JAVA vs CGBL

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).

JAVA vs CGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	CGBL(ETF)
Net Assets	$7B	$7B
Expense Ratio	0.44%	0.33%
Max Drawdown	17.08%	12.01%
Sharpe Ratio	2.01	1.15
5Y Beta	0.72	0.66
P/E Ratio	21.65	N/A
Forward P/E	18.47	N/A
PEG Ratio	0.19	N/A
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

CGBL

$7B

Expense Ratio

JAVA

0.44%

Winner

CGBL

0.33%

Max Drawdown

JAVA

17.08%

Winner

CGBL

12.01%

Sharpe Ratio

Winner

JAVA

2.01

CGBL

1.15

5Y Beta

JAVA

0.72

Winner

CGBL

0.66

P/E Ratio

JAVA

21.65

CGBL

N/A

Forward P/E

JAVA

18.47

CGBL

N/A

PEG Ratio

JAVA

0.19

CGBL

N/A

5Y EPS CAGR

JAVA

13.87%

CGBL

N/A

P/S Ratio

JAVA

1.97

CGBL

N/A

P/B Ratio

JAVA

3.44

CGBL

N/A

JAVA vs CGBL - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	CGBL
1 month	+3.73%	+2.07%
3 months	+9.81%	+4.01%
6 months	+9.23%	+6.72%
1 year	+30.11%	+16.55%
5 years(CAGR)	+12.78%	N/A
Max(CAGR)	+12.78%	+18.33%

Winner

JAVA

+3.73%

CGBL

+2.07%

Winner

JAVA

+9.81%

CGBL

+4.01%

Winner

JAVA

+9.23%

CGBL

+6.72%

Winner

JAVA

+30.11%

CGBL

+16.55%

5Y(CAGR)

JAVA

+12.78%

CGBL

N/A

Max(CAGR)

JAVA

+12.78%

Winner

CGBL

+18.33%

JAVA vs CGBL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JAVA	CGBL
2026	+15.64%	+8.85%
2025	+14.94%	+15.25%
2024	+15.14%	+17.28%
2023	+10.75%	+9.80%
2022	-1.75%	N/A
2021	+5.22%	N/A

JAVA vs CGBL Drawdown Comparison

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

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

Rank	JAVA	CGBL
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-11.66% Feb 6, 2025 - Jun 3, 2025
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-7.88% Feb 25, 2026 - Apr 17, 2026
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-5.93% Jul 16, 2024 - Aug 30, 2024
#4	-8.29% Feb 6, 2026 - May 6, 2026	-4.38% Oct 11, 2023 - Nov 14, 2023
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-3.82% Dec 16, 2024 - Jan 24, 2025
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-3.78% Mar 28, 2024 - May 15, 2024
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-3.57% Jun 2, 2026 - Jun 18, 2026
#8	-5.03% Mar 28, 2024 - May 14, 2024	-3.57% Oct 28, 2025 - Dec 3, 2025
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-3.12% Aug 30, 2024 - Sep 13, 2024
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-2.95% Jul 6, 2026 - Aug 4, 2026
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-2.59% Nov 8, 2024 - Dec 2, 2024
#12	-3.14% May 17, 2024 - Jul 11, 2024	-2.48% May 14, 2026 - May 27, 2026
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-2.18% Dec 11, 2025 - Dec 24, 2025
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-2.17% Jan 28, 2026 - Feb 20, 2026
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-2.09% Oct 18, 2024 - Nov 6, 2024