BCHI vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBCHIVTIWinner
Expense Ratio0.65%0.03%
AUM$18M$663.5B
Dividend Yield3.45%1.07%
Holdings2023,543
YTD Return+4.78%+14.96%
1Y Return+17.61%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)24.0%15.4%
Max Drawdown-22.2%-56.6%
Fund FamilyGMOVanguard (US)
CategoryEquityEquity
InceptionFeb 12, 2025May 24, 2001

BCHI vs VTI Performance

GMO Beyond China ETF (BCHI) is a ETF from GMO and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BCHI returned +17.61% while VTI returned +22.39%. Year to date, BCHI is up 4.78% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

BCHI has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 15.4% for VTI. 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 -22.2% for BCHI and -56.6% for VTI. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BCHI charges 0.65% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

BCHI and VTI share 0 holdings out of 2881 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 VTI?

BCHI has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, BCHI or VTI?

Over the past year BCHI returned +17.61% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BCHI annualized +21.92% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, BCHI or VTI?

BCHI has been the more volatile fund at 24.0% annualized versus 15.4% for VTI. Worst drawdown: BCHI -22.2% vs VTI -56.6%.

Should I hold both BCHI and VTI?

BCHI and VTI have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BCHI and VTI?

BCHI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2881 unique securities.

Which pays a higher dividend, BCHI or VTI?

BCHI yields 3.45% while VTI yields 1.07%, so BCHI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.