JCHI vs BALQ
Comparison between JPMORGAN ACTIVE CHINA ETF (JCHI, ETF) and iShares Nasdaq Premium Income Active ETF (BALQ, ETF).
JCHI vs BALQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCHI
$15M
BALQ
$15M
Expense Ratio
JCHI
0.65%
Winner
BALQ
0.35%
Max Drawdown
JCHI
31.08%
Winner
BALQ
13.17%
Sharpe Ratio
JCHI
0.56
Winner
BALQ
1.60
5Y Beta
Winner
JCHI
0.57
BALQ
1.39
P/E Ratio
JCHI
N/A
BALQ
38.08
Forward P/E
JCHI
N/A
BALQ
23.40
5Y EPS CAGR
JCHI
N/A
BALQ
30.64%
Debt to Equity
JCHI
N/A
BALQ
22.08%
P/S Ratio
JCHI
N/A
BALQ
5.08
P/B Ratio
JCHI
N/A
BALQ
8.54
JCHI vs BALQ - Holdings Comparison
JCHI and BALQ have 1 common holdings. Overlap is -9.41%
JCHI's top 25 holdings weight is 74.25%. BALQ's top 25 holdings weight is 108.97%.
| Rank | JCHI | BALQ |
|---|---|---|
| #1 | TENCENT HOLDINGS LTD (n/a) - 11.23% | CASH OFFSET (n/a) - 29.01% |
| #2 | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.07% | NVIDIA CORP (NVDA) - 8.94% |
| #3 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.19% | APPLE INC (AAPL) - 7.78% |
| #4 | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 4.14% | MICROSOFT CORP (MSFT) - 6.92% |
| #5 | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 4.04% | MICRON TECHNOLOGY INC (MU) - 5.73% |
| #6 | NETEASE INC ORDINARY SHARES (n/a) - 3.14% | AMAZON.COM INC (AMZN) - 5.06% |
| #7 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.04% | ADVANCED MICRO DEVICES INC (AMD) - 4.13% |
| #8 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.98% | ALPHABET INC CLASS A (GOOGL) - 4.11% |
| #9 | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.74% | BROADCOM INC (AVGO) - 4.07% |
| #10 | BYD CO LTD CLASS H (n/a) - 2.41% | TESLA INC (TSLA) - 3.32% |
| #11 | WUS PRINTED CIRCUIT (KUNSHAN) CO LTD CLASS A (n/a) - 2.30% | ALPHABET INC CLASS C (GOOG) - 3.15% |
| #12 | JIANGSU HENGRUI PHARMACEUTICALS CO LTD CLASS A (n/a) - 2.27% | APPLIED MATERIALS INC (AMAT) - 3.05% |
| #13 | FUYAO GLASS INDUSTRY GROUP CO LTD CLASS A (n/a) - 2.15% | META PLATFORMS INC CLASS A (META) - 2.87% |
| #14 | CITIC SECURITIES CO LTD CLASS A (n/a) - 2.06% | COSTCO WHOLESALE CORP (COST) - 2.62% |
| #15 | HUAQIN TECHNOLOGY CO LTD CLASS A SHARES (n/a) - 2.03% | LAM RESEARCH CORP (LRCX) - 2.59% |
| #16 | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.98% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.52% |
| #17 | CHINA INTERNATIONAL CAPITAL CORP LTD SHS -H- UNITARY 144A/REG S (n/a) - 1.85% | INTEL CORP (INTC) - 2.52% |
| #18 | BANK OF CHINA LTD CLASS H (n/a) - 1.81% | CISCO SYSTEMS INC (CSCO) - 2.45% |
| #19 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.81% | WALMART INC (WMT) - 2.14% |
| #20 | HONGFA TECHNOLOGY CO LTD CLASS A (n/a) - 1.79% | NETFLIX INC (NFLX) - 1.55% |
| #21 | WUXI APPTEC CO LTD (n/a) - 1.76% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.26% |
| #22 | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.75% | DYNATRACE INC ORDINARY SHARES (DT) - 0.99% |
| #23 | LUXSHARE PRECISION INDUSTRY CO LTD CLASS A (n/a) - 1.59% | 3M CO (MMM) - 0.78% |
| #24 | XCMG CONSTRUCTION MACHINERY CO LTD CLASS A (n/a) - 1.59% | CHEVRON CORP (CVX) - 0.72% |
| #25 | H WORLD GROUP LTD ORDINARY SHARES (n/a) - 1.53% | ADOBE INC (ADBE) - 0.69% |
| Total Holdings | 52 | 117 |
JCHI vs BALQ - Historical Returns
Returns include dividend reinvestment.
1M
JCHI
-4.07%
Winner
BALQ
+2.51%
3M
JCHI
-0.23%
Winner
BALQ
+21.49%
6M
JCHI
-2.14%
Winner
BALQ
+20.49%
1Y
JCHI
+12.81%
BALQ
N/A
Max(CAGR)
JCHI
+5.45%
Winner
BALQ
+39.25%
JCHI vs BALQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JCHI | BALQ |
|---|---|---|
| 2026 | -4.09% | +19.51% |
| 2025 | +30.01% | -0.49% |
| 2024 | +16.44% | N/A |
| 2023 | -17.08% | N/A |
JCHI vs BALQ Drawdown Comparison
The maximum drawdown for JCHI was -29.59%, occurring on Feb 2, 2024. Recovery took 378 trading sessions.
The maximum drawdown for BALQ was -11.80%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The current JCHI drawdown is -9.11%. The current BALQ drawdown is -2.93%.
| Rank | JCHI | BALQ |
|---|---|---|
| #1 | -29.59% Mar 30, 2023 - Oct 1, 2024 | -11.80% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -27.48% Oct 7, 2024 - Sep 11, 2025 | -6.54% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -14.36% Oct 2, 2025 - Mar 26, 2026 | -4.49% Dec 10, 2025 - Jan 6, 2026 |
| #4 | -2.68% Mar 23, 2023 - Mar 30, 2023 | -2.89% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -1.81% Sep 17, 2025 - Sep 25, 2025 | -2.69% May 14, 2026 - May 26, 2026 |
| #6 | -1.79% Oct 2, 2024 - Oct 4, 2024 | -0.97% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -1.32% Mar 17, 2023 - Mar 21, 2023 | -0.95% Apr 27, 2026 - Apr 30, 2026 |
| #8 | -0.99% Sep 25, 2025 - Sep 29, 2025 | -0.77% Apr 22, 2026 - Apr 24, 2026 |
| #9 | -0.63% Sep 11, 2025 - Sep 16, 2025 | -0.70% May 11, 2026 - May 13, 2026 |
| #10 | N/A | -0.64% Jan 6, 2026 - Jan 9, 2026 |
| #11 | N/A | -0.37% May 6, 2026 - May 8, 2026 |
| #12 | N/A | -0.14% Dec 5, 2025 - Dec 9, 2025 |
| #13 | N/A | -0.14% May 1, 2026 - May 5, 2026 |
| #14 | N/A | -0.13% Dec 3, 2025 - Dec 5, 2025 |
Correlation
Correlation between JCHI and BALQ is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
0.21
-101
Dividend Comparison (2023 - 2026)
JCHI vs BALQ dividend yield comparison.
| Year | JCHI | BALQ |
|---|---|---|
| 2026 | 0.00% | 3.89% |
| 2025 | 1.81% | 0.95% |
| 2024 | 2.12% | 0.00% |
| 2023 | 2.13% | 0.00% |
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