CGRO vs MCHI

ACGRO

BMCHI

Measures won1–4MCHI wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · MCHI $7,778

Lowest cost0.03%VOO · $3 on $10k

Most income31.30%CGRO · $3,130 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common18.6%CGRO and MCHI

CGRO

MCHI

CoreValues Alpha Greater China Growth ETF · $2MiShares MSCI China ETF · $5.5B

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

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

0.85%Expense ratio$85 · $59 on $10k · lower wins0.59%

31.30%12-mo yield$3,130 · $222 on $10k2.22%

−33.3%Worst dropSmaller wins−23.3%

21.3%VolatilityLower wins18.5%

1–4MCHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGRO · MCHI

7.8%0700.HK13.2%

5.7%1810.HK2.5%

4.5%3690.HK2.0%

3.3%PDD1.8%

Held in common18.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BMCHI	iShares MSCI China ETFRead Desk	0.59%	2.22%	−0.4%	−17.2%	−20.8%	+8.3%	−4.9%	−23.3%	$5.5B
3	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk	0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BMCHI	iShares MSCI China ETFRead Desk	0.59%	2.22%	−0.4%	−17.2%	−20.8%	+8.3%	−4.9%	−23.3%	$5.5B
3	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk	0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGRO vs MCHI

CGRO

CoreValues Alpha Greater China Growth

[…]

MCHI

iShares MSCI China

$7,778

MeasureCGROMCHI

Fee0.85%0.59%

Cost on $10k a year$85$59

Yield31.30%2.22%

5 years, per year[…]−4.9%

3 years, per year+2.1%+8.3%

Worst drop · 1Y−33.3%−23.3%

Volatility · 1Y21.3%18.5%

4–1measures won
MCHI first

18.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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