CHIQ vs VTI

CHIQ vs VTI

Which is better, CHIQ or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCHIQVTI
Expense Ratio0.65%0.03%Best
AUM$113M$666.9B
Dividend Yield1.64%1.03%
Holdings593,543
YTD Return-25.12%+12.57%Best
1Y Return-29.37%+17.22%Best
3Y Return (annualized)-3.15%+20.87%Best
5Y Return (annualized)-10.38%+11.86%Best
Volatility (annualized)28.1%14.9%Best
Max Drawdown-67.0%-35.0%Best
$10,000 over 5 years$5,781$17,514Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 30, 2009May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 1, 2009 to Sep 11, 2026 (16.8 years).

CHIQ vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.8 years both funds cover.

CHIQ vs VTI Performance

Global X MSCI China Consumer Discretionary ETF (CHIQ) is an ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CHIQ returned -29.37% while VTI returned +17.22%. Year to date, CHIQ is down 25.12% versus a gain of 12.57% for VTI.

Over three years, CHIQ compounded at -3.15% per year against +20.87% for VTI; over five years the annualized figures are -10.38% and +11.86% respectively. Across the full 17-year window we track, VTI has the edge at +12.56% annualized vs +0.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CHIQ has been the more volatile fund, with annualized monthly volatility of 28.1% compared with 14.9% 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 -67.0% for CHIQ and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CHIQ 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, CHIQ currently yields 1.64% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 56 holdings in CHIQ and 2,787 in VTI, totalling 99.6% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 56 positions we hold weights for in CHIQ and 2,787 in VTI, against full books of 59 and 3,543.

You are not choosing between two funds in isolation.

Whichever of CHIQ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CHIQVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHIQ or VTI?

CHIQ has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, CHIQ or VTI?

Over the past year CHIQ returned -29.37% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), CHIQ annualized +0.41% vs +12.56% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CHIQ or VTI?

CHIQ has been the more volatile fund at 28.1% annualized versus 14.9% for VTI. Worst drawdown: CHIQ -67.0% vs VTI -35.0%.

Should I hold both CHIQ and VTI?

CHIQ and VTI have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CHIQ or VTI?

CHIQ yields 1.64% while VTI yields 1.03%, so CHIQ currently pays the higher dividend yield.

Is VTI better than CHIQ?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.