JAVA vs LMBS

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

5-Year PerformanceJAVA has outperformed LMBS, delivering a return of +11.2% compared to +3.0%

JAVA vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	LMBS(ETF)
Net Assets	$6B	$6.10B
Expense Ratio	0.44%	0.66%
Max Drawdown	17.08%	11.76%
Sharpe Ratio	1.63	1.23
5Y Beta	0.72	0.01
P/E Ratio	21.95	N/A
Forward P/E	16.30	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	N/A	12.43%
5Y EPS CAGR	14.50%	N/A
Debt to Equity	15.08%	N/A
P/S Ratio	2.09	N/A
P/B Ratio	2.89	N/A

Net Assets

JAVA

$6B

Winner

LMBS

$6.10B

Expense Ratio

Winner

JAVA

0.44%

LMBS

0.66%

Max Drawdown

JAVA

17.08%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

JAVA

1.63

LMBS

1.23

5Y Beta

JAVA

0.72

Winner

LMBS

0.01

P/E Ratio

JAVA

21.95

LMBS

N/A

Forward P/E

JAVA

16.30

LMBS

N/A

PEG Ratio

JAVA

0.49

LMBS

N/A

5Y Dividends CAGR

JAVA

N/A

LMBS

12.43%

5Y EPS CAGR

JAVA

14.50%

LMBS

N/A

Debt to Equity

JAVA

15.08%

LMBS

N/A

P/S Ratio

JAVA

2.09

LMBS

N/A

P/B Ratio

JAVA

2.89

LMBS

N/A

JAVA vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	LMBS
1 month	+2.98%	+0.38%
3 months	-0.48%	+0.56%
6 months	+10.45%	+2.12%
1 year	+23.91%	+6.38%
5 years(CAGR)	+11.24%	+3.04%
10 years(CAGR)	N/A	+2.76%
Max(CAGR)	+11.24%	+3.03%

Winner

JAVA

+2.98%

LMBS

+0.38%

JAVA

-0.48%

Winner

LMBS

+0.56%

Winner

JAVA

+10.45%

LMBS

+2.12%

Winner

JAVA

+23.91%

LMBS

+6.38%

5Y(CAGR)

Winner

JAVA

+11.24%

LMBS

+3.04%

10Y(CAGR)

JAVA

N/A

LMBS

+2.76%

Max(CAGR)

Winner

JAVA

+11.24%

LMBS

+3.03%

JAVA vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JAVA	LMBS
2026	+5.36%	+1.47%
2025	+14.94%	+7.05%
2024	+15.14%	+5.30%
2023	+10.75%	+6.26%
2022	-1.75%	-2.97%
2021	+5.22%	-1.01%
2020	N/A	+1.60%
2019	N/A	+4.10%
2018	N/A	+1.50%
2017	N/A	+1.55%
2016	N/A	+6.56%
2015	N/A	+2.56%
2014	N/A	+1.57%

JAVA vs LMBS Drawdown Comparison

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

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current JAVA drawdown is -0.75%. The current LMBS drawdown is -0.19%.

Rank	JAVA	LMBS
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-8.29% Feb 6, 2026 - May 6, 2026	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-1.45% Mar 27, 2024 - May 15, 2024
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-5.03% Mar 28, 2024 - May 14, 2024	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-0.89% Apr 6, 2015 - May 7, 2015
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-3.14% May 17, 2024 - Jul 11, 2024	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-0.74% May 15, 2024 - Jun 5, 2024
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between JAVA and LMBS 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 LMBS dividend yield comparison.

Year	JAVA	LMBS
2026	0.24%	1.36%
2025	1.34%	4.08%
2024	1.45%	4.28%
2023	1.65%	3.96%
2022	1.25%	2.22%
2021	0.48%	2.04%
2020	0.00%	2.27%
2019	0.00%	2.55%
2018	0.00%	2.76%
2017	0.00%	2.73%
2016	0.00%	2.84%
2015	0.00%	3.03%
2014	0.00%	0.37%