JCHI vs VYM
JPMorgan Active China ETF vs Vanguard High Dividend Yield ETF
Which is better, JCHI or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JCHI | VYM |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $15M | $81.6B |
| Dividend Yield | 1.78% | 2.24% |
| Holdings | 53 | 613 |
| YTD Return | -3.94% | +14.82%Best |
| 1Y Return | +2.31% | +20.84%Best |
| 3Y Return (annualized) | +9.16% | +18.64%Best |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 20.1% | 11.2%Best |
| Max Drawdown | -29.6% | -14.5%Best |
| $10,000 over 3.5 years | $11,918 | $17,642Best |
| Top 10 Weight | 46.1% | 25.9%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 15, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 16, 2023 to Sep 4, 2026 (3.5 years).
JCHI vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
JCHI vs VYM Performance
JPMorgan Active China ETF (JCHI) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JCHI returned +2.31% while VYM returned +20.84%. Year to date, JCHI is down 3.94% versus a gain of 14.82% for VYM.
Over three years, JCHI compounded at +9.16% per year against +18.64% for VYM. Across the full 4-year window we track, VYM has the edge at +17.61% annualized vs +5.14%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCHI has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 11.2% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JCHI charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, JCHI currently yields 1.78% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 50 holdings in JCHI and 603 in VYM, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in JCHI and 603 in VYM, against full books of 53 and 613.
What only one of them owns
Our book lists 570 positions for VYM that do not appear in our book for JCHI (97.4% of the fund), and 1 for JCHI that do not appear in VYM (1.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of JCHI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JCHI or VYM?
JCHI has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, JCHI or VYM?
Over the past year JCHI returned +2.31% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), JCHI annualized +5.14% vs +17.61% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JCHI or VYM?
JCHI has been the more volatile fund at 20.1% annualized versus 11.2% for VYM. Worst drawdown: JCHI -29.6% vs VYM -14.5%.
Should I hold both JCHI and VYM?
JCHI and VYM have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JCHI or VYM?
JCHI yields 1.78% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than JCHI?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.