JCHI vs KTEC
JPMorgan Active China ETF vs KraneShares Hang Seng TECH Index ETF
Which is better, JCHI or KTEC?
JCHI has been ahead.
JCHI has a lower expense ratio. JCHI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JCHI | KTEC |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.69% |
| AUM | $14M | $46M |
| Dividend Yield | 1.92% | 4.43% |
| Holdings | 106 | 31 |
| YTD Return | -11.10%Best | -30.27% |
| 1Y Return | -10.75%Best | -32.84% |
| 3Y Return (annualized) | +8.34%Best | +0.31% |
| 5Y Return (annualized) | - | -9.14% |
| Volatility (annualized) | 20.1%Best | 30.8% |
| Max Drawdown | -29.6%Best | -39.6% |
| $10,000 over 3.6 years | $11,018Best | $10,025 |
| Fund Family | J.P. Morgan Asset Management | KraneShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 15, 2023 | Jun 8, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 16, 2023 to Oct 14, 2026 (3.6 years).
JCHI vs KTEC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
JCHI vs KTEC Performance
JPMorgan Active China ETF (JCHI) is an ETF from J.P. Morgan Asset Management and KraneShares Hang Seng TECH Index ETF (KTEC) is an ETF from KraneShares. Over the past year JCHI returned -10.75% while KTEC returned -32.84%. Year to date, JCHI is down 11.10% versus a loss of 30.27% for KTEC.
Over three years, JCHI compounded at +8.34% per year against +0.31% for KTEC. Across the full 4-year window we track, JCHI has the edge at +2.73% annualized vs +0.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KTEC has been the more volatile fund, with annualized monthly volatility of 30.8% compared with 20.1% for JCHI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.6% for JCHI and -39.6% for KTEC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JCHI charges 0.15% per year while KTEC charges 0.69%. On a $10,000 position that is $15 vs $69 annually, a gap of $54 per year that compounds over a long holding period. On income, JCHI currently yields 1.92% against 4.43% for KTEC.
Holdings Overlap
At least 14.3% of JCHI's money is in holdings KTEC also owns.
Stated as a floor: for KTEC, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
JCHI and KTEC share little of their money.
5 positions in common, counted across the 53 positions we hold weights for in JCHI and 29 in KTEC, against full books of 106 and 31.
You are not choosing between two funds in isolation.
Whichever of JCHI and KTEC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JCHI or KTEC?
JCHI has an expense ratio of 0.15% while KTEC charges 0.69%. JCHI is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, JCHI or KTEC?
Over the past year JCHI returned -10.75% vs -32.84% for KTEC, so JCHI leads on 1-year performance. Over the longest common window we track (4 years), JCHI annualized +2.73% vs +0.07% for KTEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JCHI or KTEC?
KTEC has been the more volatile fund at 30.8% annualized versus 20.1% for JCHI. Worst drawdown: JCHI -29.6% vs KTEC -39.6%.
Should I hold both JCHI and KTEC?
JCHI and KTEC have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between JCHI and KTEC?
At least 14.3% of JCHI's money is in holdings KTEC also owns. Our book for KTEC is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 53 positions we hold weights for in JCHI and 29 in KTEC.
Which pays a higher dividend, JCHI or KTEC?
JCHI yields 1.92% while KTEC yields 4.43%, so KTEC currently pays the higher dividend yield.
Is KTEC better than JCHI?
JCHI has a lower expense ratio. JCHI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.