JCHI vs. MCHI
Compare and contrast key facts about JPMorgan Active China ETF (JCHI) and iShares MSCI China ETF (MCHI).
JCHI and MCHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCHI is an actively managed fund by JPMorgan. It was launched on Mar 15, 2023. MCHI is a passively managed fund by iShares that tracks the performance of the MSCI China Index. It was launched on Mar 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCHI or MCHI.
Correlation
The correlation between JCHI and MCHI is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JCHI vs. MCHI - Performance Comparison
Key characteristics
JCHI:
0.37
MCHI:
0.51
JCHI:
0.78
MCHI:
0.98
JCHI:
1.10
MCHI:
1.13
JCHI:
0.39
MCHI:
0.27
JCHI:
0.94
MCHI:
1.43
JCHI:
12.33%
MCHI:
11.40%
JCHI:
31.04%
MCHI:
31.97%
JCHI:
-29.57%
MCHI:
-62.84%
JCHI:
-28.11%
MCHI:
-50.94%
Returns By Period
In the year-to-date period, JCHI achieves a -5.79% return, which is significantly higher than MCHI's -6.72% return.
JCHI
-5.79%
-9.48%
-4.51%
10.22%
N/A
N/A
MCHI
-6.72%
-8.79%
1.22%
15.01%
-6.24%
0.23%
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JCHI vs. MCHI - Expense Ratio Comparison
JCHI has a 0.65% expense ratio, which is higher than MCHI's 0.59% expense ratio.
Risk-Adjusted Performance
JCHI vs. MCHI — Risk-Adjusted Performance Rank
JCHI
MCHI
JCHI vs. MCHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active China ETF (JCHI) and iShares MSCI China ETF (MCHI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JCHI vs. MCHI - Dividend Comparison
JCHI has not paid dividends to shareholders, while MCHI's dividend yield for the trailing twelve months is around 2.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCHI JPMorgan Active China ETF | 0.00% | 0.00% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MCHI iShares MSCI China ETF | 2.48% | 2.31% | 3.49% | 2.16% | 1.04% | 1.04% | 1.45% | 1.60% | 1.56% | 1.66% | 2.76% | 2.35% |
Drawdowns
JCHI vs. MCHI - Drawdown Comparison
The maximum JCHI drawdown since its inception was -29.57%, smaller than the maximum MCHI drawdown of -62.84%. Use the drawdown chart below to compare losses from any high point for JCHI and MCHI. For additional features, visit the drawdowns tool.
Volatility
JCHI vs. MCHI - Volatility Comparison
The current volatility for JPMorgan Active China ETF (JCHI) is 6.00%, while iShares MSCI China ETF (MCHI) has a volatility of 6.50%. This indicates that JCHI experiences smaller price fluctuations and is considered to be less risky than MCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.