BCHI vs IVV
GMO Beyond China ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BCHI delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BCHI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $18M | $865.2B | |
| Dividend Yield | 3.45% | 1.09% | |
| Holdings | 202 | 508 | |
| YTD Return | +22.35% | +13.80% | |
| 1Y Return | +39.19% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 21.2% | 15.1% | |
| Max Drawdown | -16.0% | -56.5% | |
| Fund Family | GMO | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 12, 2025 | May 15, 2000 |
BCHI vs IVV Performance
GMO Beyond China ETF (BCHI) is a ETF from GMO and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BCHI returned +39.19% while IVV returned +23.01%. Year to date, BCHI is up 22.35% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
BCHI has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.0% for BCHI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCHI charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BCHI currently yields 3.45% against 1.09% for IVV.
Holdings Overlap
BCHI and IVV share 0 holdings out of 603 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCHI or IVV?
BCHI has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, BCHI or IVV?
Over the past year BCHI returned +39.19% vs +23.01% for IVV, so BCHI leads on 1-year performance. Over the longest common window we track (2 years), BCHI annualized +35.46% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BCHI or IVV?
BCHI has been the more volatile fund at 21.2% annualized versus 15.1% for IVV. Worst drawdown: BCHI -16.0% vs IVV -56.5%.
Should I hold both BCHI and IVV?
BCHI and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCHI and IVV?
BCHI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 603 unique securities.
Which pays a higher dividend, BCHI or IVV?
BCHI yields 3.45% while IVV yields 1.09%, so BCHI currently pays the higher dividend yield.
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