ESGE vs JAVA
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and JPMORGAN ACTIVE VALUE ETF (JAVA, ETF).
5-Year PerformanceJAVA has outperformed ESGE, delivering a return of +11.2% compared to +6.8%
ESGE vs JAVA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGE
$5.90B
Winner
JAVA
$6B
Expense Ratio
Winner
ESGE
0.25%
JAVA
0.44%
Max Drawdown
ESGE
43.02%
Winner
JAVA
17.08%
Sharpe Ratio
Winner
ESGE
2.24
JAVA
1.63
5Y Beta
ESGE
0.79
Winner
JAVA
0.72
P/E Ratio
ESGE
N/A
JAVA
21.95
Forward P/E
ESGE
N/A
JAVA
16.30
PEG Ratio
ESGE
N/A
JAVA
0.49
5Y Dividends CAGR
ESGE
6.30%
JAVA
N/A
5Y EPS CAGR
ESGE
N/A
JAVA
14.50%
Debt to Equity
ESGE
N/A
JAVA
15.08%
P/S Ratio
ESGE
N/A
JAVA
2.09
P/B Ratio
ESGE
N/A
JAVA
2.89
ESGE vs JAVA - Holdings Comparison
ESGE and JAVA have 1 common holdings. Overlap is -0.16%
ESGE's top 25 holdings weight is 45.94%. JAVA's top 25 holdings weight is 39.89%.
| Rank | ESGE | JAVA |
|---|---|---|
| #1 | n/a (n/a) - 15.52% | ALPHABET INC CLASS C (GOOG) - 2.95% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.31% | WELLS FARGO & CO (WFC) - 2.69% |
| #3 | SK HYNIX INC (n/a) - 4.32% | AMAZON.COM INC (AMZN) - 2.48% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.20% | BANK OF AMERICA CORP (BAC) - 2.25% |
| #5 | n/a (n/a) - 2.26% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.89% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.30% | WESTERN DIGITAL CORP (WDC) - 1.80% |
| #8 | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.69% |
| #9 | HDFC BANK LTD (n/a) - 0.98% | CHARLES SCHWAB CORP (SCHW) - 1.55% |
| #10 | MEDIATEK INC (n/a) - 0.90% | UNITEDHEALTH GROUP INC (UNH) - 1.55% |
| #11 | AL RAJHI BANK (n/a) - 0.89% | NXP SEMICONDUCTORS NV (NXPI) - 1.54% |
| #12 | n/a (n/a) - 0.84% | THE WALT DISNEY CO (DIS) - 1.43% |
| #13 | n/a (n/a) - 0.82% | MICRON TECHNOLOGY INC (MU) - 1.40% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.74% | EATON CORP PLC (ETN) - 1.38% |
| #15 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.67% | U.S. BANCORP (USB) - 1.36% |
| #16 | BYD CO LTD CLASS H (n/a) - 0.61% | RTX CORP (RTX) - 1.36% |
| #17 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.60% | NEXTERA ENERGY INC (NEE) - 1.28% |
| #18 | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.59% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.25% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.58% | JOHNSON & JOHNSON (JNJ) - 1.24% |
| #20 | GOLD FIELDS LTD (n/a) - 0.58% | ANALOG DEVICES INC (ADI) - 1.16% |
| #21 | DOOSAN ENERBILITY CO LTD (n/a) - 0.35% | DOVER CORP (DOV) - 1.11% |
| #22 | MAHINDRA & MAHINDRA LTD (n/a) - 0.35% | CITIGROUP INC (C) - 1.10% |
| #23 | AXIS BANK LTD (n/a) - 0.35% | FIFTH THIRD BANCORP (FITB) - 1.09% |
| #24 | HINDUSTAN UNILEVER LTD (n/a) - 0.35% | n/a (GEHC) - 1.09% |
| #25 | BAIDU INC (n/a) - 0.34% | CHEVRON CORP (CVX) - 1.04% |
| Total Holdings | 271 | 157 |
ESGE vs JAVA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGE
+12.24%
JAVA
+2.98%
3M
Winner
ESGE
+11.64%
JAVA
-0.48%
6M
Winner
ESGE
+25.05%
JAVA
+10.45%
1Y
Winner
ESGE
+55.71%
JAVA
+23.91%
5Y(CAGR)
ESGE
+6.82%
Winner
JAVA
+11.24%
10Y(CAGR)
ESGE
+9.61%
JAVA
N/A
Max(CAGR)
ESGE
+9.61%
Winner
JAVA
+11.24%
ESGE vs JAVA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | JAVA |
|---|---|---|
| 2026 | +19.65% | +5.36% |
| 2025 | +36.02% | +14.94% |
| 2024 | +8.19% | +15.14% |
| 2023 | +8.71% | +10.75% |
| 2022 | -22.85% | -1.75% |
| 2021 | -3.53% | +5.22% |
| 2020 | +16.63% | N/A |
| 2019 | +20.03% | N/A |
| 2018 | -16.97% | N/A |
| 2017 | +38.88% | N/A |
| 2016 | -0.73% | N/A |
ESGE vs JAVA Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The current JAVA drawdown is -0.75%.
| Rank | ESGE | JAVA |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -16.54% Nov 29, 2024 - Aug 22, 2025 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -16.06% Mar 29, 2022 - Jul 18, 2023 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -11.37% Jul 24, 2023 - Dec 13, 2023 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -8.29% Feb 6, 2026 - May 6, 2026 |
| #5 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -7.08% Nov 8, 2021 - Dec 29, 2021 |
| #6 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -6.89% Feb 9, 2022 - Mar 25, 2022 |
| #7 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -5.07% Jul 17, 2024 - Aug 19, 2024 |
| #8 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -5.03% Mar 28, 2024 - May 14, 2024 |
| #9 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -4.77% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -2.99% May 16, 2017 - May 26, 2017 | -4.17% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -3.33% Oct 3, 2025 - Oct 23, 2025 |
| #12 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -3.14% May 17, 2024 - Jul 11, 2024 |
| #13 | -2.69% Nov 27, 2020 - Dec 3, 2020 | -2.93% Aug 30, 2024 - Sep 17, 2024 |
| #14 | -2.68% Feb 23, 2017 - Mar 15, 2017 | -2.54% Dec 28, 2023 - Jan 26, 2024 |
| #15 | -2.52% Mar 20, 2017 - Apr 25, 2017 | -2.47% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between ESGE and JAVA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2016 - 2026)
ESGE vs JAVA dividend yield comparison.
| Year | ESGE | JAVA |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.50% | 1.34% |
| 2024 | 2.41% | 1.45% |
| 2023 | 2.65% | 1.65% |
| 2022 | 2.68% | 1.25% |
| 2021 | 2.66% | 0.48% |
| 2020 | 1.31% | 0.00% |
| 2019 | 2.59% | 0.00% |
| 2018 | 2.19% | 0.00% |
| 2017 | 1.86% | 0.00% |
| 2016 | 0.27% | 0.00% |
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