JAVA vs BKLN

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceJAVA has outperformed BKLN, delivering a return of +12.8% compared to +5.5%

JAVA vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	BKLN(ETF)
Net Assets	$7B	$7.10B
Expense Ratio	0.44%	0.65%
Max Drawdown	17.08%	32.19%
Sharpe Ratio	2.01	0.18
5Y Beta	0.72	0.14
P/E Ratio	21.65	N/A
Forward P/E	18.47	N/A
PEG Ratio	0.19	N/A
5Y Dividends CAGR	N/A	13.72%
5Y EPS CAGR	13.87%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	3.44	N/A

Net Assets

JAVA

$7B

Winner

BKLN

$7.10B

Expense Ratio

Winner

JAVA

0.44%

BKLN

0.65%

Max Drawdown

Winner

JAVA

17.08%

BKLN

32.19%

Sharpe Ratio

Winner

JAVA

2.01

BKLN

0.18

5Y Beta

JAVA

0.72

Winner

BKLN

0.14

P/E Ratio

JAVA

21.65

BKLN

N/A

Forward P/E

JAVA

18.47

BKLN

N/A

PEG Ratio

JAVA

0.19

BKLN

N/A

5Y Dividends CAGR

JAVA

N/A

BKLN

13.72%

5Y EPS CAGR

JAVA

13.87%

BKLN

N/A

P/S Ratio

JAVA

1.97

BKLN

N/A

P/B Ratio

JAVA

3.44

BKLN

N/A

JAVA vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	BKLN
1 month	+3.73%	+0.93%
3 months	+9.81%	+0.75%
6 months	+9.23%	+2.23%
1 year	+30.11%	+4.29%
5 years(CAGR)	+12.78%	+5.48%
10 years(CAGR)	N/A	+4.23%
Max(CAGR)	+12.78%	+3.75%

Winner

JAVA

+3.73%

BKLN

+0.93%

Winner

JAVA

+9.81%

BKLN

+0.75%

Winner

JAVA

+9.23%

BKLN

+2.23%

Winner

JAVA

+30.11%

BKLN

+4.29%

5Y(CAGR)

Winner

JAVA

+12.78%

BKLN

+5.48%

10Y(CAGR)

JAVA

N/A

BKLN

+4.23%

Max(CAGR)

Winner

JAVA

+12.78%

BKLN

+3.75%

JAVA vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JAVA	BKLN
2026	+15.64%	+1.15%
2025	+14.94%	+6.88%
2024	+15.14%	+8.25%
2023	+10.75%	+12.04%
2022	-1.75%	-2.47%
2021	+5.22%	+2.50%
2020	N/A	+1.11%
2019	N/A	+9.72%
2018	N/A	-1.53%
2017	N/A	+1.99%
2016	N/A	+9.18%
2015	N/A	-2.90%
2014	N/A	+0.55%
2013	N/A	+3.82%
2012	N/A	+9.61%
2011	N/A	-2.04%

JAVA vs BKLN Drawdown Comparison

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

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

Rank	JAVA	BKLN
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-8.75% May 13, 2011 - Feb 2, 2012
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-8.29% Feb 6, 2026 - May 6, 2026	-7.07% May 4, 2015 - Jul 8, 2016
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-3.71% May 4, 2012 - Jul 13, 2012
#8	-5.03% Mar 28, 2024 - May 14, 2024	-3.55% Feb 18, 2025 - May 2, 2025
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-3.07% Jan 9, 2026 - May 5, 2026
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-3.14% May 17, 2024 - Jul 11, 2024	-2.04% May 22, 2013 - Oct 28, 2013
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between JAVA and BKLN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

JAVA vs BKLN dividend yield comparison.

Year	JAVA	BKLN
2026	0.50%	3.61%
2025	1.34%	6.95%
2024	1.45%	8.41%
2023	1.65%	8.59%
2022	1.25%	4.94%
2021	0.48%	3.11%
2020	0.00%	3.56%
2019	0.00%	4.86%
2018	0.00%	4.51%
2017	0.00%	3.50%
2016	0.00%	4.54%
2015	0.00%	4.12%
2014	0.00%	4.12%
2013	0.00%	4.40%
2012	0.00%	4.81%
2011	0.00%	3.39%