WMSB vs JCHI
Comparison between Weitz Multisector Bond ETF (WMSB, ETF) and JPMORGAN ACTIVE CHINA ETF (JCHI, ETF).
WMSB vs JCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WMSB
$15M
Winner
JCHI
$15M
Expense Ratio
WMSB
0.65%
JCHI
0.65%
Max Drawdown
Winner
WMSB
2.64%
JCHI
31.08%
Sharpe Ratio
Winner
WMSB
0.61
JCHI
0.56
5Y Beta
Winner
WMSB
0.14
JCHI
0.57
WMSB vs JCHI - Holdings Comparison
WMSB and JCHI have 1 common holdings. Overlap is 0.00%
WMSB's top 25 holdings weight is 98.77%. JCHI's top 25 holdings weight is 74.25%.
| Rank | WMSB | JCHI |
|---|---|---|
| #1 | US DOLLARS (n/a) - 43.65% | TENCENT HOLDINGS LTD (n/a) - 11.23% |
| #2 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5.5% (n/a) - 9.66% | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.07% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 9.30% | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.19% |
| #4 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.86% | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 4.14% |
| #5 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4.5% (n/a) - 4.12% | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 4.04% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 2.91% | NETEASE INC ORDINARY SHARES (n/a) - 3.14% |
| #7 | LFS TOPCO LLC 8.75% (n/a) - 2.73% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.04% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 2.21% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.98% |
| #9 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.87% | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.74% |
| #10 | A10 2025-FL6 B (n/a) - 1.85% | BYD CO LTD CLASS H (n/a) - 2.41% |
| #11 | A10 2025-FL6 C (n/a) - 1.85% | WUS PRINTED CIRCUIT (KUNSHAN) CO LTD CLASS A (n/a) - 2.30% |
| #12 | A10 2025-FL6 D (n/a) - 1.85% | JIANGSU HENGRUI PHARMACEUTICALS CO LTD CLASS A (n/a) - 2.27% |
| #13 | MIDAS OPCO HOLDINGS LLC 5.625% (n/a) - 1.77% | FUYAO GLASS INDUSTRY GROUP CO LTD CLASS A (n/a) - 2.15% |
| #14 | BURFORD CAPITAL GLOBAL FINANCE LLC 6.25% (n/a) - 1.37% | CITIC SECURITIES CO LTD CLASS A (n/a) - 2.06% |
| #15 | NEWELL BRANDS INC. 6.625% (n/a) - 1.35% | HUAQIN TECHNOLOGY CO LTD CLASS A SHARES (n/a) - 2.03% |
| #16 | CLEVELAND-CLIFFS INC NEW 144A 7.625% (n/a) - 0.95% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.98% |
| #17 | RITHM CAPITAL CORP. 8% (n/a) - 0.94% | CHINA INTERNATIONAL CAPITAL CORP LTD SHS -H- UNITARY 144A/REG S (n/a) - 1.85% |
| #18 | PII 5.6 03/01/31 (n/a) - 0.93% | BANK OF CHINA LTD CLASS H (n/a) - 1.81% |
| #19 | HIW 5.35 01/15/33 (n/a) - 0.93% | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.81% |
| #20 | WBI 6 1/4 10/15/30 (n/a) - 0.93% | HONGFA TECHNOLOGY CO LTD CLASS A (n/a) - 1.79% |
| #21 | W 6 3/4 11/15/32 (n/a) - 0.93% | WUXI APPTEC CO LTD (n/a) - 1.76% |
| #22 | COGENT COMMUNICATIONS GROUP LLC 7% (n/a) - 0.92% | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.75% |
| #23 | WHIRLPOOL CORP. 6.5% (n/a) - 0.89% | LUXSHARE PRECISION INDUSTRY CO LTD CLASS A (n/a) - 1.59% |
| #24 | N/A | XCMG CONSTRUCTION MACHINERY CO LTD CLASS A (n/a) - 1.59% |
| #25 | N/A | H WORLD GROUP LTD ORDINARY SHARES (n/a) - 1.53% |
| Total Holdings | 23 | 52 |
WMSB vs JCHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WMSB
+0.53%
JCHI
-4.07%
3M
Winner
WMSB
+1.35%
JCHI
-0.23%
6M
Winner
WMSB
+2.28%
JCHI
-2.14%
1Y
WMSB
N/A
JCHI
+12.81%
Max(CAGR)
Winner
WMSB
+5.52%
JCHI
+5.45%
WMSB vs JCHI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | WMSB | JCHI |
|---|---|---|
| 2026 | +1.61% | -4.09% |
| 2025 | +1.66% | +30.01% |
| 2024 | N/A | +16.44% |
| 2023 | N/A | -17.08% |
WMSB vs JCHI Drawdown Comparison
The maximum drawdown for WMSB was -1.89%, occurring on Mar 27, 2026. Recovery took 46 trading sessions.
The maximum drawdown for JCHI was -29.59%, occurring on Feb 2, 2024. Recovery took 378 trading sessions.
The current WMSB drawdown is -0.05%. The current JCHI drawdown is -9.11%.
| Rank | WMSB | JCHI |
|---|---|---|
| #1 | -1.89% Feb 10, 2026 - Apr 17, 2026 | -29.59% Mar 30, 2023 - Oct 1, 2024 |
| #2 | -1.12% Apr 20, 2026 - May 29, 2026 | -27.48% Oct 7, 2024 - Sep 11, 2025 |
| #3 | -0.61% May 29, 2026 - Jun 8, 2026 | -14.36% Oct 2, 2025 - Mar 26, 2026 |
| #4 | -0.28% Dec 3, 2025 - Dec 15, 2025 | -2.68% Mar 23, 2023 - Mar 30, 2023 |
| #5 | -0.28% Jan 14, 2026 - Jan 26, 2026 | -1.81% Sep 17, 2025 - Sep 25, 2025 |
| #6 | -0.26% Nov 24, 2025 - Dec 2, 2025 | -1.79% Oct 2, 2024 - Oct 4, 2024 |
| #7 | -0.22% Nov 11, 2025 - Nov 21, 2025 | -1.32% Mar 17, 2023 - Mar 21, 2023 |
| #8 | -0.11% Nov 7, 2025 - Nov 11, 2025 | -0.99% Sep 25, 2025 - Sep 29, 2025 |
| #9 | -0.11% Jan 28, 2026 - Feb 2, 2026 | -0.63% Sep 11, 2025 - Sep 16, 2025 |
| #10 | -0.10% Dec 29, 2025 - Jan 5, 2026 | N/A |
| #11 | -0.08% Feb 3, 2026 - Feb 6, 2026 | N/A |
| #12 | -0.02% Feb 6, 2026 - Feb 10, 2026 | N/A |
Correlation
Correlation between WMSB and JCHI is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
0.14
-101
Dividend Comparison (2023 - 2026)
WMSB vs JCHI dividend yield comparison.
| Year | WMSB | JCHI |
|---|---|---|
| 2026 | 2.19% | 0.00% |
| 2025 | 0.64% | 1.81% |
| 2024 | 0.00% | 2.12% |
| 2023 | 0.00% | 2.13% |
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