FPE vs JAVA

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and JPMORGAN ACTIVE VALUE ETF (JAVA, ETF).

5-Year PerformanceJAVA has outperformed FPE, delivering a return of +11.2% compared to +3.4%

FPE vs JAVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	JAVA(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.83%	0.44%
Max Drawdown	34.80%	17.08%
Sharpe Ratio	1.41	1.43
5Y Beta	0.19	0.72
P/E Ratio	N/A	21.95
Forward P/E	N/A	16.13
PEG Ratio	N/A	0.50
5Y Dividends CAGR	1.84%	N/A
5Y EPS CAGR	N/A	14.50%
Debt to Equity	N/A	15.08%
P/S Ratio	N/A	2.13
P/B Ratio	N/A	2.95

Net Assets

FPE

$6.40B

JAVA

$6.40B

Expense Ratio

FPE

0.83%

Winner

JAVA

0.44%

Max Drawdown

FPE

34.80%

Winner

JAVA

17.08%

Sharpe Ratio

FPE

1.41

Winner

JAVA

1.43

5Y Beta

Winner

FPE

0.19

JAVA

0.72

P/E Ratio

FPE

N/A

JAVA

21.95

Forward P/E

FPE

N/A

JAVA

16.13

PEG Ratio

FPE

N/A

JAVA

0.50

5Y Dividends CAGR

FPE

1.84%

JAVA

N/A

5Y EPS CAGR

FPE

N/A

JAVA

14.50%

Debt to Equity

FPE

N/A

JAVA

15.08%

P/S Ratio

FPE

N/A

JAVA

2.13

P/B Ratio

FPE

N/A

JAVA

2.95

FPE vs JAVA - Historical Returns

Returns include dividend reinvestment.

Period	FPE	JAVA
1 month	+0.52%	+2.40%
3 months	-0.11%	+0.54%
6 months	+1.85%	+10.06%
1 year	+9.26%	+21.68%
5 years(CAGR)	+3.36%	+11.24%
10 years(CAGR)	+5.18%	N/A
Max(CAGR)	+4.87%	+11.24%

FPE

+0.52%

Winner

JAVA

+2.40%

FPE

-0.11%

Winner

JAVA

+0.54%

FPE

+1.85%

Winner

JAVA

+10.06%

FPE

+9.26%

Winner

JAVA

+21.68%

5Y(CAGR)

FPE

+3.36%

Winner

JAVA

+11.24%

10Y(CAGR)

FPE

+5.18%

JAVA

N/A

Max(CAGR)

FPE

+4.87%

Winner

JAVA

+11.24%

FPE vs JAVA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	JAVA
2026	+0.86%	+5.51%
2025	+8.90%	+14.94%
2024	+11.29%	+15.14%
2023	+6.14%	+10.75%
2022	-12.77%	-1.75%
2021	+5.29%	+5.22%
2020	+5.70%	N/A
2019	+17.95%	N/A
2018	-4.83%	N/A
2017	+11.02%	N/A
2016	+6.13%	N/A
2015	+6.06%	N/A
2014	+11.53%	N/A
2013	-6.55%	N/A

FPE vs JAVA Drawdown Comparison

The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The current FPE drawdown is -0.67%. The current JAVA drawdown is -0.61%.

Rank	FPE	JAVA
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-16.54% Nov 29, 2024 - Aug 22, 2025
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-16.06% Mar 29, 2022 - Jul 18, 2023
#3	-13.32% May 9, 2013 - Jan 8, 2015	-11.37% Jul 24, 2023 - Dec 13, 2023
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-8.29% Feb 6, 2026 - May 6, 2026
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-7.08% Nov 8, 2021 - Dec 29, 2021
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-6.89% Feb 9, 2022 - Mar 25, 2022
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-5.07% Jul 17, 2024 - Aug 19, 2024
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-5.03% Mar 28, 2024 - May 14, 2024
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-4.77% Jan 14, 2022 - Feb 9, 2022
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-4.17% Nov 12, 2025 - Nov 26, 2025
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-3.33% Oct 3, 2025 - Oct 23, 2025
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-3.14% May 17, 2024 - Jul 11, 2024
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-2.93% Aug 30, 2024 - Sep 17, 2024
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-2.54% Dec 28, 2023 - Jan 26, 2024
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-2.47% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between FPE and JAVA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

FPE vs JAVA dividend yield comparison.

Year	FPE	JAVA
2026	1.80%	0.24%
2025	5.81%	1.34%
2024	5.68%	1.45%
2023	6.03%	1.65%
2022	5.67%	1.25%
2021	4.48%	0.48%
2020	4.88%	0.00%
2019	5.32%	0.00%
2018	6.14%	0.00%
2017	5.39%	0.00%
2016	5.97%	0.00%
2015	5.49%	0.00%
2014	6.00%	0.00%
2013	4.69%	0.00%