JCHI vs QQQ
JPMorgan Active China ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
JCHI has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | JCHI | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.18% | |
| AUM | $15M | $496.3B | |
| Dividend Yield | 1.78% | 0.44% | |
| Holdings | 54 | 108 | |
| YTD Return | -2.68% | +16.64% | |
| 1Y Return | +4.58% | +27.27% | |
| 3Y Return (annualized) | +10.99% | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 20.3% | 30.6% | |
| Max Drawdown | -29.6% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2023 | Mar 10, 1999 |
JCHI vs QQQ Performance
JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JCHI returned +4.58% while QQQ returned +27.27%. Year to date, JCHI is down 2.68% versus a gain of 16.64% for QQQ.
Over three years, JCHI compounded at +10.99% per year against +25.96% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.03% annualized vs +5.60%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 20.3% for JCHI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.6% for JCHI and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JCHI charges 0.15% per year while QQQ charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, JCHI currently yields 1.78% against 0.44% for QQQ.
Holdings Overlap
JCHI and QQQ share 0 holdings out of 152 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JCHI or QQQ?
JCHI has an expense ratio of 0.15% while QQQ charges 0.18%. JCHI is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, JCHI or QQQ?
Over the past year JCHI returned +4.58% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), JCHI annualized +5.60% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, JCHI or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 20.3% for JCHI. Worst drawdown: JCHI -29.6% vs QQQ -83.0%.
Should I hold both JCHI and QQQ?
JCHI and QQQ have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCHI and QQQ?
JCHI and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 152 unique securities.
Which pays a higher dividend, JCHI or QQQ?
JCHI yields 1.78% while QQQ yields 0.44%, so JCHI currently pays the higher dividend yield.
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