JAVA vs XAR
Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and STATE STREET(R) SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF (XAR, ETF).
5-Year PerformanceXAR has outperformed JAVA, delivering a return of +16.6% compared to +11.8%
JAVA vs XAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAVA
$6.50B
XAR
$6.50B
Expense Ratio
JAVA
0.44%
Winner
XAR
0.35%
Max Drawdown
Winner
JAVA
17.08%
XAR
46.72%
Sharpe Ratio
Winner
JAVA
1.62
XAR
1.26
5Y Beta
Winner
JAVA
0.72
XAR
1.10
P/E Ratio
Winner
JAVA
21.38
XAR
197.54
Forward P/E
Winner
JAVA
16.59
XAR
30.67
PEG Ratio
JAVA
0.37
XAR
N/A
5Y Dividends CAGR
JAVA
N/A
XAR
-4.79%
5Y EPS CAGR
JAVA
15.32%
Winner
XAR
15.66%
Debt to Equity
Winner
JAVA
23.16%
XAR
75.42%
P/S Ratio
Winner
JAVA
2.03
XAR
3.45
P/B Ratio
Winner
JAVA
3.17
XAR
4.97
JAVA vs XAR - Holdings Comparison
JAVA and XAR have 4 common holdings. Overlap is 2.41%
JAVA's top 25 holdings weight is 41.57%. XAR's top 25 holdings weight is 76.44%.
| Rank | JAVA | XAR |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 3.20% | ROCKET LAB CORP (RKLB) - 5.17% |
| #2 | AMAZON.COM INC (AMZN) - 2.61% | CARPENTER TECHNOLOGY CORP (CRS) - 3.60% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.56% | ATI INC (ATI) - 3.42% |
| #4 | WELLS FARGO & CO (WFC) - 2.45% | MOOG INC CLASS A (MOG-A) - 3.29% |
| #5 | WESTERN DIGITAL CORP (WDC) - 2.36% | HEICO CORP (HEI) - 3.26% |
| #6 | BANK OF AMERICA CORP (BAC) - 2.08% | ARCHER AVIATION INC CLASS A (ACHR) - 3.16% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.07% | CURTISS-WRIGHT CORP (CW) - 3.14% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | HEXCEL CORP (HXL) - 3.14% |
| #9 | NXP SEMICONDUCTORS NV (NXPI) - 1.81% | BOEING CO (BA) - 3.07% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.66% | MERCURY SYSTEMS INC (MRCY) - 3.07% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 1.56% | HOWMET AEROSPACE INC (HWM) - 3.00% |
| #12 | RTX CORP (RTX) - 1.51% | TRANSDIGM GROUP INC (TDG) - 2.99% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.50% | AEROVIRONMENT INC (AVAV) - 2.97% |
| #14 | EATON CORP PLC (ETN) - 1.39% | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 2.97% |
| #15 | THE WALT DISNEY CO (DIS) - 1.32% | GE AEROSPACE (GE) - 2.95% |
| #16 | DOVER CORP (DOV) - 1.29% | TEXTRON INC (TXT) - 2.95% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.27% | GENERAL DYNAMICS CORP (GD) - 2.88% |
| #18 | EXXON MOBIL CORP (XOM) - 1.23% | BWX TECHNOLOGIES INC (BWXT) - 2.88% |
| #19 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.15% | AXON ENTERPRISE INC (AXON) - 2.86% |
| #20 | ANALOG DEVICES INC (ADI) - 1.14% | FTAI AVIATION LTD (FTAI) - 2.85% |
| #21 | n/a (GEHC) - 1.10% | WOODWARD INC (WWD) - 2.69% |
| #22 | ABBVIE INC (ABBV) - 1.06% | STANDARDAERO INC (SARO) - 2.65% |
| #23 | U.S. BANCORP (USB) - 1.06% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.55% |
| #24 | MORGAN STANLEY (MS) - 1.06% | RTX CORP (RTX) - 2.54% |
| #25 | FIFTH THIRD BANCORP (FITB) - 1.06% | VSE CORP (VSEC) - 2.39% |
| Total Holdings | 152 | 42 |
JAVA vs XAR - Historical Returns
Returns include dividend reinvestment.
