JCHI vs UUPP

Comparison between JPMORGAN ACTIVE CHINA ETF (JCHI, ETF) and PRINCIPAL CLO ETF (UUPP, ETF).

JCHI vs UUPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCHI(ETF)	UUPP(ETF)
Net Assets	$15M	$15M
Expense Ratio	0.65%	0.19%
Max Drawdown	31.08%	0.02%
Sharpe Ratio	0.56	4.68
5Y Beta	0.57	-0.01

Net Assets

JCHI

$15M

UUPP

$15M

Expense Ratio

JCHI

0.65%

Winner

UUPP

0.19%

Max Drawdown

JCHI

31.08%

Winner

UUPP

0.02%

Sharpe Ratio

JCHI

0.56

Winner

UUPP

4.68

5Y Beta

JCHI

0.57

Winner

UUPP

-0.01

JCHI vs UUPP - Holdings Comparison

JCHI and UUPP have 0 common holdings. Overlap is 0.00%

JCHI's top 25 holdings weight is 74.25%. UUPP's top 25 holdings weight is 100.00%.

Rank	JCHI	UUPP
#1	TENCENT HOLDINGS LTD (n/a) - 11.23%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%
#2	ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.07%	N/A
#3	CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.19%	N/A
#4	PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 4.14%	N/A
#5	CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 4.04%	N/A
#6	NETEASE INC ORDINARY SHARES (n/a) - 3.14%	N/A
#7	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.04%	N/A
#8	ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.98%	N/A
#9	KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.74%	N/A
#10	BYD CO LTD CLASS H (n/a) - 2.41%	N/A
#11	WUS PRINTED CIRCUIT (KUNSHAN) CO LTD CLASS A (n/a) - 2.30%	N/A
#12	JIANGSU HENGRUI PHARMACEUTICALS CO LTD CLASS A (n/a) - 2.27%	N/A
#13	FUYAO GLASS INDUSTRY GROUP CO LTD CLASS A (n/a) - 2.15%	N/A
#14	CITIC SECURITIES CO LTD CLASS A (n/a) - 2.06%	N/A
#15	HUAQIN TECHNOLOGY CO LTD CLASS A SHARES (n/a) - 2.03%	N/A
#16	ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.98%	N/A
#17	CHINA INTERNATIONAL CAPITAL CORP LTD SHS -H- UNITARY 144A/REG S (n/a) - 1.85%	N/A
#18	BANK OF CHINA LTD CLASS H (n/a) - 1.81%	N/A
#19	NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.81%	N/A
#20	HONGFA TECHNOLOGY CO LTD CLASS A (n/a) - 1.79%	N/A
#21	WUXI APPTEC CO LTD (n/a) - 1.76%	N/A
#22	MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.75%	N/A
#23	LUXSHARE PRECISION INDUSTRY CO LTD CLASS A (n/a) - 1.59%	N/A
#24	XCMG CONSTRUCTION MACHINERY CO LTD CLASS A (n/a) - 1.59%	N/A
#25	H WORLD GROUP LTD ORDINARY SHARES (n/a) - 1.53%	N/A
Total Holdings	52	1

JCHI vs UUPP - Historical Returns

Returns include dividend reinvestment.

Period	JCHI	UUPP
1 month	-4.07%	N/A
3 months	-0.23%	N/A
6 months	-2.14%	N/A
1 year	+12.81%	N/A
Max(CAGR)	+5.45%	+6.84%

JCHI

-4.07%

UUPP

N/A

JCHI

-0.23%

UUPP

N/A

JCHI

-2.14%

UUPP

N/A

JCHI

+12.81%

UUPP

N/A

Max(CAGR)

JCHI

+5.45%

Winner

UUPP

+6.84%

JCHI vs UUPP - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	JCHI	UUPP
2026	-4.09%	+0.40%
2025	+30.01%	N/A
2024	+16.44%	N/A
2023	-17.08%	N/A

JCHI vs UUPP Drawdown Comparison

The maximum drawdown for JCHI was -29.59%, occurring on Feb 2, 2024. Recovery took 378 trading sessions.

The maximum drawdown for UUPP was -0.02%, occurring on Jun 11, 2026. Recovery took 2 trading sessions.

The current JCHI drawdown is -9.11%.

Rank	JCHI	UUPP
#1	-29.59% Mar 30, 2023 - Oct 1, 2024	-0.02% Jun 10, 2026 - Jun 12, 2026
#2	-27.48% Oct 7, 2024 - Sep 11, 2025	-0.02% Jun 3, 2026 - Jun 8, 2026
#3	-14.36% Oct 2, 2025 - Mar 26, 2026	N/A
#4	-2.68% Mar 23, 2023 - Mar 30, 2023	N/A
#5	-1.81% Sep 17, 2025 - Sep 25, 2025	N/A
#6	-1.79% Oct 2, 2024 - Oct 4, 2024	N/A
#7	-1.32% Mar 17, 2023 - Mar 21, 2023	N/A
#8	-0.99% Sep 25, 2025 - Sep 29, 2025	N/A
#9	-0.63% Sep 11, 2025 - Sep 16, 2025	N/A

Correlation

Correlation between JCHI and UUPP is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

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