XSOE vs JPHY
Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF).
XSOE vs JPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSOE
$2.20B
JPHY
$2.20B
Expense Ratio
Winner
XSOE
0.32%
JPHY
0.45%
Max Drawdown
XSOE
47.21%
Winner
JPHY
2.76%
Sharpe Ratio
Winner
XSOE
1.64
JPHY
0.80
5Y Beta
XSOE
0.82
Winner
JPHY
0.18
5Y Dividends CAGR
XSOE
9.13%
JPHY
N/A
XSOE vs JPHY - Historical Returns
Returns include dividend reinvestment.
1M
XSOE
-2.33%
Winner
JPHY
+0.11%
3M
Winner
XSOE
+13.40%
JPHY
+1.17%
6M
Winner
XSOE
+22.36%
JPHY
+2.40%
1Y
Winner
XSOE
+41.70%
JPHY
+5.96%
5Y(CAGR)
XSOE
+4.07%
JPHY
N/A
10Y(CAGR)
XSOE
+9.96%
JPHY
N/A
Max(CAGR)
Winner
XSOE
+7.64%
JPHY
+6.25%
XSOE vs JPHY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | XSOE | JPHY |
|---|---|---|
| 2026 | +17.54% | +1.79% |
| 2025 | +30.05% | +4.00% |
| 2024 | +8.65% | N/A |
| 2023 | +9.13% | N/A |
| 2022 | -26.15% | N/A |
| 2021 | -6.70% | N/A |
| 2020 | +26.34% | N/A |
| 2019 | +25.07% | N/A |
| 2018 | -20.54% | N/A |
| 2017 | +49.23% | N/A |
| 2016 | +6.66% | N/A |
| 2015 | -11.84% | N/A |
| 2014 | +0.33% | N/A |
XSOE vs JPHY Drawdown Comparison
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The current XSOE drawdown is -7.02%. The current JPHY drawdown is -0.28%.
| Rank | XSOE | JPHY |
|---|---|---|
| #1 | -45.25% Feb 16, 2021 - Jan 22, 2026 | -1.65% Feb 9, 2026 - Apr 8, 2026 |
| #2 | -35.05% Jan 26, 2018 - Aug 5, 2020 | -0.98% Oct 2, 2025 - Oct 22, 2025 |
| #3 | -31.24% Apr 28, 2015 - May 9, 2017 | -0.82% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -13.31% Feb 25, 2026 - Apr 17, 2026 | -0.64% May 6, 2026 - May 26, 2026 |
| #5 | -8.69% Jun 2, 2026 - Jun 5, 2026 | -0.43% Apr 17, 2026 - May 1, 2026 |
| #6 | -6.06% Jan 22, 2015 - Apr 2, 2015 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -5.54% Nov 22, 2017 - Jan 2, 2018 | -0.41% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -5.52% Aug 28, 2020 - Oct 8, 2020 | -0.35% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -5.48% Jan 25, 2021 - Feb 5, 2021 | -0.34% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -5.15% May 11, 2026 - May 26, 2026 | -0.33% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -4.10% Dec 10, 2014 - Dec 22, 2014 | -0.26% Dec 3, 2025 - Dec 22, 2025 |
| #12 | -4.09% Dec 26, 2014 - Jan 20, 2015 | -0.23% Aug 27, 2025 - Sep 3, 2025 |
| #13 | -3.41% Sep 19, 2017 - Oct 10, 2017 | -0.21% May 1, 2026 - May 6, 2026 |
| #14 | -3.41% Jan 28, 2026 - Feb 10, 2026 | -0.21% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -3.37% Aug 8, 2017 - Aug 23, 2017 | -0.21% Jul 23, 2025 - Aug 4, 2025 |
Correlation
Correlation between XSOE and JPHY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
XSOE vs JPHY dividend yield comparison.
| Year | XSOE | JPHY |
|---|---|---|
| 2026 | 0.11% | 2.59% |
| 2025 | 1.50% | 3.32% |
| 2024 | 1.44% | 0.00% |
| 2023 | 1.78% | 0.00% |
| 2022 | 2.53% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 1.02% | 0.00% |
| 2019 | 2.01% | 0.00% |
| 2018 | 1.56% | 0.00% |
| 2017 | 0.65% | 0.00% |
| 2016 | 1.43% | 0.00% |
| 2015 | 3.93% | 0.00% |
| 2014 | 0.21% | 0.00% |
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