PCGG vs. JCHI
Compare and contrast key facts about Polen Capital Global Growth ETF (PCGG) and JPMorgan Active China ETF (JCHI).
PCGG and JCHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PCGG is an actively managed fund by Polen. It was launched on Aug 29, 2023. JCHI is an actively managed fund by JPMorgan. It was launched on Mar 15, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGG or JCHI.
Correlation
The correlation between PCGG and JCHI is 0.27, 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.
Performance
PCGG vs. JCHI - Performance Comparison
Key characteristics
PCGG:
-0.16
JCHI:
0.49
PCGG:
-0.09
JCHI:
0.93
PCGG:
0.99
JCHI:
1.13
PCGG:
-0.15
JCHI:
0.59
PCGG:
-0.62
JCHI:
1.07
PCGG:
4.80%
JCHI:
15.15%
PCGG:
18.87%
JCHI:
32.83%
PCGG:
-20.22%
JCHI:
-29.57%
PCGG:
-15.85%
JCHI:
-21.47%
Returns By Period
In the year-to-date period, PCGG achieves a -10.88% return, which is significantly lower than JCHI's 0.80% return.
PCGG
-10.88%
-8.15%
-9.66%
-2.07%
N/A
N/A
JCHI
0.80%
-14.51%
-5.86%
14.70%
N/A
N/A
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PCGG vs. JCHI - Expense Ratio Comparison
PCGG has a 0.85% expense ratio, which is higher than JCHI's 0.65% expense ratio.
Risk-Adjusted Performance
PCGG vs. JCHI — Risk-Adjusted Performance Rank
PCGG
JCHI
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.
Dividends
PCGG vs. JCHI - Dividend Comparison
PCGG has not paid dividends to shareholders, while JCHI's dividend yield for the trailing twelve months is around 2.10%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
PCGG Polen Capital Global Growth ETF | 0.00% | 0.00% | 0.00% |
JCHI JPMorgan Active China ETF | 2.10% | 2.12% | 2.13% |
Drawdowns
PCGG vs. JCHI - Drawdown Comparison
The maximum PCGG drawdown since its inception was -20.22%, 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.
Volatility
PCGG vs. JCHI - Volatility Comparison
Polen Capital Global Growth ETF (PCGG) and JPMorgan Active China ETF (JCHI) have volatilities of 12.84% and 12.45%, 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.