JCHI vs VOO
JPMorgan Active China ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JCHI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $15M | $997.4B | |
| Dividend Yield | 1.78% | 1.08% | |
| Holdings | 54 | 509 | |
| YTD Return | -3.20% | +14.27% | |
| 1Y Return | +5.66% | +21.79% | |
| 3Y Return (annualized) | +9.37% | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 20.3% | 14.2% | |
| Max Drawdown | -29.6% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2023 | Sep 7, 2010 |
JCHI vs VOO Performance
JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JCHI returned +5.66% while VOO returned +21.79%. Year to date, JCHI is down 3.20% versus a gain of 14.27% for VOO.
Over three years, JCHI compounded at +9.37% per year against +22.19% for VOO. Across the full 3-year window we track, VOO has the edge at +13.59% annualized vs +5.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCHI has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 14.2% for VOO. 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 -34.3% for VOO. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JCHI charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, JCHI currently yields 1.78% against 1.08% for VOO.
Holdings Overlap
JCHI and VOO share 0 holdings out of 555 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 VOO?
JCHI has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, JCHI or VOO?
Over the past year JCHI returned +5.66% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JCHI annualized +5.46% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, JCHI or VOO?
JCHI has been the more volatile fund at 20.3% annualized versus 14.2% for VOO. Worst drawdown: JCHI -29.6% vs VOO -34.3%.
Should I hold both JCHI and VOO?
JCHI and VOO have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCHI and VOO?
JCHI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, JCHI or VOO?
JCHI yields 1.78% while VOO yields 1.08%, so JCHI currently pays the higher dividend yield.
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