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 79 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | JAVA vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | JAVA vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | JAVA vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | JAVA vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | JAVA vs ILCV |
Best Risk-Adjusted Alternatives to JAVA
JAVA has a PortfoliosLab risk / return rank of 67. There are 74 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | JAVA vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | JAVA vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | JAVA vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.53B | Mar 2005 | JAVA vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 26.73B | Aug 2013 | JAVA vs FNDX |
Top Performing JAVA Alternatives (YTD)
JAVA is at 10.48% YTD. There are 74 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.95% | 14.76B | Apr 2013 | JAVA vs VLUE | |
| Clough Select Equity ETF | 27.58% | 55.44M | Nov 2020 | JAVA vs CBSE | |
| Eventide High Dividend ETF | 22.93% | 150.61M | Sep 2024 | JAVA vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.53% | 12.01B | Sep 2021 | JAVA vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.16% | 164.26M | Jul 2023 | JAVA vs ROE |
Lowest Volatility Alternatives to JAVA
JAVA has 11.61% 1-year volatility. There are 81 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.93% | 32.39M | Apr 2023 | JAVA vs MDLV | |
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | JAVA vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.01% | 6.12B | Jun 2006 | JAVA vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.03% | 342.03M | Sep 2023 | JAVA vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.39% | 1.61B | Jun 2006 | JAVA vs DTD |
Lowest Drawdown Alternatives to JAVA
JAVA has a 1-year max drawdown of -8.29%. There are 91 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 Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | JAVA vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | JAVA vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | JAVA vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | JAVA vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | JAVA vs ELCV |
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 $44B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 64 | 7.54% | 40.03B | May 2022 | JAVA vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 26 | 1.33% | 44.26B | May 2020 | JAVA vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.58% | 39.01B | May 2017 | JAVA vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 94 | 1.65% | 9.52B | Oct 2021 | JAVA vs JPIE | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 41 | 1.40% | 3.92B | Sep 2023 | JAVA vs HELO | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Blend Equities | 57 | 11.83% | 8.06B | Nov 2017 | JAVA vs JQUA | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 28 | 15.98% | 4.46B | Oct 2023 | JAVA vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 78 | 21.80% | 2.51B | Nov 2017 | JAVA vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 91 | 1.15% | 3.82B | Feb 1993 | JAVA vs JPLD | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 44 | 1.31% | 13.11B | Jan 2019 | JAVA vs JCPB |
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