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JCHI vs FXI
JPMorgan Active China ETF vs iShares China Large-Cap ETF
Key differences
Both JCHI and FXI are equity ETFs. JCHI charges 0.65% a year and FXI 0.73%. The main difference: JCHI follows a active selection strategy; FXI uses index tracking.
- JCHI follows a active selection strategy; FXI uses index tracking.
- JCHI covers emerging markets; FXI covers the Asia-Pacific region.
- JCHI costs 0.08% less per year.
- FXI is much larger than JCHI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FXI has delivered higher annualized returns.
- FXI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JCHI | FXI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.73% |
| Fund size (AUM) | $15M | $5.5B |
| Since | 2023 | 2004 |
| Dividend yield | 1.80% | 2.63% |
| Asset class | equity | equity |
| Region | emerging markets | asia pacific |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.5% | -2.1% |
| CAGR 3Y | +9.2% | +12.9% |
| CAGR 5Y | N/A | -3.4% |
| Sharpe 3Y | 0.33 | 0.45 |
| Volatility 1Y | 17.85% | 19.92% |
| Max drawdown | -29.57% | -60.81% |
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