JPHY vs XSOE
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF).
JPHY vs XSOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
XSOE
$2.20B
Expense Ratio
JPHY
0.45%
Winner
XSOE
0.32%
Max Drawdown
Winner
JPHY
2.76%
XSOE
47.21%
Sharpe Ratio
JPHY
0.89
Winner
XSOE
1.67
5Y Beta
Winner
JPHY
0.18
XSOE
0.83
5Y Dividends CAGR
JPHY
N/A
XSOE
9.13%
JPHY vs XSOE - Historical Returns
Returns include dividend reinvestment.
1M
JPHY
+0.62%
Winner
XSOE
+3.51%
3M
JPHY
+2.36%
Winner
XSOE
+20.21%
6M
JPHY
+2.63%
Winner
XSOE
+26.96%
1Y
JPHY
+6.32%
Winner
XSOE
+44.40%
5Y(CAGR)
JPHY
N/A
XSOE
+4.54%
10Y(CAGR)
JPHY
N/A
XSOE
+10.27%
Max(CAGR)
JPHY
+6.56%
Winner
XSOE
+7.90%
JPHY vs XSOE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | XSOE |
|---|---|---|
| 2026 | +2.13% | +20.91% |
| 2025 | +4.00% | +30.05% |
| 2024 | N/A | +8.65% |
| 2023 | N/A | +9.13% |
| 2022 | N/A | -26.15% |
| 2021 | N/A | -6.70% |
| 2020 | N/A | +26.34% |
| 2019 | N/A | +25.07% |
| 2018 | N/A | -20.54% |
| 2017 | N/A | +49.23% |
| 2016 | N/A | +6.66% |
| 2015 | N/A | -11.84% |
| 2014 | N/A | +0.33% |
JPHY vs XSOE Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The current XSOE drawdown is -4.35%.
| Rank | JPHY | XSOE |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -45.25% Feb 16, 2021 - Jan 22, 2026 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -35.05% Jan 26, 2018 - Aug 5, 2020 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -31.24% Apr 28, 2015 - May 9, 2017 |
| #4 | -0.64% May 6, 2026 - May 26, 2026 | -13.31% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -0.43% Apr 17, 2026 - May 1, 2026 | -8.69% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -6.06% Jan 22, 2015 - Apr 2, 2015 |
| #7 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -5.54% Nov 22, 2017 - Jan 2, 2018 |
| #8 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -5.52% Aug 28, 2020 - Oct 8, 2020 |
| #9 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -5.48% Jan 25, 2021 - Feb 5, 2021 |
| #10 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -5.15% May 11, 2026 - May 26, 2026 |
| #11 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -4.10% Dec 10, 2014 - Dec 22, 2014 |
| #12 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -4.09% Dec 26, 2014 - Jan 20, 2015 |
| #13 | -0.21% May 1, 2026 - May 6, 2026 | -3.41% Sep 19, 2017 - Oct 10, 2017 |
| #14 | -0.21% Apr 9, 2026 - Apr 13, 2026 | -3.41% Jan 28, 2026 - Feb 10, 2026 |
| #15 | -0.21% Jul 23, 2025 - Aug 4, 2025 | -3.37% Aug 8, 2017 - Aug 23, 2017 |
Correlation
Correlation between JPHY and XSOE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
JPHY vs XSOE dividend yield comparison.
| Year | JPHY | XSOE |
|---|---|---|
| 2026 | 2.58% | 0.10% |
| 2025 | 3.32% | 1.50% |
| 2024 | 0.00% | 1.44% |
| 2023 | 0.00% | 1.78% |
| 2022 | 0.00% | 2.53% |
| 2021 | 0.00% | 1.36% |
| 2020 | 0.00% | 1.02% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 1.56% |
| 2017 | 0.00% | 0.65% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 3.93% |
| 2014 | 0.00% | 0.21% |
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