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JAVA vs PY
JPMorgan Active Value ETF vs Principal Value ETF
Key differences
Both JAVA and PY are equity ETFs. JAVA charges 0.44% a year and PY 0.15%. The main difference: PY costs 0.29% less per year.
- PY costs 0.29% less per year.
- JAVA is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JAVA has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JAVA | PY | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.15% |
| Fund size (AUM) | $6.5B | $220M |
| Since | 2021 | 2016 |
| Dividend yield | 1.25% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.4% | +14.9% |
| CAGR 3Y | +17.2% | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 1.02 | 0.77 |
| Volatility 1Y | 11.33% | 10.54% |
| Max drawdown | -16.54% | -45.44% |
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