Trade tensions are high heading into 2019, and it’s not looking like the U.S. or China are going to be making any resolutions this new year. Authorities in the two countries have enacted new tariffs on products that are commonly exchanged, including cars, smartphones, and soybeans. President Donald Trump and President Xi Jinping agreed upon a temporary truce at the G20 Summit earlier in December, but investors and market analysts are holding their breaths for the next chapter in the U.S.-China trade war.

Trade tensions or not, many U.S. exchange-traded funds (ETFs) remain interested in China-based corporations. In fact, there are a number of ETFs focused exclusively on China equities at this time. For many of these funds, the fallout from the U.S.-China trade war has been disastrous. In fact, at the time of writing, only a handful of ETFs investing in China have managed to eke out positive returns year-to-date. In this article, we take a closer look at some of the best — or in many cases, the least bad — ETF performers investing in Chinese companies right now.

(Commentary first published by on 25th of June 2019, source here)

Best performing YTD ETFs with China Exposure

Rank Company Fund Name YTD AUM (M$) Last Month 3 Years CAGR

(Fund criteria used: Track Record > 3 Yrs, AUM >1 BN, China Exposure)

Download Report

View in-depth analysis on

Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.


Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.