ETF comparison
IWXvsJAVA
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 roughly47.9%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
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 thecost 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 & COMPANY3.44%
- EXXONMOBIL HOLDINGS CORP2.23%
- CISCO SYSTEMS INC1.82%
- COCA-COLA COMPANY (THE)1.10%
- LINDE PLC0.94%
- COSTCO WHOLESALE CORP0.92%
- VERIZON COMMUNICATIONS INC0.70%
- ABBOTT LABORATORIES0.62%
- GILEAD SCIENCES INC0.62%
- BLACKROCK INC0.58%
Only in JAVA
81 total- Western Digital Corp.1.34%
- Dover Corp.1.22%
- Southwest Airlines Co.1.21%
- NXP Semiconductors NV1.13%
- NVIDIA Corp.1.10%
- GE HealthCare Technologies, Inc.1.08%
- Fifth Third Bancorp1.05%
- AvalonBay Communities, Inc.1.00%
- Hewlett Packard Enterprise Co.0.94%
- Flowserve Corp.0.85%
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 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.