JCHI vs VYM
JPMorgan Active China ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | JCHI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $15M | $81.6B | |
| Dividend Yield | 1.78% | 2.24% | |
| Holdings | 54 | 616 | |
| YTD Return | -3.20% | +16.42% | |
| 1Y Return | +5.66% | +24.22% | |
| 3Y Return (annualized) | +9.37% | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 20.3% | 14.6% | |
| Max Drawdown | -29.6% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2023 | Nov 10, 2006 |
JCHI vs VYM Performance
JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JCHI returned +5.66% while VYM returned +24.22%. Year to date, JCHI is down 3.20% versus a gain of 16.42% for VYM.
Over three years, JCHI compounded at +9.37% per year against +19.03% for VYM. Across the full 3-year window we track, VYM has the edge at +7.10% 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 14.6% 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 -58.8% for VYM. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
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
JCHI and VYM share 0 holdings out of 653 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 VYM?
JCHI has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, JCHI or VYM?
Over the past year JCHI returned +5.66% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JCHI annualized +5.46% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, JCHI or VYM?
JCHI has been the more volatile fund at 20.3% annualized versus 14.6% for VYM. Worst drawdown: JCHI -29.6% vs VYM -58.8%.
Should I hold both JCHI and VYM?
JCHI and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCHI and VYM?
JCHI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 653 unique securities.
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.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.