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BLCV vs JAVA

iShares Large Cap Value Active ETF vs JPMorgan Active Value ETF

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$325M

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

Key differences

Both BLCV and JAVA are equity ETFs. BLCV charges 0.46% a year and JAVA 0.44%. The main difference: JAVA is much larger than BLCV. Larger funds are usually more liquid and less likely to close.

  • JAVA is much larger than BLCV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BLCV has delivered higher annualized returns.

Side-by-side comparison

BLCVJAVA
Annual cost (TER)0.46%0.44%
Fund size (AUM)$325M$6.5B
Since20232021
Dividend yield1.27%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.7%+23.4%
CAGR 3Y+19.3%+17.2%
CAGR 5YN/AN/A
Sharpe 3Y1.161.02
Volatility 1Y11.65%11.33%
Max drawdown-13.44%-16.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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