MCHI 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

MetricMCHIVTIWinner
Expense Ratio0.59%0.03%
AUM$6.1B$663.5B
Dividend Yield2.14%1.07%
Holdings5823,543
YTD Return-10.92%+14.22%
1Y Return-4.44%+22.19%
3Y Return (annualized)+8.97%+21.27%
5Y Return (annualized)-3.18%+12.23%
Volatility (annualized)23.4%15.3%
Max Drawdown-63.0%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 29, 2011May 24, 2001

MCHI vs VTI Performance

iShares MSCI China ETF (MCHI) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MCHI returned -4.44% while VTI returned +22.19%. Year to date, MCHI is down 10.92% versus a gain of 14.22% for VTI.

Over three years, MCHI compounded at +8.97% per year against +21.27% for VTI; over five years the annualized figures are -3.18% and +12.23% respectively. Across the full 15-year window we track, VTI has the edge at +8.14% annualized vs +1.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCHI has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 15.3% 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 -63.0% for MCHI 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MCHI charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, MCHI currently yields 2.14% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

MCHI and VTI share 0 holdings out of 3338 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, MCHI or VTI?

MCHI has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, MCHI or VTI?

Over the past year MCHI returned -4.44% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (15 years), MCHI annualized +1.06% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, MCHI or VTI?

MCHI has been the more volatile fund at 23.4% annualized versus 15.3% for VTI. Worst drawdown: MCHI -63.0% vs VTI -56.6%.

Should I hold both MCHI and VTI?

MCHI and VTI have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MCHI and VTI?

MCHI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3338 unique securities.

Which pays a higher dividend, MCHI or VTI?

MCHI yields 2.14% while VTI yields 1.07%, so MCHI currently pays the higher dividend yield.

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