FXI vs VLUE

iShares China Large-Cap ETF vs iShares MSCI USA Value Factor ETF

Quick take
  • VLUE has the lower expense ratio at 0.15% vs 0.73% for FXI.
  • FXI pays a higher dividend yield (2.52%).

Side-by-side metrics

MetricFXIVLUE
Expense ratio
Annual fee. Lower is better.
0.73%0.15%
Dividend yield
Trailing 12-month yield.
2.52%1.70%
AUM
Assets under management — bigger funds are typically more liquid.
$6.07B$12.05B
YTD return
-2.09%30.27%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.551.12
P/E ratio
10.2219.08
Last price
$37.19$174.81
Inception
Issuer
iSharesiShares

FXI top holdings

Top holdings · FXI
9988.HKAlibaba Group Holding Ltd Ordinary Shares8.56%
00939China Construction Bank Corp Class H8.30%
0700.HKTencent Holdings Ltd7.69%
01398Industrial And Commercial Bank Of China Ltd Class H6.08%
1810.HKXiaomi Corp Class B5.41%
3690.HKMeituan Class B4.79%
02318Ping An Insurance (Group) Co. of China Ltd Class H4.42%
01211BYD Co Ltd Class H4.08%
03988Bank Of China Ltd Class H3.75%
9999.HKNetEase Inc Ordinary Shares3.52%
Sector breakdown · FXI
Real Estate1.0%
Consumer Cyclical27.3%
Basic Materials4.1%
Consumer Defensive0.9%
Technology5.4%
Communication Services15.8%
Financial Services34.7%
Utilities0.4%
Industrials2.4%
Energy5.6%
Healthcare2.3%

VLUE top holdings

Top holdings · VLUE
MUMicron Technology Inc11.62%
INTCIntel Corp9.28%
CSCOCisco Systems Inc4.90%
AMATApplied Materials Inc3.67%
GMGeneral Motors Co3.15%
VZVerizon Communications Inc2.66%
TAT&T Inc2.53%
CCitigroup Inc1.94%
WDCWestern Digital Corp1.89%
BACBank of America Corp1.88%
Sector breakdown · VLUE
Real Estate1.8%
Consumer Cyclical8.3%
Basic Materials1.6%
Consumer Defensive4.0%
Technology44.5%
Communication Services8.3%
Financial Services10.4%
Utilities1.9%
Industrials7.4%
Energy3.2%
Healthcare8.5%

About FXI

FXI (iShares China Large-Cap ETF) is Largest 50 Chinese companies. Managed by iShares, the fund carries $6.1B in assets under management, an expense ratio of 0.73%, a dividend yield of 2.52%. Its largest holding is Alibaba Group Holding Ltd Ordinary Shares (9988.HK), which represents 8.6% of the portfolio. Real Estate is the fund's largest sector exposure at 1.0%.

About VLUE

VLUE (iShares MSCI USA Value Factor ETF) is US stocks with attractive valuations vs fundamentals. Managed by iShares, the fund carries $12.0B in assets under management, an expense ratio of 0.15%, a dividend yield of 1.70%. Its largest holding is Micron Technology Inc (MU), which represents 11.6% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.