EVLU vs JCHI
Comparison between ISHARES MSCI EMERGING MARKETS VALUE FACTOR ETF (EVLU, ETF) and JPMORGAN ACTIVE CHINA ETF (JCHI, ETF).
EVLU vs JCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVLU
$15M
JCHI
$15M
Expense Ratio
EVLU
0.35%
Winner
JCHI
0.15%
Max Drawdown
Winner
EVLU
18.00%
JCHI
31.08%
Sharpe Ratio
Winner
EVLU
1.84
JCHI
0.16
5Y Beta
EVLU
0.80
Winner
JCHI
0.59
EVLU vs JCHI - Holdings Comparison
EVLU and JCHI have 1 common holdings. Overlap is -0.05%
EVLU's top 25 holdings weight is 50.34%. JCHI's top 25 holdings weight is 74.48%.
| Rank | EVLU | JCHI |
|---|---|---|
| #1 | UNITED MICROELECTRONICS CORP (n/a) - 5.46% | TENCENT HOLDINGS LTD (n/a) - 11.85% |
| #2 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 4.74% | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 7.03% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.52% | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 4.13% |
| #4 | QUANTA COMPUTER INC (n/a) - 3.29% | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 3.96% |
| #5 | NASPERS LTD CLASS N (n/a) - 2.80% | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 3.63% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.57% | NETEASE INC ORDINARY SHARES (n/a) - 3.54% |
| #7 | INFOSYS LTD (n/a) - 2.48% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.05% |
| #8 | XIAOMI CORP CLASS B (n/a) - 2.14% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.96% |
| #9 | YAGEO CORP (n/a) - 2.02% | JIANGSU HENGRUI PHARMACEUTICALS CO LTD CLASS A (n/a) - 2.64% |
| #10 | INDUSTRIAL AND COMMERCIAL BANK OF CHINA LTD CLASS A (n/a) - 1.62% | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.63% |
| #11 | WIWYNN CORP ORDINARY SHARES (n/a) - 1.60% | CITIC SECURITIES CO LTD CLASS A (n/a) - 2.36% |
| #12 | SAUDI TELECOM CO (n/a) - 1.54% | BYD CO LTD CLASS H (n/a) - 2.23% |
| #13 | ASUSTEK COMPUTER INC (n/a) - 1.52% | CHINA INTERNATIONAL CAPITAL CORP LTD SHS -H- UNITARY 144A/REG S (n/a) - 2.14% |
| #14 | VALE SA (n/a) - 1.40% | FUYAO GLASS INDUSTRY GROUP CO LTD CLASS A (n/a) - 2.14% |
| #15 | n/a (n/a) - 1.39% | MEITUAN CLASS B (n/a) - 2.10% |
| #16 | MAHINDRA & MAHINDRA LTD (n/a) - 1.36% | WUXI APPTEC CO LTD (n/a) - 2.08% |
| #17 | n/a (n/a) - 1.36% | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.96% |
| #18 | BANK OF CHINA LTD CLASS H (n/a) - 1.31% | HONGFA TECHNOLOGY CO LTD CLASS A (n/a) - 1.88% |
| #19 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.19% | HUAQIN TECHNOLOGY CO LTD CLASS A SHARES (n/a) - 1.86% |
| #20 | n/a (n/a) - 1.16% | BANK OF CHINA LTD CLASS H (n/a) - 1.81% |
| #21 | LENOVO GROUP LTD (n/a) - 1.03% | ADVANCED MICRO-FABRICATION EQUIPMENT INC CLASS A (n/a) - 1.80% |
| #22 | BAIDU INC (n/a) - 1.03% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.78% |
| #23 | GOLD FIELDS LTD (n/a) - 0.95% | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.72% |
| #24 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.94% | LUXSHARE PRECISION INDUSTRY CO LTD CLASS A (n/a) - 1.69% |
| #25 | LARGAN PRECISION CO LTD (n/a) - 0.92% | H WORLD GROUP LTD ORDINARY SHARES (n/a) - 1.51% |
| Total Holdings | 276 | 53 |
EVLU vs JCHI - Historical Returns
Returns include dividend reinvestment.
1M
EVLU
-3.13%
Winner
JCHI
+2.86%
3M
Winner
EVLU
+8.60%
JCHI
-2.75%
6M
Winner
EVLU
+15.34%
JCHI
-4.95%
1Y
Winner
EVLU
+46.06%
JCHI
+4.52%
Max(CAGR)
Winner
EVLU
+35.14%
JCHI
+5.04%
EVLU vs JCHI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVLU | JCHI |
|---|---|---|
| 2026 | +22.25% | -4.76% |
| 2025 | +39.13% | +30.01% |
| 2024 | +1.61% | +16.44% |
| 2023 | N/A | -17.08% |
EVLU vs JCHI Drawdown Comparison
The maximum drawdown for EVLU was -17.17%, occurring on Apr 8, 2025. Recovery took 167 trading sessions.
The maximum drawdown for JCHI was -29.59%, occurring on Feb 2, 2024. Recovery took 378 trading sessions.
The current EVLU drawdown is -8.80%. The current JCHI drawdown is -9.74%.
| Rank | EVLU | JCHI |
|---|---|---|
| #1 | -17.17% Oct 7, 2024 - Jun 9, 2025 | -29.59% Mar 30, 2023 - Oct 1, 2024 |
| #2 | -12.90% Feb 25, 2026 - May 1, 2026 | -27.48% Oct 7, 2024 - Sep 11, 2025 |
| #3 | -9.80% Jun 2, 2026 - Jul 20, 2026 | -14.36% Oct 2, 2025 - Mar 26, 2026 |
| #4 | -5.36% Nov 12, 2025 - Jan 2, 2026 | -2.68% Mar 23, 2023 - Mar 30, 2023 |
| #5 | -5.13% May 11, 2026 - May 26, 2026 | -1.81% Sep 17, 2025 - Sep 25, 2025 |
| #6 | -4.45% Oct 6, 2025 - Oct 16, 2025 | -1.79% Oct 2, 2024 - Oct 4, 2024 |
| #7 | -3.51% Jul 23, 2025 - Aug 12, 2025 | -1.32% Mar 17, 2023 - Mar 21, 2023 |
| #8 | -3.37% Jan 28, 2026 - Feb 10, 2026 | -0.99% Sep 25, 2025 - Sep 29, 2025 |
| #9 | -2.48% Sep 26, 2024 - Oct 2, 2024 | -0.63% Sep 11, 2025 - Sep 16, 2025 |
| #10 | -1.97% Nov 3, 2025 - Nov 10, 2025 | N/A |
| #11 | -1.96% Aug 13, 2025 - Sep 8, 2025 | N/A |
| #12 | -1.84% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #13 | -1.57% Oct 2, 2024 - Oct 7, 2024 | N/A |
| #14 | -1.43% Jul 3, 2025 - Jul 15, 2025 | N/A |
| #15 | -1.42% Sep 17, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between EVLU and JCHI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2023 - 2026)
EVLU vs JCHI dividend yield comparison.
| Year | EVLU | JCHI |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 5.20% | 1.81% |
| 2024 | 1.03% | 2.12% |
| 2023 | 0.00% | 2.13% |
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