JAVA vs VOO
JPMorgan Active Value ETF vs Vanguard S&P 500 ETF
Which is better, JAVA or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. JAVA led over 1Y, VOO over 3Y, 5Y and the full window. JAVA is less concentrated, with 28.8% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JAVA | VOO |
|---|---|---|
| Expense Ratio | 0.44% | 0.03%Best |
| AUM | $7.1B | $997.4B |
| Dividend Yield | 1.18% | 1.04% |
| Holdings | 155 | 509 |
| YTD Return | +12.62%Best | +12.25% |
| 1Y Return | +19.83%Best | +17.03% |
| 3Y Return (annualized) | +16.88% | +21.25%Best |
| 5Y Return (annualized) | +11.88% | +13.08%Best |
| Volatility (annualized) | 14.4%Best | 15.6% |
| Max Drawdown | -16.5%Best | -24.5% |
| $10,000 over 5 years | $17,529 | $18,490Best |
| Top 10 Weight | 28.8%Best | 37.6% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 4, 2021 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 5, 2021 to Sep 17, 2026 (5 years).
JAVA vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5 years both funds cover.
JAVA vs VOO Performance
JPMorgan Active Value ETF (JAVA) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JAVA returned +19.83% while VOO returned +17.03%. Year to date, JAVA is up 12.62% versus a gain of 12.25% for VOO.
Over three years, JAVA compounded at +16.88% per year against +21.25% for VOO; over five years the annualized figures are +11.88% and +13.08% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.4% for JAVA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.5% for JAVA and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JAVA charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, JAVA currently yields 1.18% against 1.04% for VOO.
Holdings Overlap
90.6% of JAVA's money is in holdings VOO also owns. 57.1% of VOO's money is in holdings JAVA also owns.
Most of JAVA is already inside VOO. Owning both mostly buys the same companies twice.
131 positions in common, counted across the 155 positions we hold weights for in JAVA and 494 in VOO, against full books of 155 and 509.
What only one of them owns
Our book lists 356 positions for VOO that do not appear in our book for JAVA (42.1% of the fund), and 19 for JAVA that do not appear in VOO (7.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JAVA | Weight in VOO | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 7.27% | 4.13% | 3.14% |
| MSFTMicrosoft Corp | 5.87% | 5.36% | 0.51% |
| AAPLApple, Inc | 3.05% | 7.05% | 4.00% |
| NVDANvidia Corp | 0.57% | 7.55% | 6.98% |
| METAMeta Platforms Inc | 1.81% | 1.90% | 0.09% |
| BACBank of America Corp.: Financials | 2.46% | 0.63% | 1.83% |
| GOOGAlphabet Inc | 0.35% | 2.62% | 2.27% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.46% | 1.46% | 0.00% |
| WFCWells Fargo & Co. | 2.23% | 0.41% | 1.82% |
| JNJJohnson & Johnson - Common | 1.17% | 0.96% | 0.21% |
90.6% of JAVA is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JAVA or VOO?
JAVA has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, JAVA or VOO?
Over the past year JAVA returned +19.83% vs +17.03% for VOO, so JAVA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JAVA or VOO?
VOO has been the more volatile fund at 15.6% annualized versus 14.4% for JAVA. Worst drawdown: JAVA -16.5% vs VOO -24.5%.
Should I hold both JAVA and VOO?
JAVA and VOO have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JAVA and VOO?
90.6% of JAVA's money is in holdings VOO also owns. 57.1% of VOO's is in holdings JAVA also owns. They hold 131 positions in common, counted across the 155 positions we hold weights for in JAVA and 494 in VOO.
Which pays a higher dividend, JAVA or VOO?
JAVA yields 1.18% while VOO yields 1.04%, so JAVA currently pays the higher dividend yield.
Is VOO better than JAVA?
VOO has a lower expense ratio. JAVA led over 1Y, VOO over 3Y, 5Y and the full window. JAVA is less concentrated, with 28.8% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.