JAVA vs JMBS

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF).

5-Year PerformanceJAVA has outperformed JMBS, delivering a return of +12.2% compared to +0.7%

JAVA vs JMBS - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	JMBS(ETF)
Net Assets	$6.70B	$6.80B
Expense Ratio	0.44%	0.21%
Max Drawdown	17.08%	22.48%
Sharpe Ratio	1.65	0.56
5Y Beta	0.72	0.04
P/E Ratio	23.55	N/A
Forward P/E	18.07	N/A
PEG Ratio	0.51	N/A
5Y Dividends CAGR	N/A	13.79%
5Y EPS CAGR	13.53%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	3.44	N/A

Net Assets

JAVA

$6.70B

Winner

JMBS

$6.80B

Expense Ratio

JAVA

0.44%

Winner

JMBS

0.21%

Max Drawdown

Winner

JAVA

17.08%

JMBS

22.48%

Sharpe Ratio

Winner

JAVA

1.65

JMBS

0.56

5Y Beta

JAVA

0.72

Winner

JMBS

0.04

P/E Ratio

JAVA

23.55

JMBS

N/A

Forward P/E

JAVA

18.07

JMBS

N/A

PEG Ratio

JAVA

0.51

JMBS

N/A

5Y Dividends CAGR

JAVA

N/A

JMBS

13.79%

5Y EPS CAGR

JAVA

13.53%

JMBS

N/A

P/S Ratio

JAVA

1.97

JMBS

N/A

P/B Ratio

JAVA

3.44

JMBS

N/A

JAVA vs JMBS - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	JMBS
1 month	+1.65%	-0.61%
3 months	+8.54%	-0.43%
6 months	+8.90%	+0.18%
1 year	+24.13%	+6.15%
5 years(CAGR)	+12.20%	+0.72%
Max(CAGR)	+12.20%	+2.28%

Winner

JAVA

+1.65%

JMBS

-0.61%

Winner

JAVA

+8.54%

JMBS

-0.43%

Winner

JAVA

+8.90%

JMBS

+0.18%

Winner

JAVA

+24.13%

JMBS

+6.15%

5Y(CAGR)

Winner

JAVA

+12.20%

JMBS

+0.72%

Max(CAGR)

Winner

JAVA

+12.20%

JMBS

+2.28%

JAVA vs JMBS - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	JAVA	JMBS
2026	+12.02%	+0.82%
2025	+14.94%	+8.67%
2024	+15.14%	+2.14%
2023	+10.75%	+5.34%
2022	-1.75%	-11.28%
2021	+5.22%	-0.50%
2020	N/A	+5.74%
2019	N/A	+6.91%
2018	N/A	+1.53%

JAVA vs JMBS Drawdown Comparison

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

The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The current JMBS drawdown is -1.58%.

Rank	JAVA	JMBS
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-16.68% Aug 3, 2021 - Sep 5, 2025
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-4.28% Mar 9, 2020 - May 1, 2020
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-3.06% Feb 27, 2026 - May 19, 2026
#4	-8.29% Feb 6, 2026 - May 6, 2026	-1.46% Sep 13, 2018 - Dec 4, 2018
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-0.97% Feb 3, 2021 - Aug 2, 2021
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-0.93% Oct 28, 2025 - Nov 25, 2025
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-0.78% Sep 15, 2025 - Oct 10, 2025
#8	-5.03% Mar 28, 2024 - May 14, 2024	-0.68% Nov 26, 2025 - Dec 18, 2025
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-0.67% Jun 11, 2020 - Aug 4, 2020
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-0.65% Jan 14, 2026 - Feb 5, 2026
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-0.58% Mar 27, 2019 - May 7, 2019
#12	-3.14% May 17, 2024 - Jul 11, 2024	-0.53% Sep 4, 2019 - Oct 2, 2019
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-0.49% Jan 4, 2019 - Jan 31, 2019
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-0.48% Dec 30, 2025 - Jan 9, 2026
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-0.44% Oct 7, 2019 - Nov 5, 2019