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FXI
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iShares China Large-Cap ETF (FXI)

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$36.83
Last Close (24-hour delay)
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Upturn Advisory Summary

07/01/2025: FXI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/01/2025

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

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iShares China Large-Cap ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

BlackRock has significant expertise in managing international equity ETFs, leveraging its global research and investment capabilities.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.