MCHS vs MCHI

AMCHS

BMCHI

Measures won1–3MCHI wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · MCHI $8,208

Lowest cost0.35%SMH · $35 on $10k

Most income3.30%MCHS · $330 on $10k

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

Held in common10.3%MCHS and MCHI

MCHS

MCHI

Matthews China Discovery Active ETF MCHS · $14MiShares MSCI China ETF · $5.8B

[…]3 years · per year[…] · $13,103+9.4%

[…]5 years · per year[…] · $8,208−3.9%

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

3.30%12-mo yield$330 · $213 on $10k2.13%

−36.7%Worst dropSmaller wins−23.3%

30.4%VolatilityLower wins19.1%

1–3MCHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMCHS · MCHI

2.6%0700.HK13.5%

2.1%9988.HK9.3%

5.4%9999.HK1.8%

2.0%0992.HK0.8%

Held in common10.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BMCHI	iShares MSCI China ETFRead Desk	0.59%	2.13%	+4.4%	−13.6%	−17.3%	+9.4%	−3.9%	−23.3%	$5.8B
3	AMCHS	Matthews China Discovery Active ETF MCHSRead Desk	0.99%	3.30%	+5.3%	+8.1%	+6.7%	new	new	−36.7%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BMCHI	iShares MSCI China ETFRead Desk	0.59%	2.13%	+4.4%	−13.6%	−17.3%	+9.4%	−3.9%	−23.3%	$5.8B
3	AMCHS	Matthews China Discovery Active ETF MCHSRead Desk	0.99%	3.30%	+5.3%	+8.1%	+6.7%	new	new	−36.7%	$14M

End-of-day Nov 4, 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

$8,208

MeasureMCHSMCHI

Fee0.99%0.59%

Cost on $10k a year$99$59

Yield3.30%2.13%

5 years, per year[…]−3.9%

3 years, per year[…]+9.4%

Worst drop · 1Y−36.7%−23.3%

Volatility · 1Y30.4%19.1%

3–1measures won
MCHI first

10.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: MCHS, MCHI, SMH

Today

10.3%most shared, MCHS and MCHI

MCHSMCHISMH

MCHS—10.3%0.0%

MCHI10.3%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$231most kept, MCHS

MCHS$330 − $99 = $231

MCHI$213 − $59 = $154

SMH$22 − $35 = −$13

KeptFee

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