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LRGC vs JAVA

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

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

Key differences

LRGC is an equity ETF, while JAVA is a fixed income ETF. LRGC charges 0.39% a year and JAVA 0.44%.

  • LRGC is an equity fund, while JAVA is a fixed income fund. They carry different risk/return profiles.
  • JAVA is much larger than LRGC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LRGCJAVA
Annual cost (TER)0.39%0.44%
Fund size (AUM)$1.3B$6.5B
Since20232021
Dividend yield0.54%1.25%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.2%+23.4%
CAGR 3YN/A+17.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y12.15%11.33%
Max drawdown-19.38%-16.54%

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

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