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Upturn AI SWOT - About
iShares China Large-Cap ETF (FXI)
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Upturn Advisory Summary
07/17/2025: FXI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.43% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 24.59 - 38.73 | Updated Date 06/29/2025 |
52 Weeks Range 24.59 - 38.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares China Large-Cap ETF
ETF Overview
Overview
The iShares China Large-Cap ETF (FXI) seeks to track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange. It provides exposure to the largest publicly traded companies in China.
Reputation and Reliability
BlackRock, the issuer, is the world's largest asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has significant expertise in managing international equity ETFs, leveraging its global research and investment capabilities.
Investment Objective
Goal
To track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange.
Investment Approach and Strategy
Strategy: FXI aims to replicate the performance of the FTSE China 50 Index.
Composition The ETF primarily holds stocks of large-cap Chinese companies listed on the Hong Kong Stock Exchange.
Market Position
Market Share: FXI holds a significant market share within the China large-cap equity ETF category, although subject to competition from other similar ETFs.
Total Net Assets (AUM): 2610000000
Competitors
Key Competitors
- MCHI
- GXC
- KWEB
Competitive Landscape
The competitive landscape is characterized by several ETFs offering exposure to Chinese equities. FXI's advantage lies in its long history and high liquidity. However, its narrower index may lead to underperformance compared to more diversified China ETFs like MCHI. The expense ratio can also be a disadvantage relative to lower-cost competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the specific time period. Returns are strongly linked to the performance of the Chinese stock market. Specific performance figures require up-to-date data.
Benchmark Comparison: FXI's performance should closely track the FTSE China 50 Index. Deviations may occur due to tracking error and expense ratio.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
FXI exhibits high liquidity with a substantial average daily trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for FXI is typically tight, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes, geopolitical factors, and global market sentiment significantly influence FXI's performance.
Growth Trajectory
FXI's growth is tied to the overall expansion and stability of the Chinese economy and the performance of its large-cap companies.
Moat and Competitive Advantages
Competitive Edge
FXI benefits from being one of the oldest and most liquid China large-cap ETFs. This provides it with a strong trading volume and visibility among investors. BlackRock's brand recognition and experience in managing ETFs further enhance its appeal. However, it faces competition from broader China ETFs with potentially better diversification and lower expense ratios. Overall, FXI's advantages stem from its history and liquidity within a specific segment of the Chinese equity market.
Risk Analysis
Volatility
FXI's volatility is generally high due to the inherent volatility of the Chinese stock market.
Market Risk
Specific risks include regulatory risk in China, currency fluctuations, and geopolitical tensions.
Investor Profile
Ideal Investor Profile
FXI is suited for investors seeking targeted exposure to large-cap Chinese companies and who are comfortable with the associated risks.
Market Risk
FXI may be suitable for long-term investors seeking international diversification, but should be used with caution by active traders due to its volatility.
Summary
The iShares China Large-Cap ETF (FXI) provides access to the largest Chinese companies traded on the Hong Kong Stock Exchange, tracking the FTSE China 50 Index. BlackRock's experience ensures robust management, but it faces competition from broader China ETFs with different compositions and lower expense ratios. Investors should be aware of the risks associated with investing in Chinese equities, including regulatory and geopolitical uncertainties. Despite its advantages, the expense ratio and concentrated holdings are some factors to consider when comparing it to similar ETFs. Overall, FXI can be a suitable choice for investors seeking targeted exposure to large-cap China, with awareness of the risks involved.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Yahoo Finance
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market conditions can change rapidly, impacting the accuracy of the data. The AI-based rating is an estimate based on the available information and should not be the sole basis for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares China Large-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index designed to measure the performance of the largest companies in the Chinese equity market that trade on the Stock Exchange of Hong Kong and are available to international investors. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.