FTSM vs JAVA

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and JPMORGAN ACTIVE VALUE ETF (JAVA, ETF).

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

FTSM vs JAVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	JAVA(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.29%	0.44%
Max Drawdown	5.39%	17.08%
Sharpe Ratio	1.21	1.43
5Y Beta	-0.00	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	38.45%	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

FTSM

$6.40B

JAVA

$6.40B

Expense Ratio

Winner

FTSM

0.29%

JAVA

0.44%

Max Drawdown

Winner

FTSM

5.39%

JAVA

17.08%

Sharpe Ratio

FTSM

1.21

Winner

JAVA

1.43

5Y Beta

Winner

FTSM

-0.00

JAVA

0.72

P/E Ratio

FTSM

N/A

JAVA

21.95

Forward P/E

FTSM

N/A

JAVA

16.13

PEG Ratio

FTSM

N/A

JAVA

0.50

5Y Dividends CAGR

FTSM

38.45%

JAVA

N/A

5Y EPS CAGR

FTSM

N/A

JAVA

14.50%

Debt to Equity

FTSM

N/A

JAVA

15.08%

P/S Ratio

FTSM

N/A

JAVA

2.13

P/B Ratio

FTSM

N/A

JAVA

2.95

FTSM vs JAVA - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	JAVA
1 month	+0.32%	+2.40%
3 months	+0.72%	+0.54%
6 months	+1.86%	+10.06%
1 year	+4.29%	+21.68%
5 years(CAGR)	+3.42%	+11.24%
10 years(CAGR)	+2.51%	N/A
Max(CAGR)	+2.21%	+11.24%

FTSM

+0.32%

Winner

JAVA

+2.40%

Winner

FTSM

+0.72%

JAVA

+0.54%

FTSM

+1.86%

Winner

JAVA

+10.06%

FTSM

+4.29%

Winner

JAVA

+21.68%

5Y(CAGR)

FTSM

+3.42%

Winner

JAVA

+11.24%

10Y(CAGR)

FTSM

+2.51%

JAVA

N/A

Max(CAGR)

FTSM

+2.21%

Winner

JAVA

+11.24%

FTSM vs JAVA - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTSM	JAVA
2026	+1.20%	+5.51%
2025	+4.60%	+14.94%
2024	+5.20%	+15.14%
2023	+5.12%	+10.75%
2022	+1.04%	-1.75%
2021	-0.03%	+5.22%
2020	+1.12%	N/A
2019	+2.81%	N/A
2018	+1.92%	N/A
2017	+1.62%	N/A
2016	+1.18%	N/A
2015	+0.22%	N/A
2014	-0.11%	N/A

FTSM vs JAVA Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 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 -0.61%.

Rank	FTSM	JAVA
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-16.54% Nov 29, 2024 - Aug 22, 2025
#2	-1.80% Aug 31, 2015 - May 10, 2017	-16.06% Mar 29, 2022 - Jul 18, 2023
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-11.37% Jul 24, 2023 - Dec 13, 2023
#4	-0.35% May 21, 2015 - Aug 31, 2015	-8.29% Feb 6, 2026 - May 6, 2026
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-7.08% Nov 8, 2021 - Dec 29, 2021
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-6.89% Feb 9, 2022 - Mar 25, 2022
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-5.07% Jul 17, 2024 - Aug 19, 2024
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-5.03% Mar 28, 2024 - May 14, 2024
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-4.77% Jan 14, 2022 - Feb 9, 2022
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-4.17% Nov 12, 2025 - Nov 26, 2025
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-3.33% Oct 3, 2025 - Oct 23, 2025
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-3.14% May 17, 2024 - Jul 11, 2024
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-2.93% Aug 30, 2024 - Sep 17, 2024
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-2.54% Dec 28, 2023 - Jan 26, 2024
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-2.47% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between FTSM and JAVA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

FTSM vs JAVA dividend yield comparison.

Year	FTSM	JAVA
2026	1.34%	0.24%
2025	4.28%	1.34%
2024	4.91%	1.45%
2023	4.62%	1.65%
2022	1.62%	1.25%
2021	0.39%	0.48%
2020	1.20%	0.00%
2019	2.38%	0.00%
2018	2.14%	0.00%
2017	1.49%	0.00%
2016	1.03%	0.00%
2015	0.48%	0.00%
2014	0.16%	0.00%