ETF comparison
IWX vs JAVA
Both US Value.
iShares Russell Top 200 Value ETF · JPMorgan Active Value ETF
Holdings overlap
79 positions appear in both funds. Buying equal dollars of IWX and JAVA would leave roughly 47.9% 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
IWX is 24 bps cheaper than JAVA. On a $100,000 position that's about $240/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 IWX vs JAVA.
Top shared holdings
79 shared in total| # | Holding | In IWX | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 8.32% | 6.04% | 6.04% |
| 2 | MICROSOFT CORP | 5.44% | 3.19% | 3.19% |
| 3 | APPLE INC | 7.53% | 2.60% | 2.60% |
| 4 | ABBVIE INC | 1.61% | 1.64% | 1.61% |
| 5 | UNITEDHEALTH GROUP INC | 1.47% | 1.48% | 1.47% |
| 6 | BANK OF AMERICA CORP | 1.38% | 2.23% | 1.38% |
| 7 | BERKSHIRE HATHAWAY INC | 3.66% | 1.20% | 1.20% |
| 8 | JOHNSON & JOHNSON | 2.40% | 1.06% | 1.06% |
| 9 | PHILIP MORRIS INTERNATIONAL INC | 1.11% | 1.01% | 1.01% |
| 10 | WELLS FARGO & COMPANY | 0.99% | 2.59% | 0.99% |
| 11 | MORGAN STANLEY | 0.92% | 1.07% | 0.92% |
| 12 | META PLATFORMS INC | 0.88% | 1.86% | 0.88% |
Only in IWX
72 total- JP MORGAN CHASE & COMPANY 3.44%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CISCO SYSTEMS INC 1.82%
- COCA-COLA COMPANY (THE) 1.10%
- LINDE PLC 0.94%
- COSTCO WHOLESALE CORP 0.92%
- VERIZON COMMUNICATIONS INC 0.70%
- ABBOTT LABORATORIES 0.62%
- GILEAD SCIENCES INC 0.62%
- BLACKROCK INC 0.58%
Only in JAVA
80 total- Western Digital Corp. 1.34%
- Dover Corp. 1.22%
- Southwest Airlines Co. 1.21%
- NXP Semiconductors NV 1.13%
- NVIDIA Corp. 1.10%
- GE HealthCare Technologies, Inc. 1.08%
- Fifth Third Bancorp 1.05%
- AvalonBay Communities, Inc. 1.00%
- Hewlett Packard Enterprise Co. 0.94%
- Flowserve Corp. 0.85%
Related comparisons
More comparisons with IWX
- IWX vs SPY · State Street SPDR S&P 500 ETF Trust 47.1%
- IWX vs DFUV · Dimensional US Marketwide Value ETF 46.5%
- IWX vs DFLV · Dimensional US Large Cap Value ETF 46.4%
- IWX vs SCHB · Schwab U.S. Broad Market ETF 44.2%
- IWX vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 43.1%
- IWX vs VTI · Vanguard Morningstar Total Stock Market ETF 43.0%
More comparisons with JAVA
- 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%
- JAVA vs IUSV · iShares Core S&P U.S. Value ETF 38.7%
Percentages are holdings overlap with the named fund.
Open IWX 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.