Quick Read JAVA charges 0.44% annually versus 0.04% for passive alternatives like VTV. The fund outperformed SPY by nearly 2 ...
JPMorgan Active Value ETF has a portfolio of large and mid cap stocks with intrinsic value characteristics. The JAVA ETF is well-diversified across 171 holdings, but quite concentrated in financials.
Actively-managed JAVA puts emphasis on value and quality factors in creating its large-cap-heavy portfolio. JAVA has underperformed the S&P 500 since the previous note, with materials, utilities, and ...