JAVA vs ARKK
Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and ARK INNOVATION ETF (ARKK, ETF).
5-Year PerformanceJAVA has outperformed ARKK, delivering a return of +11.2% compared to -6.1%
JAVA vs ARKK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAVA
$6B
ARKK
$6B
Expense Ratio
Winner
JAVA
0.44%
ARKK
0.75%
Max Drawdown
Winner
JAVA
17.08%
ARKK
81.07%
Sharpe Ratio
Winner
JAVA
1.63
ARKK
1.35
5Y Beta
Winner
JAVA
0.72
ARKK
1.97
P/E Ratio
JAVA
21.95
Winner
ARKK
-23.98
Forward P/E
Winner
JAVA
16.30
ARKK
49.23
PEG Ratio
JAVA
0.49
ARKK
N/A
5Y Dividends CAGR
JAVA
N/A
ARKK
-5.69%
5Y EPS CAGR
JAVA
14.50%
ARKK
N/A
Debt to Equity
JAVA
15.08%
ARKK
N/A
P/S Ratio
Winner
JAVA
2.09
ARKK
5.07
P/B Ratio
Winner
JAVA
2.89
ARKK
5.26
JAVA vs ARKK - Holdings Comparison
JAVA and ARKK have 7 common holdings. Overlap is 5.17%
JAVA's top 25 holdings weight is 39.89%. ARKK's top 25 holdings weight is 83.43%.
| Rank | JAVA | ARKK |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 2.95% | TESLA INC (TSLA) - 9.32% |
| #2 | WELLS FARGO & CO (WFC) - 2.69% | ADVANCED MICRO DEVICES INC (AMD) - 5.19% |
| #3 | AMAZON.COM INC (AMZN) - 2.48% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 4.90% |
| #4 | BANK OF AMERICA CORP (BAC) - 2.25% | CRISPR THERAPEUTICS AG (CRSP) - 4.60% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.21% | GOLDMAN FS TRSY OBLIG INST 468 (n/a) - 4.44% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.89% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.33% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.80% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 4.28% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.69% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.20% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 1.55% | ROKU INC CLASS A (ROKU) - 4.10% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.55% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 3.89% |
| #11 | NXP SEMICONDUCTORS NV (NXPI) - 1.54% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.11% |
| #12 | THE WALT DISNEY CO (DIS) - 1.43% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.09% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.40% | TWIST BIOSCIENCE CORP (TWST) - 3.07% |
| #14 | EATON CORP PLC (ETN) - 1.38% | BEAM THERAPEUTICS INC (BEAM) - 2.84% |
| #15 | U.S. BANCORP (USB) - 1.36% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.55% |
| #16 | RTX CORP (RTX) - 1.36% | AMAZON.COM INC (AMZN) - 2.54% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.28% | OPENAI GROUP PBC SERIES C (n/a) - 2.39% |
| #18 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.25% | BULLISH (BLSH) - 2.31% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.24% | 10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 2.25% |
| #20 | ANALOG DEVICES INC (ADI) - 1.16% | TERADYNE INC (TER) - 2.21% |
| #21 | DOVER CORP (DOV) - 1.11% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 1.97% |
| #22 | CITIGROUP INC (C) - 1.10% | ARCHER AVIATION INC CLASS A (ACHR) - 1.54% |
| #23 | FIFTH THIRD BANCORP (FITB) - 1.09% | BLOCK INC CLASS A (XYZ) - 1.50% |
| #24 | n/a (GEHC) - 1.09% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.43% |
| #25 | CHEVRON CORP (CVX) - 1.04% | X-ENERGY INC (n/a) - 1.38% |
| Total Holdings | 157 | 46 |
JAVA vs ARKK - Historical Returns
Returns include dividend reinvestment.
