MCHS vs VTI
Matthews China Discovery Active ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, MCHS or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. MCHS led over 1Y and the full window.
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
| Metric | MCHS | VTI |
|---|---|---|
| Expense Ratio | 0.89% | 0.03%Best |
| AUM | $20M | $666.9B |
| Dividend Yield | 1.90% | 1.03% |
| Holdings | 54 | 3,543 |
| YTD Return | +19.96%Best | +11.65% |
| 1Y Return | +22.66%Best | +17.34% |
| 3Y Return (annualized) | - | +20.35% |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 29.5% | 12.3%Best |
| Max Drawdown | -24.8% | -19.3%Best |
| $10,000 over 2.7 years | $18,046Best | $16,353 |
| Fund Family | Matthews Asia Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Jan 10, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 11, 2024 to Sep 10, 2026 (2.7 years).
MCHS 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 2.7 years both funds cover.
MCHS vs VTI Performance
Matthews China Discovery Active ETF (MCHS) is an ETF from Matthews Asia Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MCHS returned +22.66% while VTI returned +17.34%. Year to date, MCHS is up 19.96% versus a gain of 11.65% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MCHS has been the more volatile fund, with annualized monthly volatility of 29.5% compared with 12.3% 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 -24.8% for MCHS and -19.3% 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 0.35. They move together some of the time, and apart the rest.
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 1.90% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 50 holdings in MCHS and 2,787 in VTI, totalling 92.5% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 50 positions we hold weights for in MCHS and 2,787 in VTI, against full books of 54 and 3,543.
Top Shared Holdings
| Stock | Weight in MCHS | Weight in VTI | Difference |
|---|---|---|---|
| ACMRAcm Research Inc | 1.10% | 0.00% | 1.10% |
You are not choosing between two funds in isolation.
Whichever of MCHS and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $86 a year on a $10,000 investment.
Which performed better, MCHS or VTI?
Over the past year MCHS returned +22.66% vs +17.34% for VTI, so MCHS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MCHS or VTI?
MCHS has been the more volatile fund at 29.5% annualized versus 12.3% for VTI. Worst drawdown: MCHS -24.8% vs VTI -19.3%.
Should I hold both MCHS and VTI?
MCHS and VTI 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, MCHS or VTI?
MCHS yields 1.90% while VTI yields 1.03%, so MCHS currently pays the higher dividend yield.
Is VTI better than MCHS?
VTI has a lower expense ratio. MCHS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.