BCHI vs MOTO
GMO Beyond China ETF vs Guinness Atkinson Smart Transportation & Technology ETF
Which is better, BCHI or MOTO?
BCHI has been ahead.
BCHI has a lower expense ratio. BCHI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MOTO is less concentrated, with 45.1% of the fund in its ten largest positions against 47.8%.
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 | BCHI | MOTO |
|---|---|---|
| Expense Ratio | 0.65%Best | 0.68% |
| AUM | $13M | $9M |
| Dividend Yield | 21.46% | 0.92% |
| Holdings | 100 | 76 |
| Volatility (annualized) | 21.3%Best | 22.9% |
| Max Drawdown | -16.0%Best | -25.1% |
| $10,000 over 1.5 years | $15,176Best | $14,686 |
| Top 10 Weight | 47.8% | 45.1%Best |
| Fund Family | GMO | SmartETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 12, 2025 | Nov 15, 2019 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 61 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BCHI has data through Aug 14, 2026 and MOTO through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Feb 13, 2025 to Aug 14, 2026 (1.5 years).
Risk: Volatility and Drawdowns
MOTO has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 21.3% for BCHI. 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 -16.0% for BCHI and -25.1% for MOTO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BCHI charges 0.65% per year while MOTO charges 0.68%. On a $10,000 position that is $65 vs $68 annually, a gap of $3 per year that compounds over a long holding period. On income, BCHI currently yields 21.46% against 0.92% for MOTO.
Holdings Overlap
11.6% of BCHI's money is in holdings MOTO also owns. 6.1% of MOTO's money is in holdings BCHI also owns.
BCHI and MOTO share little of their money.
The two holdings books were reported 94 days apart, BCHI as of Jun 30, 2026 and MOTO as of Oct 2, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 89 positions we hold weights for in BCHI and 38 in MOTO, against full books of 100 and 76.
What only one of them owns
Our book lists 19 positions for MOTO that do not appear in our book for BCHI (54.9% of the fund), and 4 for BCHI that do not appear in MOTO (2.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCHI | Weight in MOTO | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 11.60% | 6.13% | 5.47% |
You are not choosing between two funds in isolation.
Whichever of BCHI and MOTO 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, BCHI or MOTO?
BCHI has an expense ratio of 0.65% while MOTO charges 0.68%. BCHI is the cheaper option, by $3 a year on a $10,000 investment.
Which is riskier, BCHI or MOTO?
MOTO has been the more volatile fund at 22.9% annualized versus 21.3% for BCHI. Worst drawdown: BCHI -16.0% vs MOTO -25.1%.
Should I hold both BCHI and MOTO?
BCHI and MOTO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BCHI and MOTO?
11.6% of BCHI's money is in holdings MOTO also owns. 6.1% of MOTO's is in holdings BCHI also owns. They hold 1 positions in common, counted across the 89 positions we hold weights for in BCHI and 38 in MOTO.
Which pays a higher dividend, BCHI or MOTO?
BCHI yields 21.46% while MOTO yields 0.92%, so BCHI currently pays the higher dividend yield.
Is MOTO better than BCHI?
BCHI has a lower expense ratio. BCHI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MOTO is less concentrated, with 45.1% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.