JAVA vs. AVUS
Compare and contrast key facts about JPMorgan Active Value ETF (JAVA) and Avantis U.S. Equity ETF (AVUS).
JAVA and AVUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JAVA is an actively managed fund by JPMorgan. It was launched on Oct 4, 2021. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAVA or AVUS.
Correlation
The correlation between JAVA and AVUS is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JAVA vs. AVUS - Performance Comparison
Key characteristics
JAVA:
1.81
AVUS:
1.61
JAVA:
2.60
AVUS:
2.23
JAVA:
1.33
AVUS:
1.30
JAVA:
2.46
AVUS:
2.41
JAVA:
7.63
AVUS:
8.77
JAVA:
2.61%
AVUS:
2.38%
JAVA:
11.01%
AVUS:
12.95%
JAVA:
-16.06%
AVUS:
-37.04%
JAVA:
-2.04%
AVUS:
-0.14%
Returns By Period
In the year-to-date period, JAVA achieves a 5.67% return, which is significantly higher than AVUS's 4.79% return.
JAVA
5.67%
1.98%
8.90%
20.38%
N/A
N/A
AVUS
4.79%
1.72%
10.20%
22.40%
14.47%
N/A
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JAVA vs. AVUS - Expense Ratio Comparison
JAVA has a 0.44% expense ratio, which is higher than AVUS's 0.15% expense ratio.
Risk-Adjusted Performance
JAVA vs. AVUS — Risk-Adjusted Performance Rank
JAVA
AVUS
JAVA vs. AVUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Value ETF (JAVA) and Avantis U.S. Equity ETF (AVUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JAVA vs. AVUS - Dividend Comparison
JAVA's dividend yield for the trailing twelve months is around 1.37%, more than AVUS's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JAVA JPMorgan Active Value ETF | 1.37% | 1.45% | 1.65% | 1.25% | 0.48% | 0.00% | 0.00% |
AVUS Avantis U.S. Equity ETF | 1.21% | 1.27% | 1.41% | 1.60% | 1.08% | 1.19% | 0.35% |
Drawdowns
JAVA vs. AVUS - Drawdown Comparison
The maximum JAVA drawdown since its inception was -16.06%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for JAVA and AVUS. For additional features, visit the drawdowns tool.
Volatility
JAVA vs. AVUS - Volatility Comparison
The current volatility for JPMorgan Active Value ETF (JAVA) is 2.49%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 2.85%. This indicates that JAVA experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.