MCHS vs VTI
Matthews China Discovery Active ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. MCHS delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | MCHS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $20M | $663.5B | |
| Dividend Yield | 1.56% | 1.07% | |
| Holdings | 55 | 3,543 | |
| YTD Return | +28.53% | +14.96% | |
| 1Y Return | +35.95% | +22.39% | |
| 3Y Return (annualized) | - | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 29.8% | 15.4% | |
| Max Drawdown | -24.8% | -56.6% | |
| Fund Family | Matthews Asia Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2024 | May 24, 2001 |
MCHS vs VTI Performance
Matthews China Discovery Active ETF (MCHS) is a ETF from Matthews Asia Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MCHS returned +35.95% while VTI returned +22.39%. Year to date, MCHS is up 28.53% versus a gain of 14.96% for VTI.
Risk: Volatility and Drawdowns
MCHS has been the more volatile fund, with annualized monthly volatility of 29.8% 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 -24.8% for MCHS 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MCHS charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, MCHS currently yields 1.56% against 1.07% for VTI.
Holdings Overlap
MCHS and VTI share 1 holdings out of 2833 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MCHS | Weight in VTI | Difference |
|---|---|---|---|
| ACMR | 2.80% | 0.00% | 2.80% |
Frequently Asked Questions
Which is cheaper, MCHS or VTI?
MCHS has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, MCHS or VTI?
Over the past year MCHS returned +35.95% vs +22.39% for VTI, so MCHS leads on 1-year performance. Over the longest common window we track (3 years), MCHS annualized +28.63% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, MCHS or VTI?
MCHS has been the more volatile fund at 29.8% annualized versus 15.4% for VTI. Worst drawdown: MCHS -24.8% vs VTI -56.6%.
Should I hold both MCHS and VTI?
MCHS and VTI have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MCHS and VTI?
MCHS and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2833 unique securities.
Which pays a higher dividend, MCHS or VTI?
MCHS yields 1.56% while VTI yields 1.07%, so MCHS currently pays the higher dividend yield.
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