MCH vs VYM

MCH vs VYM

Which is better, MCH or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.4%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricMCHVYM
Expense Ratio0.79%0.04%Best
AUM$22M$81.6B
Dividend Yield1.72%2.22%
Holdings57613
YTD Return-4.87%+11.35%Best
1Y Return-4.76%+15.34%Best
3Y Return (annualized)+11.64%+17.22%Best
5Y Return (annualized)-+12.30%
Volatility (annualized)30.3%13.4%Best
Max Drawdown-40.5%-14.5%Best
$10,000 over 4.2 years$11,686$17,894Best
Top 10 Weight44.4%26.1%Best
Fund FamilyMatthews Asia FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJul 13, 2022Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 14, 2022 to Sep 18, 2026 (4.2 years).

MCH vs VYM 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 4.2 years both funds cover.

MCH vs VYM Performance

Matthews China Active ETF (MCH) is an ETF from Matthews Asia Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MCH returned -4.76% while VYM returned +15.34%. Year to date, MCH is down 4.87% versus a gain of 11.35% for VYM.

Over three years, MCH compounded at +11.64% per year against +17.22% for VYM. Across the full 4-year window we track, VYM has the edge at +14.86% annualized vs +3.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCH has been the more volatile fund, with annualized monthly volatility of 30.3% compared with 13.4% for VYM. 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 -40.5% for MCH and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MCH charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, MCH currently yields 1.72% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 54 holdings in MCH and 557 in VYM, totalling 100.0% and 99.2% 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 54 positions we hold weights for in MCH and 557 in VYM, against full books of 57 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for MCH (97.1% of the fund), and 2 for MCH that do not appear in VYM (1.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

MCHVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MCH or VYM?

MCH has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.

Which performed better, MCH or VYM?

Over the past year MCH returned -4.76% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), MCH annualized +3.78% vs +14.86% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MCH or VYM?

MCH has been the more volatile fund at 30.3% annualized versus 13.4% for VYM. Worst drawdown: MCH -40.5% vs VYM -14.5%.

Should I hold both MCH and VYM?

MCH and VYM have a monthly-return correlation of 0.35, 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, MCH or VYM?

MCH yields 1.72% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than MCH?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.