JAVA vs SPTS

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF).

5-Year PerformanceJAVA has outperformed SPTS, delivering a return of +11.2% compared to +1.8%

JAVA vs SPTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	SPTS(ETF)
Net Assets	$6B	$6B
Expense Ratio	0.44%	0.03%
Max Drawdown	17.08%	10.12%
Sharpe Ratio	1.63	-0.14
5Y Beta	0.72	-0.02
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	63.03%
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

SPTS

$6B

Expense Ratio

JAVA

0.44%

Winner

SPTS

0.03%

Max Drawdown

JAVA

17.08%

Winner

SPTS

10.12%

Sharpe Ratio

Winner

JAVA

1.63

SPTS

-0.14

5Y Beta

JAVA

0.72

Winner

SPTS

-0.02

P/E Ratio

JAVA

21.95

SPTS

N/A

Forward P/E

JAVA

16.30

SPTS

N/A

PEG Ratio

JAVA

0.49

SPTS

N/A

5Y Dividends CAGR

JAVA

N/A

SPTS

63.03%

5Y EPS CAGR

JAVA

14.50%

SPTS

N/A

Debt to Equity

JAVA

15.08%

SPTS

N/A

P/S Ratio

JAVA

2.09

SPTS

N/A

P/B Ratio

JAVA

2.89

SPTS

N/A

JAVA vs SPTS - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	SPTS
1 month	+2.98%	+0.18%
3 months	-0.48%	+0.19%
6 months	+10.45%	+1.18%
1 year	+23.91%	+3.66%
5 years(CAGR)	+11.24%	+1.83%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+11.24%	+1.45%

Winner

JAVA

+2.98%

SPTS

+0.18%

JAVA

-0.48%

Winner

SPTS

+0.19%

Winner

JAVA

+10.45%

SPTS

+1.18%

Winner

JAVA

+23.91%

SPTS

+3.66%

5Y(CAGR)

Winner

JAVA

+11.24%

SPTS

+1.83%

10Y(CAGR)

JAVA

N/A

SPTS

+1.67%

Max(CAGR)

Winner

JAVA

+11.24%

SPTS

+1.45%

JAVA vs SPTS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JAVA	SPTS
2026	+5.36%	+0.57%
2025	+14.94%	+5.19%
2024	+15.14%	+4.34%
2023	+10.75%	+4.16%
2022	-1.75%	-3.80%
2021	+5.22%	-0.69%
2020	N/A	+3.20%
2019	N/A	+3.52%
2018	N/A	+1.14%
2017	N/A	+0.66%
2016	N/A	+0.78%
2015	N/A	+0.83%
2014	N/A	+1.12%
2013	N/A	-0.27%
2012	N/A	+0.38%
2011	N/A	+0.08%

JAVA vs SPTS Drawdown Comparison

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

The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.

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

Rank	JAVA	SPTS
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-5.82% Aug 29, 2014 - May 31, 2019
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-5.71% Aug 3, 2021 - May 15, 2024
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-1.90% Apr 29, 2013 - Oct 28, 2013
#4	-8.29% Feb 6, 2026 - May 6, 2026	-1.59% Nov 18, 2013 - Aug 29, 2014
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-1.05% Nov 7, 2013 - Nov 14, 2013
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-1.01% Jan 4, 2012 - May 9, 2012
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-0.96% Sep 24, 2024 - Jan 27, 2025
#8	-5.03% Mar 28, 2024 - May 14, 2024	-0.84% Feb 27, 2026 - Mar 26, 2026
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-0.73% Sep 17, 2012 - Nov 19, 2012
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-0.71% Oct 28, 2013 - Nov 6, 2013
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-0.70% Sep 4, 2019 - Oct 3, 2019
#12	-3.14% May 17, 2024 - Jul 11, 2024	-0.69% Apr 30, 2025 - Jun 20, 2025
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-0.63% Feb 11, 2013 - Apr 26, 2013
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-0.55% Mar 9, 2020 - Mar 26, 2020
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-0.53% Jun 1, 2012 - Jul 18, 2012

Correlation

Correlation between JAVA and SPTS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

JAVA vs SPTS dividend yield comparison.

Year	JAVA	SPTS
2026	0.24%	1.26%
2025	1.34%	3.99%
2024	1.45%	4.25%
2023	1.65%	3.61%
2022	1.25%	1.27%
2021	0.48%	0.19%
2020	0.00%	0.70%
2019	0.00%	2.21%
2018	0.00%	2.04%
2017	0.00%	1.20%
2016	0.00%	0.95%
2015	0.00%	0.83%
2014	0.00%	0.68%
2013	0.00%	0.43%
2012	0.00%	0.40%
2011	0.00%	0.02%