ETF comparison
IUSV vs JAVA
Both US Value.
Holdings overlap
129 positions appear in both funds. Buying equal dollars of IUSV and JAVA would leave roughly 38.7% 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
IUSV is 40 bps cheaper than JAVA. On a $100,000 position that's about $400/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 IUSV vs JAVA.
Top shared holdings
129 shared in total| # | Holding | In IUSV | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 3.56% | 6.04% | 3.56% |
| 2 | APPLE INC | 6.90% | 2.60% | 2.60% |
| 3 | UNITEDHEALTH GROUP INC | 1.23% | 1.48% | 1.23% |
| 4 | BANK OF AMERICA CORP | 1.21% | 2.23% | 1.21% |
| 5 | CHEVRON CORP | 1.01% | 0.88% | 0.88% |
| 6 | WELLS FARGO & COMPANY | 0.82% | 2.59% | 0.82% |
| 7 | JOHNSON & JOHNSON | 0.81% | 1.06% | 0.81% |
| 8 | ABBVIE INC | 0.78% | 1.64% | 0.78% |
| 9 | CITIGROUP INC | 0.78% | 1.41% | 0.78% |
| 10 | MERCK & COMPANY INC | 1.03% | 0.74% | 0.74% |
| 11 | WESTERN DIGITAL CORP | 0.72% | 1.34% | 0.72% |
| 12 | QUALCOMM INC | 0.63% | 0.67% | 0.63% |
Only in IUSV
608 total- EXXONMOBIL HOLDINGS CORP 1.84%
- TESLA INC 1.46%
- COSTCO WHOLESALE CORP 1.35%
- JP MORGAN CHASE & COMPANY 0.91%
- VISA INC 0.83%
- LINDE PLC 0.78%
- CISCO SYSTEMS INC 0.71%
- GE AEROSPACE 0.61%
- COCA-COLA COMPANY (THE) 0.59%
- VERIZON COMMUNICATIONS INC 0.57%
Only in JAVA
30 total- Microsoft Corp. 3.19%
- Meta Platforms, Inc. 1.86%
- Berkshire Hathaway, Inc. 1.20%
- NVIDIA Corp. 1.10%
- RTX Corp. 0.87%
- Flowserve Corp. 0.85%
- Gates Industrial Corp. plc 0.74%
- Booking Holdings, Inc. 0.65%
- AerCap Holdings NV 0.60%
- Toast, Inc. 0.60%
Related comparisons
More comparisons with IUSV
- IUSV vs QQQ · Invesco QQQ Trust 30.6%
- IUSV vs AVLV · Avantis US Large Cap Value ETF 28.1%
- IUSV vs VO · Vanguard Morningstar Mid-Cap ETF 25.8%
- IUSV vs VUG · Vanguard Morningstar Growth ETF 25.3%
- IUSV vs IWF · iShares Russell 1000 Growth ETF 22.9%
- IUSV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 19.1%
More comparisons with JAVA
- JAVA vs VTV · Vanguard Morningstar Value ETF 38.5%
- JAVA vs MGV · Vanguard Morningstar Mega Cap Value ETF 37.2%
- JAVA vs SPYM · State Street SPDR Portfolio S&P 500 ETF 37.0%
- JAVA vs IVV · iShares Core S&P 500 ETF 37.0%
- JAVA vs DGRO · iShares Core Dividend Growth ETF 37.0%
- JAVA vs VOO · Vanguard S&P 500 ETF 36.9%
Percentages are holdings overlap with the named fund.
Open IUSV 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.