JAVA vs VCR
Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF).
5-Year PerformanceJAVA has outperformed VCR, delivering a return of +12.2% compared to +6.0%
JAVA vs VCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAVA
$6.70B
Winner
VCR
$6.80B
Expense Ratio
JAVA
0.44%
Winner
VCR
0.09%
Max Drawdown
Winner
JAVA
17.08%
VCR
62.72%
Sharpe Ratio
Winner
JAVA
1.65
VCR
0.38
5Y Beta
Winner
JAVA
0.72
VCR
1.19
P/E Ratio
Winner
JAVA
23.55
VCR
34.02
Forward P/E
Winner
JAVA
18.07
VCR
23.26
PEG Ratio
JAVA
0.51
VCR
N/A
5Y Dividends CAGR
JAVA
N/A
VCR
-3.62%
5Y EPS CAGR
JAVA
13.53%
Winner
VCR
16.66%
Debt to Equity
JAVA
N/A
VCR
-124.32%
P/S Ratio
JAVA
1.97
Winner
VCR
1.66
P/B Ratio
Winner
JAVA
3.44
VCR
5.12
JAVA vs VCR - Holdings Comparison
JAVA and VCR have 16 common holdings. Overlap is 11.85%
JAVA's top 25 holdings weight is 42.97%. VCR's top 25 holdings weight is 70.98%.
| Rank | JAVA | VCR |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.11% | AMAZON.COM INC (AMZN) - 22.14% |
| #2 | MICROSOFT CORP (MSFT) - 3.27% | TESLA INC (TSLA) - 17.67% |
| #3 | WELLS FARGO & CO (WFC) - 2.68% | THE HOME DEPOT INC (HD) - 4.56% |
| #4 | APPLE INC (AAPL) - 2.63% | MCDONALD'S CORP (MCD) - 2.89% |
| #5 | BANK OF AMERICA CORP (BAC) - 2.27% | TJX COMPANIES INC (TJX) - 2.51% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.02% | BOOKING HOLDINGS INC (BKNG) - 1.98% |
| #7 | ABBVIE INC (ABBV) - 1.63% | LOWE'S COMPANIES INC (LOW) - 1.76% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 1.51% | STARBUCKS CORP (SBUX) - 1.66% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 1.47% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.28% |
| #10 | THE WALT DISNEY CO (DIS) - 1.44% | GENERAL MOTORS CO (GM) - 1.16% |
| #11 | CITIGROUP INC (C) - 1.41% | MERCADOLIBRE INC (MELI) - 1.16% |
| #12 | CAPITAL ONE FINANCIAL CORP (COF) - 1.39% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.14% |
| #13 | EATON CORP PLC (ETN) - 1.31% | ROSS STORES INC (ROST) - 1.13% |
| #14 | AMERICAN EXPRESS CO (AXP) - 1.31% | ROYAL CARIBBEAN GROUP (RCL) - 1.11% |
| #15 | WESTERN DIGITAL CORP (WDC) - 1.25% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.10% |
| #16 | NEXTERA ENERGY INC (NEE) - 1.22% | FORD MOTOR CO (F) - 1.05% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.92% |
| #18 | SOUTHWEST AIRLINES CO (LUV) - 1.18% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.87% |
| #19 | DOVER CORP (DOV) - 1.17% | NIKE INC CLASS B (NKE) - 0.85% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.12% | EBAY INC (EBAY) - 0.76% |
| #21 | n/a (GEHC) - 1.09% | AUTOZONE INC (AZO) - 0.74% |
| #22 | NVIDIA CORP (NVDA) - 1.09% | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.65% |
| #23 | MORGAN STANLEY (MS) - 1.08% | YUM BRANDS INC (YUM) - 0.64% |
| #24 | FIFTH THIRD BANCORP (FITB) - 1.07% | CARVANA CO CLASS A (CVNA) - 0.64% |
| #25 | JOHNSON & JOHNSON (JNJ) - 1.05% | D.R. HORTON INC (DHI) - 0.61% |
| Total Holdings | 161 | 287 |
JAVA vs VCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JAVA
+1.65%
VCR
+0.44%
3M
Winner
JAVA
+8.54%
VCR
+2.33%
6M
Winner
JAVA
+8.90%
VCR
-1.76%
1Y
Winner
JAVA
+24.13%
VCR
+9.46%
5Y(CAGR)
Winner
JAVA
+12.20%
VCR
+6.03%
10Y(CAGR)
JAVA
N/A
VCR
+13.41%
Max(CAGR)
Winner
JAVA
+12.20%
VCR
+11.08%
JAVA vs VCR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JAVA | VCR |
|---|---|---|
| 2026 | +12.02% | +1.88% |
| 2025 | +14.94% | +6.83% |
| 2024 | +15.14% | +25.49% |
| 2023 | +10.75% | +41.16% |
| 2022 | -1.75% | -36.56% |
| 2021 | +5.22% | +26.48% |
| 2020 | N/A | +46.60% |
| 2019 | N/A | +26.51% |
| 2018 | N/A | -3.60% |
| 2017 | N/A | +22.26% |
| 2016 | N/A | +8.62% |
| 2015 | N/A | +7.15% |
| 2014 | N/A | +10.05% |
| 2013 | N/A | +40.65% |
| 2012 | N/A | +23.48% |
| 2011 | N/A | +2.42% |
| 2010 | N/A | +29.54% |
| 2009 | N/A | +40.62% |
| 2008 | N/A | -36.57% |
| 2007 | N/A | -11.96% |
| 2006 | N/A | +15.78% |
| 2005 | N/A | -3.23% |
| 2004 | N/A | +14.42% |
JAVA vs VCR Drawdown Comparison
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.
