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TALV vs JAVA

Transamerica Large Value Active ETF vs JPMorgan Active Value ETF

TALV

Transamerica Large Value Active ETF

Annual cost

Fund size

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

Key differences

TALV is an equity ETF, while JAVA is a fixed income ETF.

  • TALV is an equity fund, while JAVA is a fixed income fund. They carry different risk/return profiles.

Side-by-side comparison

TALVJAVA
Annual cost (TER)0.44%
Fund size (AUM)$6.5B
Since2021
Dividend yield1.25%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+23.4%
CAGR 3YN/A+17.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y11.33%
Max drawdown-7.23%-16.54%

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

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