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iShares MSCI China ETF(MCHI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MCHI
09/11/2026: MCHI (2-star) is a SELL. SELL for 3 days. Simulated Profits (-4.41%). Updated daily EoD!
MCHI is a leading ETF providing broad exposure to Chinese large- and mid-cap equities, primarily tracking the MSCI China Index. Its primary strengths lie in its massive scale, high liquidity, and lower expense ratio, making it an institutional-grade tool for accessing the Chinese market. It is best used as a long-term tactical holding within a diversified portfolio. Investors must weigh the potential for high growth against significant concentration, regulatory, and geopolitical risks inherent to Chinese markets. It is most suitable for growth-oriented investors who can tolerate high volatility and monitor the evolving political and economic climate in China.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides exposure to rapidly growing Chinese tech and consumer sectors. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders can utilize MCHI when market sentiment toward Chinese equities shifts positively. |
| Value investor | Mixed fit | While many underlying holdings may appear undervalued, geopolitical and regulatory risks can distort traditional value metrics. |
| Dividend/Income investor | Weak fit | MCHI is designed for capital appreciation rather than consistent high-yield income generation. |
| Low-risk investor | Weak fit | Exposure to emerging markets carries high geopolitical and regulatory volatility that is unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institution with a high risk tolerance seeking long-term growth exposure to China.
Suitability
MCHI is best suited for long-term investors looking to diversify a global portfolio, rather than for active traders or those seeking income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Chinese markets are prone to significant price swings driven by policy changes. |
| Market risk | High | Investors are exposed to the systemic risks of the Chinese economy. |
| Concentration | Medium / high | The fund is weighted toward a few large sectors and companies, which creates specific sector risk. |
| Tracking/expense | Low | BlackRock's management ensures that tracking error remains minimal. |
| Liquidity | Low | The high volume of trading typically ensures easy exit for investors. |
| Business/sector quality | Medium | Regulatory crackdowns on specific industries can impact the quality of the underlying assets. |
Risk Analysis
Volatility
MCHI exhibits high volatility compared to US broad-market indices, largely driven by the regulatory and political nature of the Chinese market.
Market Risk
The fund is highly sensitive to the stability of the Chinese macro-economy, trade policy, and international relations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Consumer Discretionary | 30 | This sector captures China's growing domestic consumption and retail trends. |
| Sector | Communication Services | 18 | This provides exposure to major Chinese internet and social media giants. |
| Sector | Financials | 16 | Financials serve as a proxy for the stability and growth of the broader Chinese banking and insurance industry. |
| Sector | Industrials/Other | 36 | The remaining portion of the portfolio covers diversified sectors like technology, healthcare, and real estate to balance risk. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 18.4% | Avg. Invested days 50 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 13, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.13B |
| Issuer | iShares |
| Expense Ratio | 0.59% |
| Distribution Yield | 2% |
| Inception | Mar 29, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | -11.26% |
| 1 Year | -15.96% |
| 3 Year | +8.62% |
| 5 Year | -3.76% |
| 10 Year | +2.85% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.03% |
| 3Y Volatility | 20.79% |
| 3Y Sharpe Ratio | 0.32 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 64.61% |
| Large Cap | 30.43% |
| Mid Cap | 3.56% |
| Small Cap | 0.50% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 22.63% |
| Financial Services | 20.88% |
| Communication Services | 17.73% |
| Technology | 11.77% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.91x |
| Portfolio P/B | 1.46x |
| Portfolio P/S | 1.34x |
| Holdings Turnover | 13.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Tencent Holdings | 13.46% |
| Alibaba Group Holding | 9.24% |
| China Construction Bank | 4.24% |
| Industrial and Commercial Bank of China | 2.55% |
| Xiaomi | 2.28% |
Upturn AI Summary
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.
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