The current VCR drawdown is -3.31%.
| Rank | JAVA | VCR |
|---|---|---|
| #1 | -16.54% Nov 29, 2024 - Aug 22, 2025 | -61.53% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -16.06% Mar 29, 2022 - Jul 18, 2023 | -39.20% Nov 19, 2021 - Nov 6, 2024 |
| #3 | -11.37% Jul 24, 2023 - Dec 13, 2023 | -37.68% Feb 20, 2020 - Jun 8, 2020 |
| #4 | -8.29% Feb 6, 2026 - May 6, 2026 | -27.35% Dec 17, 2024 - Sep 15, 2025 |
| #5 | -7.08% Nov 8, 2021 - Dec 29, 2021 | -22.61% Sep 4, 2018 - Apr 16, 2019 |
| #6 | -6.89% Feb 9, 2022 - Mar 25, 2022 | -20.49% Jul 7, 2011 - Feb 3, 2012 |
| #7 | -5.07% Jul 17, 2024 - Aug 19, 2024 | -16.70% Nov 3, 2015 - Jul 12, 2016 |
| #8 | -5.03% Mar 28, 2024 - May 14, 2024 | -15.58% Jan 9, 2026 - Mar 30, 2026 |
| #9 | -4.77% Jan 14, 2022 - Feb 9, 2022 | -12.46% Jul 28, 2005 - May 9, 2006 |
| #10 | -4.17% Nov 12, 2025 - Nov 26, 2025 | -11.77% Mar 5, 2004 - Nov 2, 2004 |
| #11 | -3.33% Oct 3, 2025 - Oct 23, 2025 | -11.33% Dec 30, 2004 - Jul 19, 2005 |
| #12 | -3.14% May 17, 2024 - Jul 11, 2024 | -11.18% Jul 31, 2015 - Nov 3, 2015 |
| #13 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -11.01% May 9, 2006 - Oct 4, 2006 |
| #14 | -2.54% Dec 28, 2023 - Jan 26, 2024 | -10.07% May 2, 2012 - Sep 6, 2012 |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | -9.71% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between JAVA and VCR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2004 - 2026)
JAVA vs VCR dividend yield comparison.
| Year | JAVA | VCR |
|---|---|---|
| 2026 | 0.52% | 0.36% |
| 2025 | 1.34% | 0.74% |
| 2024 | 1.45% | 0.74% |
| 2023 | 1.65% | 0.84% |
| 2022 | 1.25% | 0.98% |
| 2021 | 0.48% | 0.79% |
| 2020 | 0.00% | 1.71% |
| 2019 | 0.00% | 1.17% |
| 2018 | 0.00% | 1.37% |
| 2017 | 0.00% | 1.21% |
| 2016 | 0.00% | 1.60% |
| 2015 | 0.00% | 1.32% |
| 2014 | 0.00% | 1.23% |
| 2013 | 0.00% | 0.84% |
| 2012 | 0.00% | 1.52% |
| 2011 | 0.00% | 1.38% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 0.93% |
| 2008 | 0.00% | 2.44% |
| 2007 | 0.00% | 0.86% |
| 2006 | 0.00% | 0.77% |
| 2005 | 0.00% | 0.59% |
| 2004 | 0.00% | 0.63% |
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