JAVA vs VSGX
Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and VANGUARD ESG INTERNATIONAL STOCK ETF ETF SHARES (VSGX, ETF).
5-Year PerformanceJAVA has outperformed VSGX, delivering a return of +11.7% compared to +8.0%
JAVA vs VSGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAVA
$6.50B
Winner
VSGX
$6.60B
Expense Ratio
JAVA
0.44%
Winner
VSGX
0.10%
Max Drawdown
Winner
JAVA
17.08%
VSGX
34.48%
Sharpe Ratio
Winner
JAVA
1.66
VSGX
1.48
5Y Beta
Winner
JAVA
0.72
VSGX
0.77
P/E Ratio
JAVA
21.66
VSGX
N/A
Forward P/E
JAVA
16.71
VSGX
N/A
PEG Ratio
JAVA
0.40
VSGX
N/A
5Y Dividends CAGR
JAVA
N/A
VSGX
14.19%
5Y EPS CAGR
JAVA
15.33%
VSGX
N/A
Debt to Equity
JAVA
23.09%
VSGX
N/A
P/S Ratio
JAVA
2.04
VSGX
N/A
P/B Ratio
JAVA
3.12
VSGX
N/A
JAVA vs VSGX - Holdings Comparison
JAVA and VSGX have 1 common holdings. Overlap is 0.11%
JAVA's top 25 holdings weight is 41.57%. VSGX's top 25 holdings weight is 5.49%.
| Rank | JAVA | VSGX |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 3.20% | ROYAL BANK OF CANADA (RY) - 0.74% |
| #2 | AMAZON.COM INC (AMZN) - 2.61% | n/a (SHOP) - 0.56% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.56% | THE TORONTO-DOMINION BANK (TD) - 0.41% |
| #4 | WELLS FARGO & CO (WFC) - 2.45% | BANK OF MONTREAL (BMO) - 0.31% |
| #5 | WESTERN DIGITAL CORP (WDC) - 2.36% | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.30% |
| #6 | BANK OF AMERICA CORP (BAC) - 2.08% | PDD HOLDINGS INC ADR (PDD) - 0.30% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.07% | BANK OF NOVA SCOTIA (BNS) - 0.29% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | CRH PLC (CRH) - 0.28% |
| #9 | NXP SEMICONDUCTORS NV (NXPI) - 1.81% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.26% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.66% | MANULIFE FINANCIAL CORP (MFC) - 0.24% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 1.56% | FERRARI NV (RACE) - 0.22% |
| #12 | RTX CORP (RTX) - 1.51% | WASTE CONNECTIONS INC (WCN) - 0.19% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.50% | ALCON INC (ALC) - 0.18% |
| #14 | EATON CORP PLC (ETN) - 1.39% | AGNICO EAGLE MINES LTD (AEM) - 0.17% |
| #15 | THE WALT DISNEY CO (DIS) - 1.32% | SUN LIFE FINANCIAL INC (SLF) - 0.15% |
| #16 | DOVER CORP (DOV) - 1.29% | SMURFIT WESTROCK PLC (SW) - 0.12% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.27% | WHEATON PRECIOUS METALS CORP (WPM) - 0.11% |
| #18 | EXXON MOBIL CORP (XOM) - 1.23% | n/a (BAM) - 0.10% |
| #19 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.15% | THOMSON REUTERS CORP (TRI) - 0.10% |
| #20 | ANALOG DEVICES INC (ADI) - 1.14% | NUTRIEN LTD (NTR) - 0.10% |
| #21 | n/a (GEHC) - 1.10% | FRANCO-NEVADA CORP (FNV) - 0.10% |
| #22 | ABBVIE INC (ABBV) - 1.06% | RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 0.09% |
