JOYT vs XC
Comparison between JPMORGAN EQUITY AND OPTIONS TOTAL RETURN ETF (JOYT, ETF) and WISDOMTREE TRUE EMERGING MARKETS FUND (XC, ETF).
JOYT vs XC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JOYT
$86M
XC
$86M
Expense Ratio
JOYT
0.35%
Winner
XC
0.32%
Max Drawdown
Winner
JOYT
7.17%
XC
21.68%
Sharpe Ratio
Winner
JOYT
1.32
XC
0.17
5Y Beta
Winner
JOYT
0.70
XC
0.73
P/E Ratio
JOYT
26.49
XC
N/A
Forward P/E
JOYT
20.75
XC
N/A
PEG Ratio
JOYT
0.53
XC
N/A
5Y EPS CAGR
JOYT
27.01%
XC
N/A
Debt to Equity
JOYT
16.57%
XC
N/A
P/S Ratio
JOYT
3.77
XC
N/A
P/B Ratio
JOYT
5.38
XC
N/A
JOYT vs XC - Holdings Comparison
JOYT and XC have 1 common holdings. Overlap is -1.04%
JOYT's top 25 holdings weight is 62.21%. XC's top 25 holdings weight is 42.88%.
| Rank | JOYT | XC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.44% | n/a (n/a) - 15.92% |
| #2 | APPLE INC (AAPL) - 6.78% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.29% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.95% | HDFC BANK LTD (n/a) - 2.41% |
| #4 | MICROSOFT CORP (MSFT) - 5.69% | RELIANCE INDUSTRIES LTD (n/a) - 2.33% |
| #5 | AMAZON.COM INC (AMZN) - 4.90% | AL RAJHI BANK (n/a) - 2.16% |
| #6 | BROADCOM INC (AVGO) - 3.03% | MERCADOLIBRE INC (MELI) - 1.98% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.68% | SK HYNIX INC (n/a) - 1.61% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.19% | ICICI BANK LTD (n/a) - 1.57% |
| #9 | WELLS FARGO & CO (WFC) - 2.14% | MEDIATEK INC (n/a) - 1.27% |
| #10 | EXXON MOBIL CORP (XOM) - 1.90% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.14% |
| #11 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.85% | BHARTI AIRTEL LTD (n/a) - 1.11% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.56% | INFOSYS LTD (n/a) - 1.09% |
| #13 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.56% | PT BANK CENTRAL ASIA TBK (n/a) - 0.68% |
| #14 | TESLA INC (TSLA) - 1.47% | TATA CONSULTANCY SERVICES LTD (n/a) - 0.63% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.26% | DELTA ELECTRONICS INC (n/a) - 0.59% |
| #16 | ELI LILLY AND CO (LLY) - 1.24% | MAHINDRA & MAHINDRA LTD (n/a) - 0.58% |
| #17 | ABBVIE INC (ABBV) - 1.23% | AXIS BANK LTD (n/a) - 0.58% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.56% |
| #19 | CSX CORP (CSX) - 1.17% | LARSEN & TOUBRO LTD (n/a) - 0.51% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.15% | KB FINANCIAL GROUP INC (n/a) - 0.50% |
| #21 | AMERICAN EXPRESS CO (AXP) - 1.03% | KOTAK MAHINDRA BANK LTD (n/a) - 0.50% |
| #22 | RTX CORP (RTX) - 1.00% | QUANTA COMPUTER INC (n/a) - 0.48% |
| #23 | HOWMET AEROSPACE INC (HWM) - 0.96% | FIRSTRAND LTD (n/a) - 0.47% |
| #24 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.93% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.47% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 0.92% | NAVER CORP (n/a) - 0.45% |
| Total Holdings | 117 | 727 |
JOYT vs XC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JOYT
+0.90%
XC
-4.21%
3M
Winner
JOYT
+2.12%
XC
-4.07%
6M
Winner
JOYT
+4.76%
XC
-3.71%
1Y
JOYT
N/A
XC
+5.03%
Max(CAGR)
Winner
JOYT
+17.00%
XC
+10.72%
JOYT vs XC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JOYT | XC |
|---|---|---|
| 2026 | +3.18% | -5.79% |
| 2025 | +9.58% | +17.78% |
| 2024 | N/A | +6.65% |
| 2023 | N/A | +21.55% |
| 2022 | N/A | +1.49% |
JOYT vs XC Drawdown Comparison
The maximum drawdown for JOYT was -6.99%, occurring on Mar 30, 2026. Recovery took 65 trading sessions.
The maximum drawdown for XC was -20.97%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current JOYT drawdown is -1.81%. The current XC drawdown is -10.77%.
| Rank | JOYT | XC |
|---|---|---|
| #1 | -6.99% Feb 2, 2026 - May 6, 2026 | -20.97% Sep 26, 2024 - Jun 24, 2025 |
| #2 | -3.42% Nov 12, 2025 - Nov 28, 2025 | -12.47% Feb 11, 2026 - Mar 20, 2026 |
| #3 | -2.11% Oct 6, 2025 - Oct 20, 2025 | -12.29% Jul 28, 2023 - Dec 14, 2023 |
| #4 | -1.96% Jan 12, 2026 - Jan 23, 2026 | -11.46% Jul 8, 2024 - Sep 26, 2024 |
| #5 | -1.81% Jun 2, 2026 - Jun 5, 2026 | -9.54% Jan 26, 2023 - Jun 2, 2023 |
| #6 | -1.70% Dec 11, 2025 - Dec 19, 2025 | -6.73% Sep 22, 2022 - Nov 4, 2022 |
| #7 | -0.90% Aug 28, 2025 - Sep 4, 2025 | -6.01% Nov 30, 2022 - Jan 12, 2023 |
| #8 | -0.89% Oct 29, 2025 - Nov 10, 2025 | -5.91% Apr 9, 2024 - May 15, 2024 |
| #9 | -0.77% Dec 26, 2025 - Jan 6, 2026 | -5.02% Dec 28, 2023 - Feb 6, 2024 |
| #10 | -0.60% May 14, 2026 - May 26, 2026 | -4.31% Jul 3, 2025 - Oct 20, 2025 |
| #11 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -3.75% Jun 15, 2023 - Jul 12, 2023 |
| #12 | -0.43% Jan 6, 2026 - Jan 9, 2026 | -3.64% May 17, 2024 - Jun 12, 2024 |
| #13 | -0.35% Aug 19, 2025 - Aug 22, 2025 | -2.82% Nov 15, 2022 - Nov 30, 2022 |
| #14 | -0.33% Oct 21, 2025 - Oct 23, 2025 | -2.63% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -0.30% Jan 29, 2026 - Feb 2, 2026 | -2.03% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between JOYT and XC is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (2022 - 2026)
JOYT vs XC dividend yield comparison.
| Year | JOYT | XC |
|---|---|---|
| 2026 | 0.18% | 0.33% |
| 2025 | 0.28% | 11.74% |
| 2024 | 0.00% | 1.49% |
| 2023 | 0.00% | 1.42% |
| 2022 | 0.00% | 0.57% |
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