1M
JAVA
+2.98%
Winner
ARKK
+12.45%
3M
JAVA
-0.48%
Winner
ARKK
+9.22%
6M
Winner
JAVA
+10.45%
ARKK
-2.02%
1Y
JAVA
+23.91%
Winner
ARKK
+53.72%
5Y(CAGR)
Winner
JAVA
+11.24%
ARKK
-6.07%
10Y(CAGR)
JAVA
N/A
ARKK
+16.69%
Max(CAGR)
JAVA
+11.24%
Winner
ARKK
+13.48%
JAVA vs ARKK - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JAVA | ARKK |
|---|---|---|
| 2026 | +5.36% | +1.03% |
| 2025 | +14.94% | +35.21% |
| 2024 | +15.14% | +12.42% |
| 2023 | +10.75% | +73.36% |
| 2022 | -1.75% | -67.79% |
| 2021 | +5.22% | -23.72% |
| 2020 | N/A | +150.57% |
| 2019 | N/A | +34.25% |
| 2018 | N/A | -0.51% |
| 2017 | N/A | +83.80% |
| 2016 | N/A | +0.20% |
| 2015 | N/A | +3.70% |
| 2014 | N/A | -1.08% |
JAVA vs ARKK Drawdown Comparison
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for ARKK was -80.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current JAVA drawdown is -0.75%. The current ARKK drawdown is -48.76%.
| Rank | JAVA | ARKK |
|---|---|---|
| #1 | -16.54% Nov 29, 2024 - Aug 22, 2025 | -80.96% Feb 12, 2021 - Dec 28, 2022 |
| #2 | -16.06% Mar 29, 2022 - Jul 18, 2023 | -42.54% Feb 19, 2020 - May 20, 2020 |
| #3 | -11.37% Jul 24, 2023 - Dec 13, 2023 | -32.03% Apr 27, 2015 - Sep 22, 2016 |
| #4 | -8.29% Feb 6, 2026 - May 6, 2026 | -28.89% Aug 31, 2018 - Apr 3, 2019 |
| #5 | -7.08% Nov 8, 2021 - Dec 29, 2021 | -18.63% Jul 24, 2019 - Nov 26, 2019 |
| #6 | -6.89% Feb 9, 2022 - Mar 25, 2022 | -18.05% Apr 10, 2019 - Jul 24, 2019 |
| #7 | -5.07% Jul 17, 2024 - Aug 19, 2024 | -15.94% Mar 12, 2018 - Jun 5, 2018 |
| #8 | -5.03% Mar 28, 2024 - May 14, 2024 | -14.51% Sep 1, 2020 - Oct 7, 2020 |
| #9 | -4.77% Jan 14, 2022 - Feb 9, 2022 | -14.26% Oct 5, 2016 - Feb 2, 2017 |
| #10 | -4.17% Nov 12, 2025 - Nov 26, 2025 | -13.39% Oct 13, 2020 - Nov 20, 2020 |
| #11 | -3.33% Oct 3, 2025 - Oct 23, 2025 | -9.99% Jan 29, 2018 - Feb 26, 2018 |
| #12 | -3.14% May 17, 2024 - Jul 11, 2024 | -9.86% Jun 20, 2018 - Aug 27, 2018 |
| #13 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -8.01% Nov 18, 2014 - Jan 23, 2015 |
| #14 | -2.54% Dec 28, 2023 - Jan 26, 2024 | -7.43% Jun 10, 2020 - Jun 16, 2020 |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | -6.57% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between JAVA and ARKK is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2015 - 2026)
JAVA vs ARKK dividend yield comparison.
| Year | JAVA | ARKK |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 1.34% | 0.00% |
| 2024 | 1.45% | 0.00% |
| 2023 | 1.65% | 0.70% |
| 2022 | 1.25% | 0.00% |
| 2021 | 0.48% | 0.55% |
| 2020 | 0.00% | 1.64% |
| 2019 | 0.00% | 0.38% |
| 2018 | 0.00% | 3.14% |
| 2017 | 0.00% | 1.32% |
| 2015 | 0.00% | 2.27% |
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