JCHI vs VXUS

JCHI vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJCHIVXUSWinner
Expense Ratio0.15%0.05%
AUM$15M$158.1B
Dividend Yield1.78%2.59%
Holdings548,747
YTD Return-2.80%+13.56%
1Y Return+5.06%+24.30%
3Y Return (annualized)+10.78%+20.24%
5Y Return (annualized)-+9.37%
Volatility (annualized)20.3%15.1%
Max Drawdown-29.6%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 15, 2023Jan 26, 2011

JCHI vs VXUS Performance

JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JCHI returned +5.06% while VXUS returned +24.30%. Year to date, JCHI is down 2.80% versus a gain of 13.56% for VXUS.

Over three years, JCHI compounded at +10.78% per year against +20.24% for VXUS. Across the full 3-year window we track, JCHI has the edge at +5.57% annualized vs +4.79%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JCHI charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, JCHI currently yields 1.78% against 2.59% for VXUS.

Holdings Overlap

1.3%overlap

JCHI and VXUS share 33 holdings out of 7886 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JCHIWeight in VXUSDifference
700:HK11.51%0.00%11.51%
9988:HK7.95%0.73%7.22%
601318:SH4.14%0.01%4.13%
600036:SHProProPro
300750:SHProProPro
600519:SHProProPro
3690:SHProProPro
600276:SHProProPro
2359:HKProProPro
600030:SHProProPro
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Frequently Asked Questions

Which is cheaper, JCHI or VXUS?

JCHI has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, JCHI or VXUS?

Over the past year JCHI returned +5.06% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), JCHI annualized +5.57% vs +4.79% for VXUS. Past performance does not guarantee future results.

Which is riskier, JCHI or VXUS?

JCHI has been the more volatile fund at 20.3% annualized versus 15.1% for VXUS. Worst drawdown: JCHI -29.6% vs VXUS -39.9%.

Should I hold both JCHI and VXUS?

JCHI and VXUS have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JCHI and VXUS?

JCHI and VXUS share 33 common holdings with a 1.3% weight overlap. Combined, they hold 7886 unique securities.

Which pays a higher dividend, JCHI or VXUS?

JCHI yields 1.78% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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