JGRO vs. JAVA

Last updated Jun 24, 2026

JGRO (JPMorgan Active Growth ETF) and JAVA (JPMorgan Active Value ETF) are both exchange-traded funds - JGRO is a Large Cap Growth Equities fund actively managed by JPMorgan, while JAVA is a Large Cap Value Equities fund actively managed by JPMorgan. Both are actively managed. Over the past 3 years, JGRO returned 20.47%/yr vs 16.59%/yr for JAVA. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 0.44% expense ratio.

Performance

JGRO vs. JAVA - Performance Comparison

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

Returns By Period

In the year-to-date period, JGRO achieves a 2.50% return, which is significantly lower than JAVA's 10.04% return.

JGRO

• 1D: -1.89%
• 1M: -2.14%
• YTD: 2.50%
• 6M: 1.02%
• 1Y: 15.05%
• 3Y*: 20.47%
• 5Y*: —
• 10Y*: —

JAVA

• 1D: -0.98%
• 1M: 2.65%
• YTD: 10.04%
• 6M: 9.09%
• 1Y: 23.62%
• 3Y*: 16.59%
• 5Y*: —
• 10Y*: —

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

JGRO vs. JAVA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JGRO JPMorgan Active Growth ETF	2.50%	14.71%	32.77%	37.74%	-10.43%
JAVA JPMorgan Active Value ETF	10.04%	14.92%	15.52%	10.46%	2.50%

Correlation

The correlation between JGRO and JAVA is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (All Time) Calculated using the full available price history since Aug 9, 2022	0.65

The correlation between JGRO and JAVA has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.

JGRO vs. JAVA - Sectors Allocation Comparison

Sectors	JGRO	JAVA
Technology	47.2%	18.1%
Communication Services	12.8%	7.7%
Consumer Cyclical	10.8%	9.4%
Healthcare	9.9%	12.3%
Industrials	8.7%	14.2%
Financial Services	4.8%	19.1%
Consumer Defensive	3.7%	5.2%
Energy	1.6%	4.2%
Basic Materials	0.3%	3.0%
Real Estate	0.2%	3.2%
Utilities	0.1%	3.7%

Return for Risk

JGRO vs. JAVA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JGRO

JGRO Risk / Return Rank: 24
JGRO Sharpe Ratio Rank: 27
JGRO Sortino Ratio Rank: 25
JGRO Omega Ratio Rank: 25
JGRO Calmar Ratio Rank: 21
JGRO Martin Ratio Rank: 23

JAVA

JAVA Risk / Return Rank: 64
JAVA Sharpe Ratio Rank: 67
JAVA Sortino Ratio Rank: 68
JAVA Omega Ratio Rank: 63
JAVA Calmar Ratio Rank: 62
JAVA Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JGRO vs. JAVA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) and JPMorgan Active Value ETF (JAVA). 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.

	JGRO	JAVA	Difference
Sharpe ratio: Return per unit of total volatility	0.92	2.04	-1.12
Sortino ratio: Return per unit of downside risk	1.33	2.89	-1.56
Omega ratio: Gain probability vs. loss probability	1.17	1.36	-0.19
Calmar ratio: Return relative to maximum drawdown	0.92	2.86	-1.94
Martin ratio: Return relative to average drawdown	2.74	10.52	-7.78

JGRO vs. JAVA - Sharpe Ratio Comparison

The current JGRO Sharpe Ratio is 0.92, which is lower than the JAVA Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of JGRO and JAVA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JGRO vs. JAVA - Drawdown Comparison

The maximum JGRO drawdown since its inception was -22.70%, which is greater than JAVA's maximum drawdown of -16.54%. Use the drawdown chart below to compare losses from any high point for JGRO and JAVA.

Drawdown Indicators

	JGRO	JAVA	Difference
Max Drawdown Largest peak-to-trough decline	-22.70%	-16.54%	-6.16%
Max Drawdown (1Y) Largest decline over 1 year	-16.44%	-8.29%	-8.15%
Max Drawdown (3Y) Largest decline over 3 years	-22.70%	-16.54%	-6.16%
Current Drawdown Current decline from peak	-4.40%	-1.34%	-3.06%
Average Drawdown Average peak-to-trough decline	-4.83%	-3.60%	-1.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.51%	2.25%	+3.26%

Volatility

JGRO vs. JAVA - Volatility Comparison

JPMorgan Active Growth ETF (JGRO) has a higher volatility of 6.41% compared to JPMorgan Active Value ETF (JAVA) at 4.04%. This indicates that JGRO's price experiences larger fluctuations and is considered to be riskier than JAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JGRO	JAVA	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.41%	4.04%	+2.37%
Volatility (6M) Calculated over the trailing 6-month period	12.61%	8.91%	+3.70%
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	11.65%	+4.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.99%	14.82%	+5.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.99%	14.82%	+5.17%

JGRO vs. JAVA - Expense Ratio Comparison

Both JGRO and JAVA have an expense ratio of 0.44%.

Dividends

JGRO vs. JAVA - Dividend Comparison

JGRO's dividend yield for the trailing twelve months is around 0.15%, less than JAVA's 1.23% yield.

Position	TTM	2025	2024	2023	2022	2021
JAVA JPMorgan Active Value ETF	1.23%	1.34%	1.45%	1.65%	1.25%	0.48%
JGRO JPMorgan Active Growth ETF	0.15%	0.16%	0.10%	0.17%	0.16%	0.00%

Frequently Asked Questions

Can I hold both JGRO and JAVA in my portfolio?

JGRO and JAVA have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JGRO or JAVA?

JGRO has higher volatility (6.41%) compared to JAVA (4.04%). In terms of maximum drawdown, JGRO dropped -22.70% vs JAVA's -16.54%.

Which ETF is better, JGRO or JAVA?

On 3-year performance, JGRO leads with 20.47% vs 16.59% for JAVA. Both ETFs have the same 0.44% expense ratio. On volatility, JAVA has been the lower-risk option at 4.04%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JGRO or JAVA?

Over the 3-year period, JGRO has performed better with a 20.47% return vs 16.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JGRO or JAVA?

JGRO and JAVA have the same expense ratio: 0.44% per year.

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

JAVA has the higher dividend yield at 1.23%, compared with 0.15% for JGRO.

What is the main difference between JGRO and JAVA?

JGRO is categorized as Large Cap Growth Equities, while JAVA is Large Cap Value Equities.

Which has better risk-adjusted returns?

JAVA currently has the higher Sharpe Ratio (2.04 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.