JAVA vs FPE

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

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

JAVA vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

JAVA

$6.40B

FPE

$6.40B

Expense Ratio

Winner

JAVA

0.44%

FPE

0.83%

Max Drawdown

Winner

JAVA

17.08%

FPE

34.80%

Sharpe Ratio

Winner

JAVA

1.43

FPE

1.41

5Y Beta

JAVA

0.72

Winner

FPE

0.19

P/E Ratio

JAVA

21.95

FPE

N/A

Forward P/E

JAVA

16.13

FPE

N/A

PEG Ratio

JAVA

0.50

FPE

N/A

5Y Dividends CAGR

JAVA

N/A

FPE

1.84%

5Y EPS CAGR

JAVA

14.50%

FPE

N/A

Debt to Equity

JAVA

15.08%

FPE

N/A

P/S Ratio

JAVA

2.13

FPE

N/A

P/B Ratio

JAVA

2.95

FPE

N/A

JAVA vs FPE - Historical Returns

Returns include dividend reinvestment.

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

Winner

JAVA

+2.40%

FPE

+0.52%

Winner

JAVA

+0.54%

FPE

-0.11%

Winner

JAVA

+10.06%

FPE

+1.85%

Winner

JAVA

+21.68%

FPE

+9.26%

5Y(CAGR)

Winner

JAVA

+11.24%

FPE

+3.36%

10Y(CAGR)

JAVA

N/A

FPE

+5.18%

Max(CAGR)

Winner

JAVA

+11.24%

FPE

+4.87%

JAVA vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

JAVA vs FPE Drawdown Comparison

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

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

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

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

Correlation

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

0.92

-101

Dividend Comparison (2013 - 2026)

JAVA vs FPE dividend yield comparison.

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