JCHI vs WTID
Comparison between JPMORGAN ACTIVE CHINA ETF (JCHI, ETF) and Bank of Montreal (WTID, ETF).
JCHI vs WTID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCHI
$15M
WTID
$15M
Expense Ratio
JCHI
0.65%
WTID
N/A
Max Drawdown
Winner
JCHI
31.08%
WTID
92.83%
Sharpe Ratio
Winner
JCHI
0.56
WTID
-1.40
5Y Beta
JCHI
0.57
Winner
WTID
-1.65
P/E Ratio
JCHI
N/A
WTID
20.68
Forward P/E
JCHI
N/A
WTID
10.47
PEG Ratio
JCHI
N/A
WTID
1.00
5Y EPS CAGR
JCHI
N/A
WTID
16.35%
Debt to Equity
JCHI
N/A
WTID
16.70%
P/S Ratio
JCHI
N/A
WTID
1.44
P/B Ratio
JCHI
N/A
WTID
2.21
JCHI vs WTID - Holdings Comparison
JCHI and WTID have 0 common holdings. Overlap is 0.00%
JCHI's top 25 holdings weight is 74.25%. WTID's top 25 holdings weight is 106.70%.
| Rank | JCHI | WTID |
|---|---|---|
| #1 | TENCENT HOLDINGS LTD (n/a) - 11.23% | EXXON MOBIL CORP (XOM) - 17.70% |
| #2 | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.07% | CHEVRON CORP (CVX) - 16.71% |
| #3 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.19% | CONOCOPHILLIPS (COP) - 12.47% |
| #4 | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 4.14% | EQT CORP (EQT) - 8.83% |
| #5 | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 4.04% | VALERO ENERGY CORP (VLO) - 8.71% |
| #6 | NETEASE INC ORDINARY SHARES (n/a) - 3.14% | EOG RESOURCES INC (EOG) - 8.68% |
| #7 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.04% | OCCIDENTAL PETROLEUM CORP (OXY) - 8.33% |
| #8 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.98% | MARATHON PETROLEUM CORP (MPC) - 7.78% |
| #9 | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.74% | PHILLIPS 66 (PSX) - 6.27% |
| #10 | BYD CO LTD CLASS H (n/a) - 2.41% | DEVON ENERGY CORP (DVN) - 6.06% |
| #11 | WUS PRINTED CIRCUIT (KUNSHAN) CO LTD CLASS A (n/a) - 2.30% | DIAMONDBACK ENERGY INC (FANG) - 5.16% |
| #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 | 11 |
JCHI vs WTID - Historical Returns
Returns include dividend reinvestment.
1M
JCHI
-0.88%
Winner
WTID
+18.10%
3M
JCHI
-0.12%
Winner
WTID
+4.82%
6M
Winner
JCHI
-0.48%
WTID
-53.95%
1Y
Winner
JCHI
+14.38%
WTID
-61.16%
5Y(CAGR)
JCHI
N/A
WTID
-17.32%
10Y(CAGR)
JCHI
N/A
WTID
-15.07%
Max(CAGR)
Winner
JCHI
+5.76%
WTID
-15.07%
JCHI vs WTID - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JCHI | WTID |
|---|---|---|
| 2026 | -3.13% | -52.60% |
| 2025 | +30.01% | -42.74% |
| 2024 | +16.44% | -4.89% |
| 2023 | -17.08% | -17.12% |
| 2020 | N/A | +348.70% |
| 2019 | N/A | -76.86% |
| 2018 | N/A | +14.74% |
| 2017 | N/A | -37.31% |
JCHI vs WTID Drawdown Comparison
The maximum drawdown for JCHI was -29.59%, occurring on Feb 2, 2024. Recovery took 378 trading sessions.
The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.
The current JCHI drawdown is -8.20%. The current WTID drawdown is -89.18%.
| Rank | JCHI | WTID |
|---|---|---|
| #1 | -29.59% Mar 30, 2023 - Oct 1, 2024 | -92.83% Jun 21, 2017 - Jan 3, 2020 |
| #2 | -27.48% Oct 7, 2024 - Sep 11, 2025 | -30.58% May 4, 2017 - Jun 14, 2017 |
| #3 | -14.36% Oct 2, 2025 - Mar 26, 2026 | -28.91% Mar 23, 2017 - May 4, 2017 |
| #4 | -2.68% Mar 23, 2023 - Mar 30, 2023 | -13.29% Jan 10, 2017 - Mar 8, 2017 |
| #5 | -1.81% Sep 17, 2025 - Sep 25, 2025 | -5.34% Mar 14, 2017 - Mar 21, 2017 |
| #6 | -1.79% Oct 2, 2024 - Oct 4, 2024 | -2.13% Jun 15, 2017 - Jun 19, 2017 |
| #7 | -1.32% Mar 17, 2023 - Mar 21, 2023 | -0.78% Jan 5, 2017 - Jan 9, 2017 |
| #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 WTID is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.64
-101
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