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JCHI vs. PCGG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JCHI and PCGG is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

JCHI vs. PCGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active China ETF (JCHI) and Polen Capital Global Growth ETF (PCGG). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
23.23%
6.12%
JCHI
PCGG

Key characteristics

Sharpe Ratio

JCHI:

1.13

PCGG:

0.72

Sortino Ratio

JCHI:

1.76

PCGG:

1.04

Omega Ratio

JCHI:

1.25

PCGG:

1.13

Calmar Ratio

JCHI:

1.28

PCGG:

1.27

Martin Ratio

JCHI:

2.45

PCGG:

3.05

Ulcer Index

JCHI:

13.88%

PCGG:

3.21%

Daily Std Dev

JCHI:

30.26%

PCGG:

13.70%

Max Drawdown

JCHI:

-29.57%

PCGG:

-10.68%

Current Drawdown

JCHI:

-11.75%

PCGG:

-3.46%

Returns By Period

In the year-to-date period, JCHI achieves a 13.27% return, which is significantly higher than PCGG's 2.24% return.


JCHI

YTD

13.27%

1M

14.71%

6M

23.23%

1Y

30.14%

5Y*

N/A

10Y*

N/A

PCGG

YTD

2.24%

1M

-0.62%

6M

6.12%

1Y

7.16%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


JCHI vs. PCGG - Expense Ratio Comparison

JCHI has a 0.65% expense ratio, which is lower than PCGG's 0.85% expense ratio.


PCGG
Polen Capital Global Growth ETF
Expense ratio chart for PCGG: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%
Expense ratio chart for JCHI: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Risk-Adjusted Performance

JCHI vs. PCGG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JCHI
The Risk-Adjusted Performance Rank of JCHI is 4646
Overall Rank
The Sharpe Ratio Rank of JCHI is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of JCHI is 5050
Sortino Ratio Rank
The Omega Ratio Rank of JCHI is 5656
Omega Ratio Rank
The Calmar Ratio Rank of JCHI is 5050
Calmar Ratio Rank
The Martin Ratio Rank of JCHI is 2828
Martin Ratio Rank

PCGG
The Risk-Adjusted Performance Rank of PCGG is 3232
Overall Rank
The Sharpe Ratio Rank of PCGG is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGG is 2525
Sortino Ratio Rank
The Omega Ratio Rank of PCGG is 2626
Omega Ratio Rank
The Calmar Ratio Rank of PCGG is 4949
Calmar Ratio Rank
The Martin Ratio Rank of PCGG is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JCHI vs. PCGG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active China ETF (JCHI) and Polen Capital Global Growth ETF (PCGG). 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.


Sharpe ratio
The chart of Sharpe ratio for JCHI, currently valued at 1.13, compared to the broader market0.002.004.001.130.72
The chart of Sortino ratio for JCHI, currently valued at 1.76, compared to the broader market0.005.0010.001.761.04
The chart of Omega ratio for JCHI, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.001.251.13
The chart of Calmar ratio for JCHI, currently valued at 1.28, compared to the broader market0.005.0010.0015.001.281.27
The chart of Martin ratio for JCHI, currently valued at 2.45, compared to the broader market0.0020.0040.0060.0080.00100.002.453.05
JCHI
PCGG

The current JCHI Sharpe Ratio is 1.13, which is higher than the PCGG Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of JCHI and PCGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00OctoberNovemberDecember2025February
1.13
0.72
JCHI
PCGG

Dividends

JCHI vs. PCGG - Dividend Comparison

JCHI's dividend yield for the trailing twelve months is around 1.87%, while PCGG has not paid dividends to shareholders.


TTM20242023
JCHI
JPMorgan Active China ETF
1.87%2.12%2.13%
PCGG
Polen Capital Global Growth ETF
0.00%0.00%0.00%

Drawdowns

JCHI vs. PCGG - Drawdown Comparison

The maximum JCHI drawdown since its inception was -29.57%, which is greater than PCGG's maximum drawdown of -10.68%. Use the drawdown chart below to compare losses from any high point for JCHI and PCGG. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.75%
-3.46%
JCHI
PCGG

Volatility

JCHI vs. PCGG - Volatility Comparison

JPMorgan Active China ETF (JCHI) has a higher volatility of 6.07% compared to Polen Capital Global Growth ETF (PCGG) at 3.41%. This indicates that JCHI's price experiences larger fluctuations and is considered to be riskier than PCGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
6.07%
3.41%
JCHI
PCGG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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