Screener
LOWV vs JAVA
AB US Low Volatility Equity ETF vs JPMorgan Active Value ETF
Key differences
LOWV is an equity ETF, while JAVA is a fixed income ETF. LOWV charges 0.39% a year and JAVA 0.44%.
- LOWV is an equity fund, while JAVA is a fixed income fund. They carry different risk/return profiles.
- JAVA is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JAVA has delivered higher annualized returns.
Side-by-side comparison
| LOWV | JAVA | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.44% |
| Fund size (AUM) | $204M | $6.5B |
| Since | 2023 | 2021 |
| Dividend yield | 0.90% | 1.25% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.9% | +23.4% |
| CAGR 3Y | +15.9% | +17.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.98 | 1.02 |
| Volatility 1Y | 10.57% | 11.33% |
| Max drawdown | -13.87% | -16.54% |
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