JAVA vs FTSM

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

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

JAVA vs FTSM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	FTSM(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.44%	0.29%
Max Drawdown	17.08%	5.39%
Sharpe Ratio	1.43	1.21
5Y Beta	0.72	-0.00
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	38.45%
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

FTSM

$6.40B

Expense Ratio

JAVA

0.44%

Winner

FTSM

0.29%

Max Drawdown

JAVA

17.08%

Winner

FTSM

5.39%

Sharpe Ratio

Winner

JAVA

1.43

FTSM

1.21

5Y Beta

JAVA

0.72

Winner

FTSM

-0.00

P/E Ratio

JAVA

21.95

FTSM

N/A

Forward P/E

JAVA

16.13

FTSM

N/A

PEG Ratio

JAVA

0.50

FTSM

N/A

5Y Dividends CAGR

JAVA

N/A

FTSM

38.45%

5Y EPS CAGR

JAVA

14.50%

FTSM

N/A

Debt to Equity

JAVA

15.08%

FTSM

N/A

P/S Ratio

JAVA

2.13

FTSM

N/A

P/B Ratio

JAVA

2.95

FTSM

N/A

JAVA vs FTSM - Historical Returns

Returns include dividend reinvestment.

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

Winner

JAVA

+2.40%

FTSM

+0.32%

JAVA

+0.54%

Winner

FTSM

+0.72%

Winner

JAVA

+10.06%

FTSM

+1.86%

Winner

JAVA

+21.68%

FTSM

+4.29%

5Y(CAGR)

Winner

JAVA

+11.24%

FTSM

+3.42%

10Y(CAGR)

JAVA

N/A

FTSM

+2.51%

Max(CAGR)

Winner

JAVA

+11.24%

FTSM

+2.21%

JAVA vs FTSM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

JAVA vs FTSM Drawdown Comparison

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

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

The current JAVA drawdown is -0.61%.

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

Correlation

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

0.97

-101

Dividend Comparison (2014 - 2026)

JAVA vs FTSM dividend yield comparison.

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