JAVA vs VOOV

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF).

5-Year PerformanceJAVA has outperformed VOOV, delivering a return of +11.2% compared to +10.9%

JAVA vs VOOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	VOOV(ETF)
Net Assets	$6.40B	$6.50B
Expense Ratio	0.44%	0.07%
Max Drawdown	17.08%	37.69%
Sharpe Ratio	1.43	1.51
5Y Beta	0.72	0.70
P/E Ratio	21.95	23.78
Forward P/E	16.13	18.38
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	13.56%
5Y EPS CAGR	14.50%	12.59%
Debt to Equity	15.08%	32.03%
P/S Ratio	2.13	2.14
P/B Ratio	2.95	3.62

Net Assets

JAVA

$6.40B

Winner

VOOV

$6.50B

Expense Ratio

JAVA

0.44%

Winner

VOOV

0.07%

Max Drawdown

Winner

JAVA

17.08%

VOOV

37.69%

Sharpe Ratio

JAVA

1.43

Winner

VOOV

1.51

5Y Beta

JAVA

0.72

Winner

VOOV

0.70

P/E Ratio

Winner

JAVA

21.95

VOOV

23.78

Forward P/E

Winner

JAVA

16.13

VOOV

18.38

PEG Ratio

JAVA

0.50

VOOV

N/A

5Y Dividends CAGR

JAVA

N/A

VOOV

13.56%

5Y EPS CAGR

Winner

JAVA

14.50%

VOOV

12.59%

Debt to Equity

Winner

JAVA

15.08%

VOOV

32.03%

P/S Ratio

Winner

JAVA

2.13

VOOV

2.14

P/B Ratio

Winner

JAVA

2.95

VOOV

3.62

JAVA vs VOOV - Holdings Comparison

JAVA and VOOV have 120 common holdings. Overlap is 37.02%

JAVA's top 25 holdings weight is 39.89%. VOOV's top 25 holdings weight is 35.50%.

Rank	JAVA	VOOV
#1	ALPHABET INC CLASS C (GOOG) - 2.95%	APPLE INC (AAPL) - 6.89%
#2	WELLS FARGO & CO (WFC) - 2.69%	AMAZON.COM INC (AMZN) - 3.53%
#3	AMAZON.COM INC (AMZN) - 2.48%	EXXON MOBIL CORP (XOM) - 2.62%
#4	BANK OF AMERICA CORP (BAC) - 2.25%	WALMART INC (WMT) - 2.01%
#5	META PLATFORMS INC CLASS A (META) - 2.21%	COSTCO WHOLESALE CORP (COST) - 1.63%
#6	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.89%	TESLA INC (TSLA) - 1.47%
#7	WESTERN DIGITAL CORP (WDC) - 1.80%	CHEVRON CORP (CVX) - 1.43%
#8	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.69%	PROCTER & GAMBLE CO (PG) - 1.24%
#9	CHARLES SCHWAB CORP (SCHW) - 1.55%	THE HOME DEPOT INC (HD) - 1.21%
#10	UNITEDHEALTH GROUP INC (UNH) - 1.55%	BANK OF AMERICA CORP (BAC) - 1.14%
#11	NXP SEMICONDUCTORS NV (NXPI) - 1.54%	MERCK & CO INC (MRK) - 1.10%
#12	THE WALT DISNEY CO (DIS) - 1.43%	WELLS FARGO & CO (WFC) - 0.91%
#13	MICRON TECHNOLOGY INC (MU) - 1.40%	UNITEDHEALTH GROUP INC (UNH) - 0.91%
#14	EATON CORP PLC (ETN) - 1.38%	JOHNSON & JOHNSON (JNJ) - 0.89%
#15	U.S. BANCORP (USB) - 1.36%	JPMORGAN CHASE & CO (JPM) - 0.88%
#16	RTX CORP (RTX) - 1.36%	LINDE PLC (LIN) - 0.86%
#17	NEXTERA ENERGY INC (NEE) - 1.28%	VISA INC CLASS A (V) - 0.85%
#18	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.25%	PEPSICO INC (PEP) - 0.78%
#19	JOHNSON & JOHNSON (JNJ) - 1.24%	VERIZON COMMUNICATIONS INC (VZ) - 0.78%
#20	ANALOG DEVICES INC (ADI) - 1.16%	INTEL CORP (INTC) - 0.77%
#21	DOVER CORP (DOV) - 1.11%	ABBVIE INC (ABBV) - 0.77%
#22	CITIGROUP INC (C) - 1.10%	AT&T INC (T) - 0.75%
#23	FIFTH THIRD BANCORP (FITB) - 1.09%	NEXTERA ENERGY INC (NEE) - 0.71%
#24	n/a (GEHC) - 1.09%	CITIGROUP INC (C) - 0.69%
#25	CHEVRON CORP (CVX) - 1.04%	THERMO FISHER SCIENTIFIC INC (TMO) - 0.68%
Total Holdings	157	454

