JPMorgan Active Value ETF (JAVA) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with JAVA. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAVA
JAVA charges 0.44% annually. There are 78 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | JAVA vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | JAVA vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | JAVA vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | JAVA vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | JAVA vs SCHV |
Best Risk-Adjusted Alternatives to JAVA
JAVA has a PortfoliosLab risk / return rank of 90. There are 59 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | JAVA vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | JAVA vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | JAVA vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | JAVA vs IWX | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | JAVA vs VFLO |
Top Performing JAVA Alternatives (YTD)
JAVA is at 15.92% YTD. There are 67 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | JAVA vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | JAVA vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | JAVA vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | JAVA vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | JAVA vs AVLV |
Lowest Volatility Alternatives to JAVA
JAVA has 11.62% 1-year volatility. There are 80 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | JAVA vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | JAVA vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | JAVA vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | JAVA vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | JAVA vs ABEQ |
Lowest Drawdown Alternatives to JAVA
JAVA has a 1-year max drawdown of -8.29%. There are 94 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | JAVA vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | JAVA vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | JAVA vs MDLV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | JAVA vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | JAVA vs VMAX |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 12 categories. AUM among these funds goes as high as $46B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 66 | 7.51% | 39.88B | May 2022 | JAVA vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 56 | 5.04% | 45.80B | May 2020 | JAVA vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 2.01% | 40.48B | May 2017 | JAVA vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 95 | 1.92% | 10.22B | Oct 2021 | JAVA vs JPIE | |
| JPMorgan U.S. Quality Factor ETF | Quality Factor, Large Cap Blend Equities | 83 | 15.84% | 8.22B | Nov 2017 | JAVA vs JQUA | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 65 | 4.18% | 4.62B | Sep 2023 | JAVA vs HELO | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 26 | 7.76% | 4.11B | Oct 2023 | JAVA vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 80 | 20.54% | 2.50B | Nov 2017 | JAVA vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 93 | 1.59% | 3.95B | Feb 1993 | JAVA vs JPLD | |
| JPMorgan BetaBuilders U.S. Equity ETF | Large Cap Blend Equities | 74 | 11.30% | 8.89B | Mar 2019 | JAVA vs BBUS |
Often Compared With JAVA
Investors most often compare JAVA with JGRO, CGDV, ARTHX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JAVA with Any Fund or Stock
Compare JAVA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAVA with funds that move differently
JPMorgan Active Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAVA.
Explore JAVA Diversifiers