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