ETF comparison
IWM vs JAVA
US Small Cap vs US Value.
Holdings overlap
2 positions appear in both funds. Buying equal dollars of IWM and JAVA would leave roughly 0.2% 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
IWM is 25 bps cheaper than JAVA. On a $100,000 position that's about $250/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 IWM vs JAVA.
Top shared holdings
2 shared in total| # | Holding | In IWM | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | Kontoor Brands, Inc. | 0.15% | 0.51% | 0.15% |
| 2 | Chemours Co. (The) | 0.10% | 0.31% | 0.10% |
Only in IWM
2,012 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- UMB Financial Corp. 0.33%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
Only in JAVA
157 total- Amazon.com, Inc. 6.04%
- Microsoft Corp. 3.19%
- Apple, Inc. 2.60%
- Wells Fargo & Co. 2.59%
- Bank of America Corp. 2.23%
- Meta Platforms, Inc. 1.86%
- AbbVie, Inc. 1.64%
- UnitedHealth Group, Inc. 1.48%
- Walt Disney Co. (The) 1.45%
- Charles Schwab Corp. (The) 1.42%
Related comparisons
More comparisons with IWM
- IWM vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 0.2%
- IWM vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 0.1%
- IWM vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 0.1%
- IWM vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
- IWM vs SCHV · Schwab U.S. Large-Cap Value ETF 0.0%
- IWM vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 0.0%
More comparisons with JAVA
- JAVA vs IWX · iShares Russell Top 200 Value ETF 47.9%
- JAVA vs IWD · iShares Russell 1000 Value ETF 44.0%
- 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%
Percentages are holdings overlap with the named fund.
Open IWM 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.