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

Correlation

The correlation between PCGG and JCHI is 0.26, 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.


-0.50.00.51.00.3

Performance

PCGG vs. JCHI - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%AugustSeptemberOctoberNovemberDecember2025
3.21%
-4.51%
PCGG
JCHI

Key characteristics

Sharpe Ratio

PCGG:

0.81

JCHI:

0.37

Sortino Ratio

PCGG:

1.17

JCHI:

0.78

Omega Ratio

PCGG:

1.15

JCHI:

1.10

Calmar Ratio

PCGG:

1.46

JCHI:

0.39

Martin Ratio

PCGG:

3.68

JCHI:

0.94

Ulcer Index

PCGG:

3.05%

JCHI:

12.33%

Daily Std Dev

PCGG:

13.79%

JCHI:

31.04%

Max Drawdown

PCGG:

-10.68%

JCHI:

-29.57%

Current Drawdown

PCGG:

-7.10%

JCHI:

-28.11%

Returns By Period

In the year-to-date period, PCGG achieves a -1.61% return, which is significantly higher than JCHI's -5.79% return.


PCGG

YTD

-1.61%

1M

-7.10%

6M

3.21%

1Y

10.17%

5Y*

N/A

10Y*

N/A

JCHI

YTD

-5.79%

1M

-9.48%

6M

-4.51%

1Y

10.22%

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.


PCGG vs. JCHI - Expense Ratio Comparison

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

PCGG vs. JCHI — Risk-Adjusted Performance Rank

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

PCGG
The Risk-Adjusted Performance Rank of PCGG is 4545
Overall Rank
The Sharpe Ratio Rank of PCGG is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGG is 4040
Sortino Ratio Rank
The Omega Ratio Rank of PCGG is 4040
Omega Ratio Rank
The Calmar Ratio Rank of PCGG is 5959
Calmar Ratio Rank
The Martin Ratio Rank of PCGG is 4545
Martin Ratio Rank

JCHI
The Risk-Adjusted Performance Rank of JCHI is 2525
Overall Rank
The Sharpe Ratio Rank of JCHI is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of JCHI is 2727
Sortino Ratio Rank
The Omega Ratio Rank of JCHI is 2929
Omega Ratio Rank
The Calmar Ratio Rank of JCHI is 2828
Calmar Ratio Rank
The Martin Ratio Rank of JCHI is 1919
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.

PCGG vs. JCHI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) and JPMorgan Active China ETF (JCHI). 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 PCGG, currently valued at 0.81, compared to the broader market0.002.004.000.810.37
The chart of Sortino ratio for PCGG, currently valued at 1.17, compared to the broader market-2.000.002.004.006.008.0010.001.170.78
The chart of Omega ratio for PCGG, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.001.151.10
The chart of Calmar ratio for PCGG, currently valued at 1.46, compared to the broader market0.005.0010.0015.001.460.41
The chart of Martin ratio for PCGG, currently valued at 3.68, compared to the broader market0.0020.0040.0060.0080.00100.003.680.94
PCGG
JCHI

The current PCGG Sharpe Ratio is 0.81, which is higher than the JCHI Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of PCGG and JCHI, 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-0.500.000.501.001.502.00Sep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05
0.81
0.37
PCGG
JCHI

Dividends

PCGG vs. JCHI - Dividend Comparison

Neither PCGG nor JCHI has paid dividends to shareholders.


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

Drawdowns

PCGG vs. JCHI - Drawdown Comparison

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


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-7.10%
-28.11%
PCGG
JCHI

Volatility

PCGG vs. JCHI - Volatility Comparison

The current volatility for Polen Capital Global Growth ETF (PCGG) is 4.93%, while JPMorgan Active China ETF (JCHI) has a volatility of 6.00%. This indicates that PCGG experiences smaller price fluctuations and is considered to be less risky than JCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
4.93%
6.00%
PCGG
JCHI
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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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