VOOV vs JAVA

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

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

VOOV vs JAVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

VOOV

$6.50B

JAVA

$6.40B

Expense Ratio

Winner

VOOV

0.07%

JAVA

0.44%

Max Drawdown

VOOV

37.69%

Winner

JAVA

17.08%

Sharpe Ratio

Winner

VOOV

1.51

JAVA

1.43

5Y Beta

Winner

VOOV

0.70

JAVA

0.72

P/E Ratio

VOOV

23.78

Winner

JAVA

21.95

Forward P/E

VOOV

18.38

Winner

JAVA

16.13

PEG Ratio

VOOV

N/A

JAVA

0.50

5Y Dividends CAGR

VOOV

13.56%

JAVA

N/A

5Y EPS CAGR

VOOV

12.59%

Winner

JAVA

14.50%

Debt to Equity

VOOV

32.03%

Winner

JAVA

15.08%

P/S Ratio

VOOV

2.14

Winner

JAVA

2.13

P/B Ratio

VOOV

3.62

Winner

JAVA

2.95

VOOV vs JAVA - Holdings Comparison

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

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

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

VOOV vs JAVA - Historical Returns

Returns include dividend reinvestment.

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

Winner

VOOV

+3.45%

JAVA

+2.40%

Winner

VOOV

+2.34%

JAVA

+0.54%

VOOV

+7.85%

Winner

JAVA

+10.06%

VOOV

+20.66%

Winner

JAVA

+21.68%

5Y(CAGR)

VOOV

+10.87%

Winner

JAVA

+11.24%

10Y(CAGR)

VOOV

+12.01%

JAVA

N/A

Max(CAGR)

Winner

VOOV

+12.12%

JAVA

+11.24%

VOOV vs JAVA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

VOOV vs JAVA Drawdown Comparison

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

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

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

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

Correlation

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

0.99

-101

Dividend Comparison (2010 - 2026)

VOOV vs JAVA dividend yield comparison.

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