BCHI vs LDRI

Comparison between GMO BEYOND CHINA ETF (BCHI, ETF) and ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF).

BCHI vs LDRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCHI(ETF)	LDRI(ETF)
Net Assets	$19M	$20M
Expense Ratio	0.65%	0.10%
Max Drawdown	14.33%	9.81%
Sharpe Ratio	2.00	0.42
5Y Beta	0.84	-0.01

Net Assets

BCHI

$19M

Winner

LDRI

$20M

Expense Ratio

BCHI

0.65%

Winner

LDRI

0.10%

Max Drawdown

BCHI

14.33%

Winner

LDRI

9.81%

Sharpe Ratio

Winner

BCHI

2.00

LDRI

0.42

5Y Beta

BCHI

0.84

Winner

LDRI

-0.01

BCHI vs LDRI - Holdings Comparison

BCHI and LDRI have 0 common holdings. Overlap is 0.00%

BCHI's top 25 holdings weight is 67.90%. LDRI's top 25 holdings weight is 99.90%.

Rank	BCHI	LDRI
#1	SAMSUNG ELECTRONICS CO LTD (n/a) - 11.45%	ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02%
#2	n/a (TSM) - 10.94%	ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02%
#3	DELTA ELECTRONICS INC (n/a) - 5.11%	ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99%
#4	MEDIATEK INC (n/a) - 4.55%	ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97%
#5	BIZLINK HOLDING INC (n/a) - 3.81%	ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90%
#6	CEMEX SAB DE CV ADR (CX) - 3.06%	N/A
#7	n/a (n/a) - 2.58%	N/A
#8	MOBILE WORLD INVESTMENT CORP (n/a) - 2.49%	N/A
#9	HERO MOTOCORP LTD (n/a) - 2.43%	N/A
#10	EICHER MOTORS LTD (n/a) - 2.17%	N/A
#11	CUMMINS INDIA LTD (n/a) - 1.60%	N/A
#12	HINDALCO INDUSTRIES LTD (n/a) - 1.58%	N/A
#13	LS ELECTRIC CO LTD (n/a) - 1.38%	N/A
#14	HYUNDAI GLOVIS CO LTD (n/a) - 1.35%	N/A
#15	DB HITEK CO LTD (n/a) - 1.31%	N/A
#16	BAJAJ FINANCE LTD (n/a) - 1.28%	N/A
#17	EMAAR PROPERTIES PJSC (n/a) - 1.28%	N/A
#18	ASIAN PAINTS LTD (n/a) - 1.27%	N/A
#19	WEG SA (n/a) - 1.27%	N/A
#20	PHISON ELECTRONICS CORP (n/a) - 1.22%	N/A
#21	n/a (n/a) - 1.21%	N/A
#22	n/a (n/a) - 1.19%	N/A
#23	POWSZECHNY ZAKLAD UBEZPIECZEN SA (n/a) - 1.19%	N/A
#24	SHRIRAM FINANCE LTD (n/a) - 1.17%	N/A
#25	BANK POLSKA KASA OPIEKI SA (n/a) - 1.01%	N/A
Total Holdings	114	5

BCHI vs LDRI - Historical Returns

Returns include dividend reinvestment.

Period	BCHI	LDRI
1 month	+3.13%	-0.16%
3 months	+26.65%	+1.01%
6 months	+35.66%	+2.08%
1 year	+55.54%	+4.54%
5 years(CAGR)	N/A	+1.29%
10 years(CAGR)	N/A	+1.76%
Max(CAGR)	+46.63%	+1.74%

Winner

BCHI

+3.13%

LDRI

-0.16%

Winner

BCHI

+26.65%

LDRI

+1.01%

Winner

BCHI

+35.66%

LDRI

+2.08%

Winner

BCHI

+55.54%

LDRI

+4.54%

5Y(CAGR)

BCHI

N/A

LDRI

+1.29%

10Y(CAGR)

BCHI

N/A

LDRI

+1.76%

Max(CAGR)

Winner

BCHI

+46.63%

LDRI

+1.74%

BCHI vs LDRI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BCHI	LDRI
2026	+29.40%	+2.05%
2025	+25.80%	+5.86%
2024	N/A	+0.10%
2020	N/A	+0.88%
2019	N/A	+5.76%
2018	N/A	+1.04%
2017	N/A	+1.99%
2016	N/A	+2.23%
2015	N/A	-0.13%
2014	N/A	+0.61%

BCHI vs LDRI Drawdown Comparison

The maximum drawdown for BCHI was -14.33%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.

The current BCHI drawdown is -3.94%. The current LDRI drawdown is -0.19%.

Rank	BCHI	LDRI
#1	-14.33% Feb 18, 2025 - May 12, 2025	-6.67% Feb 3, 2015 - Feb 5, 2019
#2	-14.14% Feb 25, 2026 - Apr 17, 2026	-1.40% Oct 13, 2014 - Dec 30, 2014
#3	-8.82% Jun 2, 2026 - Jun 10, 2026	-1.32% Dec 30, 2014 - Feb 3, 2015
#4	-6.91% May 8, 2026 - May 26, 2026	-1.17% Jun 24, 2019 - Jul 3, 2019
#5	-3.71% Oct 29, 2025 - Dec 5, 2025	-0.91% Sep 23, 2014 - Oct 9, 2014
#6	-3.37% Sep 16, 2025 - Oct 15, 2025	-0.85% Apr 3, 2025 - Apr 28, 2025
#7	-3.23% Dec 10, 2025 - Dec 23, 2025	-0.75% Apr 30, 2025 - Jun 23, 2025
#8	-2.78% Jun 12, 2025 - Jun 24, 2025	-0.70% Dec 6, 2024 - Jan 15, 2025
#9	-1.75% Apr 17, 2026 - Apr 22, 2026	-0.67% Mar 10, 2025 - Mar 28, 2025
#10	-1.72% Aug 18, 2025 - Sep 8, 2025	-0.59% Dec 22, 2025 - Jan 29, 2026
#11	-1.71% Jul 3, 2025 - Jul 16, 2025	-0.59% Oct 9, 2019 - Dec 11, 2019
#12	-1.69% Feb 3, 2026 - Feb 6, 2026	-0.57% Mar 18, 2026 - Apr 9, 2026
#13	-1.63% Jan 28, 2026 - Feb 3, 2026	-0.55% Aug 23, 2019 - Sep 24, 2019
#14	-1.53% Jul 23, 2025 - Aug 5, 2025	-0.54% Jun 30, 2025 - Jul 21, 2025
#15	-1.33% Jan 16, 2026 - Jan 22, 2026	-0.52% Aug 5, 2019 - Aug 20, 2019