ETF comparison
IWD vs JAVA
Both US Value.
Holdings overlap
134 positions appear in both funds. Buying equal dollars of IWD and JAVA would leave roughly 44.0% 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
IWD 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 the cost calculator pre-filled with IWD vs JAVA.
Top shared holdings
134 shared in total| # | Holding | In IWD | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% | 6.04% | 5.93% |
| 2 | MICROSOFT CORPORATION | 3.88% | 3.19% | 3.19% |
| 3 | APPLE INC. | 5.37% | 2.60% | 2.60% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.20% | 1.20% |
| 5 | ABBVIE INC. | 1.15% | 1.64% | 1.15% |
| 6 | JOHNSON & JOHNSON | 1.71% | 1.06% | 1.06% |
| 7 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.48% | 1.05% |
| 8 | BANK OF AMERICA CORPORATION | 0.98% | 2.23% | 0.98% |
| 9 | CHEVRON CORPORATION | 0.86% | 0.88% | 0.86% |
| 10 | Philip Morris International Inc. | 0.79% | 1.01% | 0.79% |
| 11 | MERCK & CO., INC. | 0.89% | 0.74% | 0.74% |
| 12 | RTX CORPORATION | 0.72% | 0.87% | 0.72% |
Only in IWD
736 total- JPMORGAN CHASE & CO. 2.45%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- THE COCA-COLA COMPANY 0.78%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- COSTCO WHOLESALE CORPORATION 0.65%
- VERIZON COMMUNICATIONS INC. 0.50%
- ABBOTT LABORATORIES 0.44%
- GILEAD SCIENCES, INC. 0.44%
- BLACKROCK, INC. 0.41%
Only in JAVA
25 total- Western Digital Corp. 1.34%
- NXP Semiconductors NV 1.13%
- NVIDIA Corp. 1.10%
- Corning, Inc. 0.79%
- Booking Holdings, Inc. 0.65%
- Texas Instruments, Inc. 0.63%
- AerCap Holdings NV 0.60%
- Toast, Inc. 0.60%
- Micron Technology, Inc. 0.59%
- Alphabet, Inc. 0.52%
Related comparisons
More comparisons with IWD
- IWD vs FELC · Fidelity Enhanced Large Cap Core ETF 43.3%
- IWD vs DSI · iShares ESG MSCI KLD 400 ETF 42.5%
- IWD vs LRGF · iShares U.S. Equity Factor ETF 42.1%
- IWD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 39.2%
- IWD vs XLG · Invesco S&P 500 Top 50 ETF 38.3%
- IWD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 35.8%
More comparisons with JAVA
- JAVA vs PRF · Invesco RAFI US 1000 ETF 40.4%
- JAVA vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 40.2%
- JAVA vs IVE · iShares S&P 500 Value ETF 40.2%
- JAVA vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 39.2%
- JAVA vs IUSV · iShares Core S&P U.S. Value ETF 38.7%
- JAVA vs VTV · Vanguard Morningstar Value ETF 38.5%
Percentages are holdings overlap with the named fund.
Open IWD 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.