China Discovery Active ETF MCHS

[…]

MCHI

iShares MSCI China

$7,778

MeasureMCHSMCHI

Fee0.99%0.59%

Cost on $10k a year$99$59

Yield3.47%2.22%

5 years, per year[…]−4.9%

3 years, per year[…]+8.3%

Worst drop · 1Y−36.7%−23.3%

Volatility · 1Y29.9%18.5%

3–1measures won
MCHI first

10.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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

Overlap: MCHS, MCHI

Today

10.4%most shared, MCHS and MCHI

MCHSMCHI

MCHS—10.4%

MCHI10.4%—

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

Income After Fees on $10,000

$248most kept, MCHS

MCHS$347 − $99 = $248

MCHI$222 − $59 = $163

KeptFee

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