ETF comparison
IVEvsJAVA
Both US Value.
Holdings overlap
119 positions appear in both funds. Buying equal dollars of IVE and JAVA would leave roughly40.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
IVE is 26 bps cheaper than JAVA. On a $100,000 position that's about $260/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 thecost calculator pre-filled with IVE vs JAVA.
Top shared holdings
119 shared in total| # | Holding | In IVE | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 3.78% | 6.04% | 3.78% |
| 2 | APPLE INC | 7.32% | 2.60% | 2.60% |
| 3 | UNITEDHEALTH GROUP INC | 1.30% | 1.48% | 1.30% |
| 4 | BANK OF AMERICA CORP | 1.28% | 2.23% | 1.28% |
| 5 | CHEVRON CORP | 1.07% | 0.88% | 0.88% |
| 6 | WELLS FARGO & COMPANY | 0.87% | 2.59% | 0.87% |
| 7 | JOHNSON & JOHNSON | 0.86% | 1.06% | 0.86% |
| 8 | ABBVIE INC | 0.83% | 1.64% | 0.83% |
| 9 | CITIGROUP INC | 0.82% | 1.41% | 0.82% |
| 10 | WESTERN DIGITAL CORP | 0.76% | 1.34% | 0.76% |
| 11 | MERCK & COMPANY INC | 1.09% | 0.74% | 0.74% |
| 12 | QUALCOMM INC | 0.67% | 0.67% | 0.67% |
Only in IVE
319 total- EXXONMOBIL HOLDINGS CORP1.95%
- TESLA INC1.55%
- COSTCO WHOLESALE CORP1.43%
- JP MORGAN CHASE & COMPANY0.97%
- VISA INC0.88%
- LINDE PLC0.83%
- CISCO SYSTEMS INC0.75%
- GE AEROSPACE0.64%
- COCA-COLA COMPANY (THE)0.63%
- VERIZON COMMUNICATIONS INC0.61%
Only in JAVA
41 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%
- Performance Food Group Co.0.74%
- Gates Industrial Corp. plc0.74%
- JPMorgan Prime Money Market Fund0.74%
- Booking Holdings, Inc.0.65%
Open IVE 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 methodologyand 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.