JAVA vs VOOV - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	VOOV
1 month	+2.40%	+3.45%
3 months	+0.54%	+2.34%
6 months	+10.06%	+7.85%
1 year	+21.68%	+20.66%
5 years(CAGR)	+11.24%	+10.87%
10 years(CAGR)	N/A	+12.01%
Max(CAGR)	+11.24%	+12.12%

JAVA

+2.40%

Winner

VOOV

+3.45%

JAVA

+0.54%

Winner

VOOV

+2.34%

Winner

JAVA

+10.06%

VOOV

+7.85%

Winner

JAVA

+21.68%

VOOV

+20.66%

5Y(CAGR)

Winner

JAVA

+11.24%

VOOV

+10.87%

10Y(CAGR)

JAVA

N/A

VOOV

+12.01%

Max(CAGR)

JAVA

+11.24%

Winner

VOOV

+12.12%

JAVA vs VOOV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	JAVA	VOOV
2026	+5.51%	+5.99%
2025	+14.94%	+13.66%
2024	+15.14%	+11.47%
2023	+10.75%	+21.57%
2022	-1.75%	-5.86%
2021	+5.22%	+26.59%
2020	N/A	+0.88%
2019	N/A	+31.19%
2018	N/A	-9.59%
2017	N/A	+14.30%
2016	N/A	+18.81%
2015	N/A	-3.30%
2014	N/A	+12.99%
2013	N/A	+29.30%
2012	N/A	+15.02%
2011	N/A	-1.65%
2010	N/A	+12.58%

JAVA vs VOOV Drawdown Comparison

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

The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current JAVA drawdown is -0.61%. The current VOOV drawdown is -0.09%.

Rank	JAVA	VOOV
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-37.32% Feb 12, 2020 - Jan 6, 2021
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-21.35% Apr 29, 2011 - Mar 1, 2012
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-19.20% Jan 26, 2018 - Apr 30, 2019
#4	-8.29% Feb 6, 2026 - May 6, 2026	-18.11% Apr 20, 2022 - Feb 1, 2023
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-17.55% Nov 29, 2024 - Aug 22, 2025
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-14.90% May 21, 2015 - Jun 7, 2016
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-11.36% Mar 26, 2012 - Sep 6, 2012
#8	-5.03% Mar 28, 2024 - May 14, 2024	-11.00% Jul 31, 2023 - Dec 1, 2023
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-9.64% Feb 2, 2023 - Jun 13, 2023
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-7.70% May 3, 2019 - Jul 1, 2019
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-7.32% Jan 12, 2022 - Apr 20, 2022
#12	-3.14% May 17, 2024 - Jul 11, 2024	-7.26% Sep 19, 2014 - Nov 5, 2014
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-7.18% Oct 18, 2012 - Dec 18, 2012
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-6.53% Jul 29, 2019 - Sep 11, 2019
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-6.27% Feb 27, 2026 - Apr 30, 2026

Correlation

Correlation between JAVA and VOOV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2010 - 2026)

JAVA vs VOOV dividend yield comparison.

Year	JAVA	VOOV
2026	0.24%	0.43%
2025	1.34%	1.76%
2024	1.45%	2.10%
2023	1.65%	1.69%
2022	1.25%	2.19%
2021	0.48%	1.87%
2020	0.00%	2.45%
2019	0.00%	2.10%
2018	0.00%	2.65%
2017	0.00%	2.13%
2016	0.00%	2.24%
2015	0.00%	2.36%
2014	0.00%	1.98%
2013	0.00%	1.97%
2012	0.00%	2.15%
2011	0.00%	1.98%
2010	0.00%	0.67%