BCHI vs RWIN

BCHI vs RWIN

Which is better, BCHI or RWIN?

RWIN costs less.

RWIN has a lower expense ratio. RWIN is less concentrated, with 21.3% of the fund in its ten largest positions against 47.8%.

Lower Fees: RWINLess Concentrated: RWIN

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

MetricBCHIRWIN
Expense Ratio0.65%0.42%Best
AUM$13M$20M
Dividend Yield21.46%1.20%
Holdings100333
Top 10 Weight47.8%21.3%Best
Fund FamilyGMORayliant Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 12, 2025Apr 8, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

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 RWIN through Oct 14, 2026.

Compare BCHI against instead:BCHI vs SPYBCHI vs QQQBCHI vs VOOBCHI vs VTIRWIN against:RWIN vs VXUS

Fees and Cost Over Time

BCHI charges 0.65% per year while RWIN charges 0.42%. On a $10,000 position that is $65 vs $42 annually, a gap of $23 per year that compounds over a long holding period. On income, BCHI currently yields 21.46% against 1.20% for RWIN.

Holdings Overlap

We hold position weights for 89 holdings in BCHI and 165 in RWIN, totalling 100.2% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 94 days apart, BCHI as of Jun 30, 2026 and RWIN as of Oct 2, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 89 positions we hold weights for in BCHI and 165 in RWIN, against full books of 100 and 333.

What only one of them owns

Our book lists 2 positions for RWIN that do not appear in our book for BCHI (1.7% of the fund), and 4 for BCHI that do not appear in RWIN (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.

You are not choosing between two funds in isolation.

Whichever of BCHI and RWIN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCHIRWIN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCHI or RWIN?

BCHI has an expense ratio of 0.65% while RWIN charges 0.42%. RWIN is the cheaper option, by $23 a year on a $10,000 investment.

Which pays a higher dividend, BCHI or RWIN?

BCHI yields 21.46% while RWIN yields 1.20%, so BCHI currently pays the higher dividend yield.

Is RWIN better than BCHI?

RWIN has a lower expense ratio. RWIN is less concentrated, with 21.3% 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.