ETF comparison
JAVA vs SCHD
US Value vs Dividend.
Holdings overlap
19 positions appear in both funds. Buying equal dollars of JAVA and SCHD would leave roughly 10.1% 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
SCHD is 38 bps cheaper than JAVA. On a $100,000 position that's about $380/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 JAVA vs SCHD.
Top shared holdings
19 shared in total| # | Holding | In JAVA | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group, Inc. | 1.48% | 5.09% | 1.48% |
| 2 | Fifth Third Bancorp | 1.05% | 1.13% | 1.05% |
| 3 | Chevron Corp. | 0.88% | 3.83% | 0.88% |
| 4 | ConocoPhillips | 0.84% | 3.51% | 0.84% |
| 5 | Merck & Co., Inc. | 0.74% | 3.86% | 0.74% |
| 6 | QUALCOMM, Inc. | 0.67% | 6.74% | 0.67% |
| 7 | Texas Instruments, Inc. | 0.63% | 5.90% | 0.63% |
| 8 | Bristol-Myers Squibb Co. | 0.63% | 2.93% | 0.63% |
| 9 | EOG Resources, Inc. | 0.60% | 1.82% | 0.60% |
| 10 | Home Depot, Inc. (The) | 0.59% | 3.36% | 0.59% |
| 11 | Procter & Gamble Co. (The) | 0.42% | 3.55% | 0.42% |
| 12 | Ford Motor Co. | 0.37% | 1.72% | 0.37% |
Only in JAVA
140 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%
- Walt Disney Co. (The) 1.45%
- Charles Schwab Corp. (The) 1.42%
- Citigroup, Inc. 1.41%
Only in SCHD
80 total- Coca-Cola Co/The 3.96%
- Verizon Communications Inc 3.65%
- Amgen Inc 3.47%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Accenture PLC 2.90%
- Lockheed Martin Corp 2.70%
- Automatic Data Processing Inc 2.25%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
Related comparisons
More comparisons with JAVA
More comparisons with SCHD
Percentages are holdings overlap with the named fund.
Open JAVA or SCHD 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.