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JAVA vs LRGC

JPMorgan Active Value ETF vs AB US Large Cap Strategic Equities ETF

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

Both JAVA and LRGC are equity ETFs. JAVA charges 0.44% a year and LRGC 0.39%. The main difference: JAVA is much larger than LRGC. Larger funds are usually more liquid and less likely to close.

  • JAVA is much larger than LRGC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JAVALRGC
Annual cost (TER)0.44%0.39%
Fund size (AUM)$6.5B$1.3B
Since20212023
Dividend yield1.25%0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+23.4%+21.2%
CAGR 3Y+17.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.02N/A
Volatility 1Y11.33%12.15%
Max drawdown-16.54%-19.38%

Similar to JAVA and LRGC