ETF comparison
DFLV vs JAVA
Both US Value.
Dimensional US Large Cap Value ETF · JPMorgan Active Value ETF
Holdings overlap
79 positions appear in both funds. Buying equal dollars of DFLV and JAVA would leave roughly 35.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DFLV is 23 bps cheaper than JAVA. On a $100,000 position that's about $230/yr more in fees for JAVA.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DFLV vs JAVA.
Top shared holdings
79 shared in total| # | Holding | In DFLV | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 4.00% | 6.04% | 4.00% |
| 2 | UNITEDHEALTH GROUP INCORPORATED | 1.54% | 1.48% | 1.48% |
| 3 | BERKSHIRE HATHAWAY INC. | 1.81% | 1.20% | 1.20% |
| 4 | MORGAN STANLEY | 1.13% | 1.07% | 1.07% |
| 5 | WELLS FARGO & COMPANY | 1.06% | 2.59% | 1.06% |
| 6 | JOHNSON & JOHNSON | 2.38% | 1.06% | 1.06% |
| 7 | CHEVRON CORPORATION | 1.87% | 0.88% | 0.88% |
| 8 | RTX CORPORATION | 1.13% | 0.87% | 0.87% |
| 9 | BANK OF AMERICA CORPORATION | 0.85% | 2.23% | 0.85% |
| 10 | CONOCOPHILLIPS | 0.87% | 0.84% | 0.84% |
| 11 | META PLATFORMS, INC. | 0.79% | 1.86% | 0.79% |
| 12 | MERCK & CO., INC. | 1.31% | 0.74% | 0.74% |
Only in DFLV
255 total- JPMORGAN CHASE & CO. 4.80%
- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- CISCO SYSTEMS, INC. 1.15%
- VERIZON COMMUNICATIONS INC. 1.14%
- LINDE PUBLIC LIMITED COMPANY 1.09%
- MARATHON PETROLEUM CORPORATION 0.94%
- AT&T INC. 0.90%
- GENERAL MOTORS COMPANY 0.90%
- NORFOLK SOUTHERN CORPORATION 0.87%
- VALERO ENERGY CORPORATION 0.86%
Only in JAVA
80 total- Microsoft Corp. 3.19%
- Apple, Inc. 2.60%
- AbbVie, Inc. 1.64%
- Western Digital Corp. 1.34%
- American Express Co. 1.28%
- NextEra Energy, Inc. 1.24%
- NVIDIA Corp. 1.10%
- Philip Morris International, Inc. 1.01%
- AvalonBay Communities, Inc. 1.00%
- Flowserve Corp. 0.85%
Related comparisons
More comparisons with DFLV
- DFLV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 35.1%
- DFLV vs VO · Vanguard Morningstar Mid-Cap ETF 34.5%
- DFLV vs AVLV · Avantis US Large Cap Value ETF 33.8%
- DFLV vs SPY · State Street SPDR S&P 500 ETF Trust 33.7%
- DFLV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 33.4%
- DFLV vs IVV · iShares Core S&P 500 ETF 33.4%
More comparisons with JAVA
- JAVA vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 35.4%
- JAVA vs SCHV · Schwab U.S. Large-Cap Value ETF 35.2%
- JAVA vs SPY · State Street SPDR S&P 500 ETF Trust 34.8%
- JAVA vs VTI · Vanguard Morningstar Total Stock Market ETF 34.4%
- JAVA vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 34.4%
- JAVA vs SCHB · Schwab U.S. Broad Market ETF 34.3%
Percentages are holdings overlap with the named fund.
Open DFLV or JAVA at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.