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JAVA vs NBCR
JPMorgan Active Value ETF vs Neuberger Core Equity ETF
Key differences
Both JAVA and NBCR are equity ETFs. JAVA charges 0.44% a year and NBCR 0.29%. The main difference: JAVA follows a active selection strategy; NBCR uses index tracking.
- JAVA follows a active selection strategy; NBCR uses index tracking.
- NBCR costs 0.15% less per year.
- JAVA is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JAVA | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.29% |
| Fund size (AUM) | $6.5B | $886M |
| Since | 2021 | 2024 |
| Dividend yield | 1.25% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.4% | +20.5% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | N/A |
| Volatility 1Y | 11.33% | 11.75% |
| Max drawdown | -16.54% | -18.23% |
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