SPTS vs JAVA

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

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

SPTS vs JAVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTS(ETF)	JAVA(ETF)
Net Assets	$6B	$6B
Expense Ratio	0.03%	0.44%
Max Drawdown	10.12%	17.08%
Sharpe Ratio	-0.14	1.63
5Y Beta	-0.02	0.72
P/E Ratio	N/A	21.95
Forward P/E	N/A	16.30
PEG Ratio	N/A	0.49
5Y Dividends CAGR	63.03%	N/A
5Y EPS CAGR	N/A	14.50%
Debt to Equity	N/A	15.08%
P/S Ratio	N/A	2.09
P/B Ratio	N/A	2.89

Net Assets

SPTS

$6B

JAVA

$6B

Expense Ratio

Winner

SPTS

0.03%

JAVA

0.44%

Max Drawdown

Winner

SPTS

10.12%

JAVA

17.08%

Sharpe Ratio

SPTS

-0.14

Winner

JAVA

1.63

5Y Beta

Winner

SPTS

-0.02

JAVA

0.72

P/E Ratio

SPTS

N/A

JAVA

21.95

Forward P/E

SPTS

N/A

JAVA

16.30

PEG Ratio

SPTS

N/A

JAVA

0.49

5Y Dividends CAGR

SPTS

63.03%

JAVA

N/A

5Y EPS CAGR

SPTS

N/A

JAVA

14.50%

Debt to Equity

SPTS

N/A

JAVA

15.08%

P/S Ratio

SPTS

N/A

JAVA

2.09

P/B Ratio

SPTS

N/A

JAVA

2.89

SPTS vs JAVA - Historical Returns

Returns include dividend reinvestment.

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

SPTS

+0.18%

Winner

JAVA

+2.98%

Winner

SPTS

+0.19%

JAVA

-0.48%

SPTS

+1.18%

Winner

JAVA

+10.45%

SPTS

+3.66%

Winner

JAVA

+23.91%

5Y(CAGR)

SPTS

+1.83%

Winner

JAVA

+11.24%

10Y(CAGR)

SPTS

+1.67%

JAVA

N/A

Max(CAGR)

SPTS

+1.45%

Winner

JAVA

+11.24%

SPTS vs JAVA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SPTS vs JAVA Drawdown Comparison

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

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

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

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

Correlation

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

0.95

-101

Dividend Comparison (2011 - 2026)

SPTS vs JAVA dividend yield comparison.

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