JAVA vs JNK
Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF).
5-Year PerformanceJAVA has outperformed JNK, delivering a return of +12.8% compared to +3.7%
JAVA vs JNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAVA
$7B
JNK
$7B
Expense Ratio
JAVA
0.44%
Winner
JNK
0.40%
Max Drawdown
Winner
JAVA
17.08%
JNK
46.21%
Sharpe Ratio
Winner
JAVA
2.01
JNK
0.48
5Y Beta
JAVA
0.72
Winner
JNK
0.24
P/E Ratio
JAVA
21.65
JNK
N/A
Forward P/E
JAVA
18.47
JNK
N/A
PEG Ratio
JAVA
0.19
JNK
N/A
5Y Dividends CAGR
JAVA
N/A
JNK
3.33%
5Y EPS CAGR
JAVA
13.87%
JNK
N/A
P/S Ratio
JAVA
1.97
JNK
N/A
P/B Ratio
JAVA
3.44
JNK
N/A
JAVA vs JNK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JAVA
+3.73%
JNK
+0.30%
3M
Winner
JAVA
+9.81%
JNK
+1.25%
6M
Winner
JAVA
+9.23%
JNK
+1.65%
1Y
Winner
JAVA
+30.11%
JNK
+5.78%
5Y(CAGR)
Winner
JAVA
+12.78%
JNK
+3.70%
10Y(CAGR)
JAVA
N/A
JNK
+4.67%
Max(CAGR)
Winner
JAVA
+12.78%
JNK
+4.96%
JAVA vs JNK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JAVA | JNK |
|---|---|---|
| 2026 | +15.64% | +2.40% |
| 2025 | +14.94% | +8.44% |
| 2024 | +15.14% | +8.04% |
| 2023 | +10.75% | +12.19% |
| 2022 | -1.75% | -12.15% |
| 2021 | +5.22% | +4.25% |
| 2020 | N/A | +4.53% |
| 2019 | N/A | +15.02% |
| 2018 | N/A | -3.38% |
| 2017 | N/A | +5.96% |
| 2016 | N/A | +15.00% |
| 2015 | N/A | -6.94% |
| 2014 | N/A | +0.85% |
| 2013 | N/A | +5.04% |
| 2012 | N/A | +12.84% |
| 2011 | N/A | +4.70% |
| 2010 | N/A | +12.72% |
| 2009 | N/A | +39.70% |
| 2008 | N/A | -24.89% |
| 2007 | N/A | +0.69% |
JAVA vs JNK Drawdown Comparison
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
| Rank | JAVA | JNK |
|---|---|---|
| #1 | -16.54% Nov 29, 2024 - Aug 22, 2025 | -38.51% Jan 2, 2008 - Oct 22, 2009 |
| #2 | -16.06% Mar 29, 2022 - Jul 18, 2023 | -22.90% Feb 20, 2020 - Nov 4, 2020 |
| #3 | -11.37% Jul 24, 2023 - Dec 13, 2023 | -16.95% Sep 2, 2014 - Aug 29, 2016 |
| #4 | -8.29% Feb 6, 2026 - May 6, 2026 | -16.68% Dec 27, 2021 - Mar 20, 2024 |
| #5 | -7.08% Nov 8, 2021 - Dec 29, 2021 | -10.93% Jul 21, 2011 - Jan 18, 2012 |
| #6 | -6.89% Feb 9, 2022 - Mar 25, 2022 | -8.74% May 3, 2010 - Jul 23, 2010 |
| #7 | -5.07% Jul 17, 2024 - Aug 19, 2024 | -7.26% May 8, 2013 - Nov 29, 2013 |
| #8 | -5.03% Mar 28, 2024 - May 14, 2024 | -7.10% Oct 1, 2018 - Feb 5, 2019 |
| #9 | -4.77% Jan 14, 2022 - Feb 9, 2022 | -6.48% Jan 8, 2010 - Mar 9, 2010 |
| #10 | -4.17% Nov 12, 2025 - Nov 26, 2025 | -5.02% Feb 28, 2025 - May 12, 2025 |
| #11 | -3.33% Oct 3, 2025 - Oct 23, 2025 | -4.60% May 2, 2012 - Jun 29, 2012 |
| #12 | -3.14% May 17, 2024 - Jul 11, 2024 | -4.55% May 31, 2011 - Jul 7, 2011 |
| #13 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -4.23% Oct 24, 2016 - Dec 13, 2016 |
| #14 | -2.54% Dec 28, 2023 - Jan 26, 2024 | -3.90% Nov 4, 2010 - Jan 5, 2011 |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | -3.22% Jan 5, 2018 - Aug 6, 2018 |
Correlation
Correlation between JAVA and JNK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
JAVA vs JNK dividend yield comparison.
| Year | JAVA | JNK |
|---|---|---|
| 2026 | 0.50% | 3.88% |
| 2025 | 1.34% | 6.54% |
| 2024 | 1.45% | 6.63% |
| 2023 | 1.65% | 6.38% |
| 2022 | 1.25% | 6.06% |
| 2021 | 0.48% | 4.27% |
| 2020 | 0.00% | 5.12% |
| 2019 | 0.00% | 5.44% |
| 2018 | 0.00% | 5.90% |
| 2017 | 0.00% | 5.60% |
| 2016 | 0.00% | 6.06% |
| 2015 | 0.00% | 6.59% |
| 2014 | 0.00% | 5.99% |
| 2013 | 0.00% | 6.05% |
| 2012 | 0.00% | 6.75% |
| 2011 | 0.00% | 8.39% |
| 2010 | 0.00% | 10.89% |
| 2009 | 0.00% | 12.15% |
| 2008 | 0.00% | 12.89% |
| 2007 | 0.00% | 0.74% |
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