JRCD.L vs. CA3S.L
Compare and contrast key facts about JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRCD.L) and Invesco S&P China A 300 Swap UCITS ETF Acc (CA3S.L).
JRCD.L and CA3S.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JRCD.L is a passively managed fund by JPMorgan that tracks the performance of the MSCI China A Onshore NR CNY. It was launched on Feb 15, 2022. CA3S.L is a passively managed fund by Invesco that tracks the performance of the MSCI China A Onshore NR CNY. It was launched on May 5, 2022. Both JRCD.L and CA3S.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JRCD.L vs. CA3S.L - Performance Comparison
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JRCD.L vs. CA3S.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JRCD.L JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.77% | 18.92% | 11.42% | -17.74% | 4.37% |
CA3S.L Invesco S&P China A 300 Swap UCITS ETF Acc | 3.07% | 24.66% | 16.66% | -16.63% | 3.94% |
Returns By Period
In the year-to-date period, JRCD.L achieves a 0.77% return, which is significantly lower than CA3S.L's 3.07% return.
JRCD.L
- 1D
- -0.07%
- 1M
- -4.44%
- YTD
- 0.77%
- 6M
- 2.97%
- 1Y
- 22.65%
- 3Y*
- 2.62%
- 5Y*
- —
- 10Y*
- —
CA3S.L
- 1D
- 0.64%
- 1M
- -2.26%
- YTD
- 3.07%
- 6M
- 6.38%
- 1Y
- 31.18%
- 3Y*
- 6.65%
- 5Y*
- —
- 10Y*
- —
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JRCD.L vs. CA3S.L - Expense Ratio Comparison
JRCD.L has a 0.40% expense ratio, which is higher than CA3S.L's 0.35% expense ratio.
Return for Risk
JRCD.L vs. CA3S.L — Risk / Return Rank
JRCD.L
CA3S.L
JRCD.L vs. CA3S.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRCD.L) and Invesco S&P China A 300 Swap UCITS ETF Acc (CA3S.L). 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.
| JRCD.L | CA3S.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.86 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.39 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.64 | 4.33 | -1.69 |
Martin ratioReturn relative to average drawdown | 7.81 | 13.02 | -5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JRCD.L | CA3S.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.86 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.33 | -0.33 |
Correlation
The correlation between JRCD.L and CA3S.L is 0.96, 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.
Dividends
JRCD.L vs. CA3S.L - Dividend Comparison
JRCD.L's dividend yield for the trailing twelve months is around 1.03%, while CA3S.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JRCD.L JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 1.03% | 1.35% | 1.97% | 1.67% | 1.88% |
CA3S.L Invesco S&P China A 300 Swap UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JRCD.L vs. CA3S.L - Drawdown Comparison
The maximum JRCD.L drawdown since its inception was -36.64%, roughly equal to the maximum CA3S.L drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for JRCD.L and CA3S.L.
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Drawdown Indicators
| JRCD.L | CA3S.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -35.12% | -1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -9.77% | +1.20% |
Current DrawdownCurrent decline from peak | -5.99% | -3.43% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -18.28% | -16.12% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.44% | +0.46% |
Volatility
JRCD.L vs. CA3S.L - Volatility Comparison
JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRCD.L) and Invesco S&P China A 300 Swap UCITS ETF Acc (CA3S.L) have volatilities of 5.14% and 5.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRCD.L | CA3S.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 5.08% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 11.64% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.51% | 16.73% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 21.13% | +0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 21.13% | +0.40% |