JAVA vs. MFVL

Last updated Aug 4, 2026

JAVA (JPMorgan Active Value ETF) and MFVL (Motley Fool Value Factor ETF) are both Large Cap Value Equities funds. Both are actively managed. Their 0.53 correlation means they have sometimes moved together and sometimes differently. JAVA charges 0.44%/yr vs 0.50%/yr for MFVL.

Performance

JAVA vs. MFVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active Value ETF (JAVA) and Motley Fool Value Factor ETF (MFVL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JAVA achieves a 15.92% return, which is significantly higher than MFVL's 7.45% return.

JAVA

• 1D: 1.37%
• 1M: 3.12%
• 6M: 10.00%
• YTD: 15.92%
• 1Y: 29.39%
• 3Y*: 17.04%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 12.55%

MFVL

• 1D: 1.01%
• 1M: 5.68%
• 6M: 5.87%
• YTD: 7.45%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JAVA JPMorgan Active Value ETF	$49.91M	$37.11M	$35.86M
MFVL Motley Fool Value Factor ETF	$60.88K	$51.81K	$91.23K

JAVA vs. MFVL - Yearly Performance Comparison

	2026 (YTD)	2025
JAVA JPMorgan Active Value ETF	15.92%	1.09%
MFVL Motley Fool Value Factor ETF	7.45%	1.22%

Correlation

The correlation between JAVA and MFVL is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025	0.53

Return for Risk

JAVA vs. MFVL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JAVA

JAVA Risk / Return Rank: 90
JAVA Sharpe Ratio Rank: 93
JAVA Sortino Ratio Rank: 93
JAVA Omega Ratio Rank: 91
JAVA Calmar Ratio Rank: 87
JAVA Martin Ratio Rank: 87

MFVL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JAVA vs. MFVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Value ETF (JAVA) and Motley Fool Value Factor ETF (MFVL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JAVA	MFVL	Difference
Sharpe ratio: Return per unit of total volatility	2.55	—	—
Sortino ratio: Return per unit of downside risk	3.56	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	3.56	—	—
Martin ratio: Return relative to average drawdown	13.50	—	—

Drawdowns

JAVA vs. MFVL - Drawdown Comparison

The maximum JAVA drawdown since its inception was -16.54%, which is greater than MFVL's maximum drawdown of -7.03%. Use the drawdown chart below to compare losses from any high point for JAVA and MFVL.

Drawdown Indicators

	JAVA	MFVL	Difference
Max Drawdown Largest peak-to-trough decline	-16.54%	-7.03%	-9.51%
Max Drawdown (1Y) Largest decline over 1 year	-8.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.54%	—	—
Current Drawdown Current decline from peak	0.00%	-0.90%	+0.90%
Average Drawdown Average peak-to-trough decline	-3.52%	-2.52%	-1.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	—	—

Volatility

Volatility by Period

	JAVA	MFVL	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.71%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.62%	13.83%	-2.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.73%	13.83%	+0.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.73%	13.83%	+0.90%

JAVA vs. MFVL - Expense Ratio Comparison

JAVA has a 0.44% expense ratio, which is lower than MFVL's 0.50% expense ratio.

Dividends

JAVA vs. MFVL - Dividend Comparison

JAVA's dividend yield for the trailing twelve months is around 1.16%, while MFVL has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
JAVA JPMorgan Active Value ETF	1.16%	1.34%	1.45%	1.65%	1.25%	0.48%
MFVL Motley Fool Value Factor ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JAVA and MFVL in my portfolio?

JAVA and MFVL have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JAVA or MFVL?

On fees, JAVA is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JAVA or MFVL?

JAVA is cheaper with a 0.44% expense ratio, compared with 0.50% for MFVL.

Which ETF pays a higher dividend yield, JAVA or MFVL?

JAVA has the higher dividend yield at 1.16%, compared with 0.00% for MFVL.

What is the main difference between JAVA and MFVL?

They also come from different issuers: JPMorgan and Motley Fool. Their fees differ too: 0.44% for JAVA and 0.50% for MFVL.