Compare · 3 funds side by side · dividends reinvested

CGRO, MCHI and VOO

CGROCoreValues Alpha×MCHIiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

CGRO, MCHI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

iShares MSCI China ETFThematic · China0.59%2.22%−17.2%−20.8%+8.3%−4.9%−23.3%18.5%$5.5B2.0

CoreValues Alpha Greater China Growth ETFThematic · China0.85%31.30%−26.3%−32.2%+2.1%[…]−33.3%21.3%$2M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CGRO 2023 · MCHI 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI China ETF · $5.5B$7,778

MCHI

CGRO

CoreValues Alpha Greater China Growth ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 18.6% in common

MCHIMeasureCGRO

−17.2%Year to dateJan 1 → Nov 3−26.3%

−20.8%1 yearTotal return−32.2%

+8.3%3 years · per year$10,000 became $12,716 · $10,636+2.1%

−4.9%5 years · per year$10,000 became $7,778 · […][…]

0.59%Expense ratio$59 · $85 a year on $10k · lower is better0.85%

2.22%Trailing 12-mo yield$222 · $3,130 a year on $10k31.30%

−23.3%Worst dropSmaller is better−33.3%

18.5%VolatilityLower is calmer21.3%

MCHICGRO Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1MCHI wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MCHI vs CGRO: Top 5 Holdings

Today

MCHI

32.6%in top 5

CGRO

in top 538.7%

MCHIStockCGRO

13.2%0700.HK7.8%

not top 5BABA10.0%

9.1%9988.HKnot top 5

not top 5LKNCY7.9%

not top 5603259.S7.2%

2.5%1810.HK5.7%

4.8%0939.HKnot top 5

2.9%1398.HKnot top 5

Held in common18.6%

End-of-day Nov 3, 2026 · share of each fund

MCHI vs CGRO Returns, Every Period

iSharesMCHI

−20.8%

past year

CGROCoreValues Alpha

−32.2%

past year

MCHICGROFaded: behind in that period

3–0MCHI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MCHI vs CGRO

YTD

iSharesMCHI

−17.2%

CGROCoreValues Alpha

−26.3%

−17.2%Year to date−26.3%

−23.3%Worst drop · 1Y−33.3%

18.5%Volatility · 1Y21.3%

2.2%Yield31.3%

$5.5BAssets$1.6M

3–1MCHI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGRO, MCHI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MCHI0.59%$59

CGRO0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGRO, MCHI, VOO

31.30%highest, CGRO

FundTrailing yieldYield$10k

CGRO31.30%$3,130

MCHI2.22%$222

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,045most kept, CGRO

CGRO$3,130 − $85 = $3,045

MCHI$222 − $59 = $163

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGRO, MCHI, VOO

Today

18.6%most shared, CGRO and MCHI

CGROMCHIVOO

CGRO—18.6%1.5%

MCHI18.6%—0.0%

VOO1.5%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

MCHIWorst drop−23.3%18.5% vol

CGROWorst drop−33.3%21.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CGROVOO

−26.3%Year to date+11.5%

31.3%Yield1.1%

−32.2%Past year+11.9%

0.85%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026