BCHI vs SROI
Comparison between GMO BEYOND CHINA ETF (BCHI, ETF) and Calamos Antetokounmpo Global Sustainable Equities ETF (SROI, ETF).
BCHI vs SROI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCHI
$19M
SROI
$19M
Expense Ratio
Winner
BCHI
0.65%
SROI
0.95%
Max Drawdown
Winner
BCHI
14.33%
SROI
15.95%
Sharpe Ratio
Winner
BCHI
1.40
SROI
0.86
5Y Beta
BCHI
0.88
Winner
SROI
0.84
P/E Ratio
BCHI
N/A
SROI
31.10
Forward P/E
BCHI
N/A
SROI
24.66
PEG Ratio
BCHI
N/A
SROI
0.69
5Y EPS CAGR
BCHI
N/A
SROI
29.65%
P/S Ratio
BCHI
N/A
SROI
0.55
P/B Ratio
BCHI
N/A
SROI
7.78
BCHI vs SROI - Holdings Comparison
BCHI and SROI have 2 common holdings. Overlap is 1.88%
BCHI's top 25 holdings weight is 71.81%. SROI's top 25 holdings weight is 48.48%.
| Rank | BCHI | SROI |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.04% | ALPHABET INC CLASS A (GOOGL) - 6.76% |
| #2 | n/a (TSM) - 12.64% | NVIDIA CORP (NVDA) - 4.62% |
| #3 | MEDIATEK INC (n/a) - 4.31% | APPLE INC (AAPL) - 3.87% |
| #4 | DELTA ELECTRONICS INC (n/a) - 3.90% | MICROSOFT CORP (MSFT) - 3.75% |
| #5 | n/a (n/a) - 3.29% | n/a (TSM) - 3.47% |
| #6 | CEMEX SAB DE CV ADR (CX) - 3.13% | SK HYNIX INC (n/a) - 2.84% |
| #7 | BIZLINK HOLDING INC (n/a) - 2.46% | AMAZON.COM INC (AMZN) - 2.83% |
| #8 | KIA CORP (n/a) - 2.41% | BROADCOM INC (AVGO) - 2.23% |
| #9 | CUMMINS INDIA LTD (n/a) - 2.18% | INFINEON TECHNOLOGIES AG (n/a) - 1.66% |
| #10 | MOBILE WORLD INVESTMENT CORP (n/a) - 2.17% | APPLIED MATERIALS INC (AMAT) - 1.55% |
| #11 | HERO MOTOCORP LTD (n/a) - 2.15% | VISA INC CLASS A (V) - 1.47% |
| #12 | EICHER MOTORS LTD (n/a) - 2.04% | TJX COMPANIES INC (TJX) - 1.12% |
| #13 | STATE STR INSTL INVT TR TREAS MMKT (n/a) - 2.00% | QUANTA SERVICES INC (PWR) - 1.12% |
| #14 | n/a (n/a) - 1.71% | ASML HOLDING NV (n/a) - 1.06% |
| #15 | HYUNDAI GLOVIS CO LTD (n/a) - 1.69% | BANK OF NEW YORK MELLON CORP (BNY) - 1.04% |
| #16 | HINDALCO INDUSTRIES LTD (n/a) - 1.57% | AMPHENOL CORP CLASS A (APH) - 1.01% |
| #17 | WEG SA (n/a) - 1.46% | DARLING INGREDIENTS INC (DAR) - 1.01% |
| #18 | PHISON ELECTRONICS CORP (n/a) - 1.43% | AIA GROUP LTD (n/a) - 1.00% |
| #19 | ASIAN PAINTS LTD (n/a) - 1.29% | THE TRAVELERS COMPANIES INC (TRV) - 0.99% |
| #20 | SHRIRAM FINANCE LTD (n/a) - 1.23% | n/a (n/a) - 0.97% |
| #21 | EMAAR PROPERTIES PJSC (n/a) - 1.21% | HITACHI LTD (n/a) - 0.93% |
| #22 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.21% | HDFC BANK LTD ADR (HDB) - 0.82% |
| #23 | REALTEK SEMICONDUCTOR CORP (n/a) - 1.13% | KEYENCE CORP (n/a) - 0.81% |
| #24 | n/a (n/a) - 1.09% | SIEMENS AG (n/a) - 0.78% |
| #25 | DB HITEK CO LTD (n/a) - 1.07% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.77% |
| Total Holdings | 104 | 123 |
BCHI vs SROI - Historical Returns
Returns include dividend reinvestment.
1M
BCHI
-8.74%
Winner
SROI
-0.83%
3M
Winner
BCHI
+6.51%
SROI
+4.33%
6M
Winner
BCHI
+18.88%
SROI
+8.12%
1Y
Winner
BCHI
+39.52%
SROI
+15.82%
Max(CAGR)
Winner
BCHI
+36.45%
SROI
+13.10%
BCHI vs SROI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCHI | SROI |
|---|---|---|
| 2026 | +21.59% | +9.32% |
| 2025 | +25.80% | +16.57% |
| 2024 | N/A | +10.74% |
| 2023 | N/A | +9.16% |
BCHI vs SROI Drawdown Comparison
The maximum drawdown for BCHI was -14.33%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for SROI was -15.39%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current BCHI drawdown is -9.74%. The current SROI drawdown is -1.75%.
| Rank | BCHI | SROI |
|---|---|---|
| #1 | -14.33% Feb 18, 2025 - May 12, 2025 | -15.39% Sep 26, 2024 - May 15, 2025 |
| #2 | -14.14% Feb 25, 2026 - Apr 17, 2026 | -13.89% Jul 31, 2023 - Dec 22, 2023 |
| #3 | -13.00% Jun 2, 2026 - Jul 20, 2026 | -10.19% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -6.91% May 8, 2026 - May 26, 2026 | -7.81% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -3.71% Oct 29, 2025 - Dec 5, 2025 | -6.61% Feb 7, 2023 - Apr 13, 2023 |
| #6 | -3.37% Sep 16, 2025 - Oct 15, 2025 | -5.73% Mar 21, 2024 - May 9, 2024 |
| #7 | -3.23% Dec 10, 2025 - Dec 23, 2025 | -5.31% Oct 27, 2025 - Jan 5, 2026 |
| #8 | -2.78% Jun 12, 2025 - Jun 24, 2025 | -4.54% Jun 2, 2026 - Jul 6, 2026 |
| #9 | -1.75% Apr 17, 2026 - Apr 22, 2026 | -3.83% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -1.72% Aug 18, 2025 - Sep 8, 2025 | -3.52% Jul 25, 2025 - Sep 10, 2025 |
| #11 | -1.71% Jul 3, 2025 - Jul 16, 2025 | -3.30% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -1.69% Feb 3, 2026 - Feb 6, 2026 | -2.72% May 19, 2023 - Jun 2, 2023 |
| #13 | -1.63% Jan 28, 2026 - Feb 3, 2026 | -2.71% Dec 28, 2023 - Jan 29, 2024 |
| #14 | -1.53% Jul 23, 2025 - Aug 5, 2025 | -2.67% Jun 15, 2023 - Jul 13, 2023 |
| #15 | -1.33% Jan 16, 2026 - Jan 22, 2026 | -2.64% Jun 12, 2025 - Jun 27, 2025 |
Correlation
Correlation between BCHI and SROI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
BCHI vs SROI dividend yield comparison.
| Year | BCHI | SROI |
|---|---|---|
| 2026 | 0.61% | 0.00% |
| 2025 | 3.67% | 0.60% |
| 2024 | 0.00% | 0.68% |
| 2023 | 0.00% | 0.94% |
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