1M
JAVA
+3.24%
Winner
XAR
+4.30%
3M
Winner
JAVA
+10.37%
XAR
+4.27%
6M
JAVA
+9.76%
Winner
XAR
+18.39%
1Y
JAVA
+24.00%
Winner
XAR
+41.63%
5Y(CAGR)
JAVA
+11.77%
Winner
XAR
+16.57%
10Y(CAGR)
JAVA
N/A
XAR
+18.37%
Max(CAGR)
JAVA
+11.77%
Winner
XAR
+19.06%
JAVA vs XAR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JAVA | XAR |
|---|---|---|
| 2026 | +8.81% | +11.86% |
| 2025 | +14.94% | +46.54% |
| 2024 | +15.14% | +25.05% |
| 2023 | +10.75% | +23.93% |
| 2022 | -1.75% | -5.79% |
| 2021 | +5.22% | +6.62% |
| 2020 | N/A | +3.64% |
| 2019 | N/A | +38.67% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +31.17% |
| 2016 | N/A | +22.76% |
| 2015 | N/A | +0.03% |
| 2014 | N/A | +12.84% |
| 2013 | N/A | +55.35% |
| 2012 | N/A | +13.14% |
| 2011 | N/A | +11.59% |
JAVA vs XAR Drawdown Comparison
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for XAR was -46.36%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.
The current XAR drawdown is -4.32%.
| Rank | JAVA | XAR |
|---|---|---|
| #1 | -16.54% Nov 29, 2024 - Aug 22, 2025 | -46.36% Feb 12, 2020 - Jan 14, 2021 |
| #2 | -16.06% Mar 29, 2022 - Jul 18, 2023 | -32.40% Jun 25, 2021 - Dec 19, 2023 |
| #3 | -11.37% Jul 24, 2023 - Dec 13, 2023 | -25.92% Sep 18, 2018 - Jun 5, 2019 |
| #4 | -8.29% Feb 6, 2026 - May 6, 2026 | -22.11% Apr 10, 2015 - Aug 5, 2016 |
| #5 | -7.08% Nov 8, 2021 - Dec 29, 2021 | -19.73% Jan 23, 2025 - May 13, 2025 |
| #6 | -6.89% Feb 9, 2022 - Mar 25, 2022 | -17.22% Jan 16, 2026 - Mar 30, 2026 |
| #7 | -5.07% Jul 17, 2024 - Aug 19, 2024 | -12.93% Oct 27, 2025 - Jan 5, 2026 |
| #8 | -5.03% Mar 28, 2024 - May 14, 2024 | -11.31% Mar 16, 2012 - Oct 5, 2012 |
| #9 | -4.77% Jan 14, 2022 - Feb 9, 2022 | -11.05% Mar 4, 2014 - Nov 18, 2014 |
| #10 | -4.17% Nov 12, 2025 - Nov 26, 2025 | -8.85% Apr 19, 2018 - Jun 8, 2018 |
| #11 | -3.33% Oct 3, 2025 - Oct 23, 2025 | -8.75% Jan 29, 2018 - Mar 9, 2018 |
| #12 | -3.14% May 17, 2024 - Jul 11, 2024 | -8.49% Oct 27, 2011 - Dec 23, 2011 |
| #13 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -8.07% Sep 17, 2019 - Nov 15, 2019 |
| #14 | -2.54% Dec 28, 2023 - Jan 26, 2024 | -8.03% Nov 29, 2024 - Jan 21, 2025 |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | -7.50% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between JAVA and XAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2011 - 2026)
JAVA vs XAR dividend yield comparison.
| Year | JAVA | XAR |
|---|---|---|
| 2026 | 0.23% | 0.04% |
| 2025 | 1.34% | 0.40% |
| 2024 | 1.45% | 0.66% |
| 2023 | 1.65% | 0.54% |
| 2022 | 1.25% | 0.50% |
| 2021 | 0.48% | 0.83% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 0.75% |
| 2018 | 0.00% | 1.19% |
| 2017 | 0.00% | 0.76% |
| 2016 | 0.00% | 1.09% |
| 2015 | 0.00% | 2.31% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 1.96% |
| 2012 | 0.00% | 1.75% |
| 2011 | 0.00% | 0.28% |
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