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