ETF comparison
IWX vs JAVA
Both US Value.
iShares Russell Top 200 Value ETF · JPMorgan Active Value ETF
Holdings overlap
77 positions appear in both funds. Buying equal dollars of IWX and JAVA would leave roughly 46.1% of each dollar exposed to the same underlying securities.
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
77 shared in total| # | Holding | In IWX | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | 4.30% | 2.52% | 2.52% |
| 2 | Alphabet Inc. | 2.34% | 2.53% | 2.34% |
| 3 | Amazon.com, Inc. | 2.67% | 2.06% | 2.06% |
| 4 | Johnson & Johnson | 2.86% | 1.91% | 1.91% |
| 5 | CHEVRON CORP | 1.88% | 1.78% | 1.78% |
| 6 | Bank of America Corp. | 1.43% | 2.21% | 1.43% |
| 7 | RTX Corp. | 1.25% | 1.65% | 1.25% |
| 8 | Philip Morris International Inc. | 1.25% | 1.75% | 1.25% |
| 9 | Wells Fargo & Co. | 1.20% | 2.69% | 1.20% |
| 10 | Meta Platforms Inc | 1.08% | 1.85% | 1.08% |
| 11 | UnitedHealth Group Inc. | 1.20% | 0.99% | 0.99% |
| 12 | NextEra Energy Inc | 0.94% | 1.27% | 0.94% |
Only in IWX
77 total- JPMorgan Chase & Co. 3.89%
- Alphabet Inc. 2.88%
- Cisco Systems, Inc. 1.50%
- Caterpillar Inc 1.40%
- Linde PLC 1.13%
- Verizon Communications Inc. 1.03%
- Intel Corporation 0.95%
- Applied Materials Inc. 0.94%
- Abbott Laboratories 0.86%
- Pfizer Inc. 0.78%
Only in JAVA
79 total- JPMorgan Prime Money Market Fund 1.74%
- Western Digital Corp. 1.52%
- NXP Semiconductors NV 1.36%
- AbbVie, Inc. 1.14%
- Vertex Pharmaceuticals, Inc. 1.10%
- Dover Corp. 1.07%
- Fifth Third Bancorp 0.90%
- Ryder System, Inc. 0.82%
- Gates Industrial Corp. plc 0.74%
- Performance Food Group Co. 0.73%
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.