| #23 | U.S. BANCORP (USB) - 1.06% | RB GLOBAL INC (RBA) - 0.07% |
| #24 | MORGAN STANLEY (MS) - 1.06% | ANGLOGOLD ASHANTI PLC (AU) - 0.05% |
| #25 | FIFTH THIRD BANCORP (FITB) - 1.06% | TFI INTERNATIONAL INC (TFII) - 0.05% |
| Total Holdings | 152 | 38 |
JAVA vs VSGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JAVA
+2.96%
VSGX
+1.61%
3M
JAVA
+10.80%
Winner
VSGX
+14.03%
6M
JAVA
+9.42%
Winner
VSGX
+14.12%
1Y
JAVA
+23.99%
Winner
VSGX
+31.39%
5Y(CAGR)
Winner
JAVA
+11.74%
VSGX
+7.98%
Max(CAGR)
Winner
JAVA
+11.74%
VSGX
+8.90%
JAVA vs VSGX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JAVA | VSGX |
|---|---|---|
| 2026 | +9.06% | +12.86% |
| 2025 | +14.94% | +31.36% |
| 2024 | +15.14% | +7.05% |
| 2023 | +10.75% | +14.82% |
| 2022 | -1.75% | -19.05% |
| 2021 | +5.22% | +6.82% |
| 2020 | N/A | +11.76% |
| 2019 | N/A | +23.05% |
| 2018 | N/A | -12.86% |
JAVA vs VSGX Drawdown Comparison
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for VSGX was -33.09%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The current JAVA drawdown is -1.04%. The current VSGX drawdown is -3.39%.
| Rank | JAVA | VSGX |
|---|---|---|
| #1 | -16.54% Nov 29, 2024 - Aug 22, 2025 | -33.09% Jan 17, 2020 - Nov 5, 2020 |
| #2 | -16.06% Mar 29, 2022 - Jul 18, 2023 | -32.13% Sep 7, 2021 - Aug 23, 2024 |
| #3 | -11.37% Jul 24, 2023 - Dec 13, 2023 | -15.25% Sep 20, 2018 - Jul 3, 2019 |
| #4 | -8.29% Feb 6, 2026 - May 6, 2026 | -13.82% Sep 26, 2024 - May 2, 2025 |
| #5 | -7.08% Nov 8, 2021 - Dec 29, 2021 | -12.82% Feb 25, 2026 - May 6, 2026 |
| #6 | -6.89% Feb 9, 2022 - Mar 25, 2022 | -7.67% Jul 3, 2019 - Oct 17, 2019 |
| #7 | -5.07% Jul 17, 2024 - Aug 19, 2024 | -5.84% Feb 16, 2021 - Apr 26, 2021 |
| #8 | -5.03% Mar 28, 2024 - May 14, 2024 | -5.25% Jun 2, 2026 - Jun 15, 2026 |
| #9 | -4.77% Jan 14, 2022 - Feb 9, 2022 | -4.95% Oct 27, 2025 - Dec 10, 2025 |
| #10 | -4.17% Nov 12, 2025 - Nov 26, 2025 | -4.45% Jun 14, 2021 - Sep 3, 2021 |
| #11 | -3.33% Oct 3, 2025 - Oct 23, 2025 | -4.32% Jan 21, 2021 - Feb 8, 2021 |
| #12 | -3.14% May 17, 2024 - Jul 11, 2024 | -4.03% May 7, 2021 - May 26, 2021 |
| #13 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -3.76% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -2.54% Dec 28, 2023 - Jan 26, 2024 | -3.64% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | -3.49% Aug 23, 2024 - Sep 19, 2024 |
Correlation
Correlation between JAVA and VSGX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2018 - 2026)
JAVA vs VSGX dividend yield comparison.
| Year | JAVA | VSGX |
|---|---|---|
| 2026 | 0.53% | 1.37% |
| 2025 | 1.34% | 3.23% |
| 2024 | 1.45% | 3.10% |
| 2023 | 1.65% | 2.77% |
| 2022 | 1.25% | 2.61% |
| 2021 | 0.48% | 2.49% |
| 2020 | 0.00% | 1.67% |
| 2019 | 0.00% | 2.28% |
| 2018 | 0.00% | 0.38% |
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