BCHI
+2.88 · +9.28%
$33.88 · NYSE ARCA

The 2023 ETF Series Trust II (BCHI) ETF Analysis | Diversified Emerging Mkts

GMO · USA
AUM:$17.7M
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 53.9% over the past year, reflecting strong price momentum.

What is BCHI?

The fund is an actively managed ETF that seeks to achieve its investment objective by investing in equities of companies tied economically to markets (excluding China) that are not treated as developed markets in the MSCI World Index ("emerging markets"). It invests in companies that GMO believes are likely to benefit from growth in emerging markets and from the widespread trend of transitioning supply chains out of China to other emerging markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BCHI delivered 53.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 45.6% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 1.70% — modest income alongside capital growth potential.
ETF Information
AUM$17.7M
Expense Ratio0.00%
Dividend Yield1.70%
Holdings47
Inception DateFeb 2025
Domicile–
Distribution–
Index–
ProviderGMO
Beta–
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-22.4%
1Y
-3.1%
3Y
+10.1%
5Y
+10.1%
OpenBook InsightIf you had invested £10,000 in BCHI 5 years ago, it would have grown to £11,014 — a gain of £1,014.

Annual Returns

Calendar year performance

BCHI delivered positive returns in 1 of the last 2 calendar years.
YearBCHI
2026 YTD-14.2%
2025+25.8%
1/2 positive yearsAvg return: +5.8%Worst year: -14.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
63.7%
Very High
Momentum
-32.1%
30-day change
Support Level
26.72
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Momentum is downward with a 32.1% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.