JCHI vs VTI
JPMorgan Active China ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JCHI | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $15M | $666.9B | |
| Dividend Yield | 1.78% | 1.07% | |
| Holdings | 54 | 3,543 | |
| YTD Return | -2.68% | +13.14% | |
| 1Y Return | +4.58% | +22.35% | |
| 3Y Return (annualized) | +10.99% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 20.3% | 15.3% | |
| Max Drawdown | -29.6% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2023 | May 24, 2001 |
JCHI vs VTI Performance
JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JCHI returned +4.58% while VTI returned +22.35%. Year to date, JCHI is down 2.68% versus a gain of 13.14% for VTI.
Over three years, JCHI compounded at +10.99% per year against +21.83% for VTI. Across the full 3-year window we track, VTI has the edge at +8.09% annualized vs +5.60%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
JCHI and VTI share 0 holdings out of 2837 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 VTI?
JCHI has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, JCHI or VTI?
Over the past year JCHI returned +4.58% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), JCHI annualized +5.60% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, JCHI or VTI?
JCHI has been the more volatile fund at 20.3% annualized versus 15.3% for VTI. Worst drawdown: JCHI -29.6% vs VTI -56.6%.
Should I hold both JCHI and VTI?
JCHI and VTI 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 VTI?
JCHI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2837 unique securities.
Which pays a higher dividend, JCHI or VTI?
JCHI yields 1.78% while VTI yields 1.07%, so JCHI currently pays the higher dividend yield.
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