ETF comparison
JAVA vs VIG
US Value vs Dividend.
JPMorgan Active Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
59 positions appear in both funds. Buying equal dollars of JAVA and VIG would leave roughly 30.0% 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
VIG is 40 bps cheaper than JAVA. On a $100,000 position that's about $400/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 VIG.
Top shared holdings
59 shared in total| # | Holding | In JAVA | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp. | 3.19% | 4.34% | 3.19% |
| 2 | Apple, Inc. | 2.60% | 4.45% | 2.60% |
| 3 | Bank of America Corp. | 2.23% | 1.75% | 1.75% |
| 4 | AbbVie, Inc. | 1.64% | 1.92% | 1.64% |
| 5 | UnitedHealth Group, Inc. | 1.48% | 1.63% | 1.48% |
| 6 | Morgan Stanley | 1.07% | 1.09% | 1.07% |
| 7 | Johnson & Johnson | 1.06% | 2.67% | 1.06% |
| 8 | NextEra Energy, Inc. | 1.24% | 0.78% | 0.78% |
| 9 | Merck & Co., Inc. | 0.74% | 1.39% | 0.74% |
| 10 | Analog Devices, Inc. | 0.72% | 0.78% | 0.72% |
| 11 | International Business Machines Corp. | 0.70% | 0.91% | 0.70% |
| 12 | Eaton Corp. plc | 1.36% | 0.70% | 0.70% |
Only in JAVA
100 total- Amazon.com, Inc. 6.04%
- Wells Fargo & Co. 2.59%
- Meta Platforms, Inc. 1.86%
- Walt Disney Co. (The) 1.45%
- Charles Schwab Corp. (The) 1.42%
- Citigroup, Inc. 1.41%
- Capital One Financial Corp. 1.37%
- Western Digital Corp. 1.34%
- American Express Co. 1.28%
- Southwest Airlines Co. 1.21%
Only in VIG
274 total- Broadcom Inc 4.63%
- JPMorgan Chase & Co 4.07%
- ExxonMobil Holdings Corp 2.78%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- Cisco Systems Inc 1.98%
- Costco Wholesale Corp 1.83%
- Caterpillar Inc 1.62%
- Coca-Cola Co/The 1.47%
- KLA Corp 1.03%
Related comparisons
More comparisons with JAVA
- JAVA vs AVLV · Avantis US Large Cap Value ETF 22.2%
- JAVA vs QQQ · Invesco QQQ Trust 22.0%
- JAVA vs VUG · Vanguard Morningstar Growth ETF 19.9%
- JAVA vs IWF · iShares Russell 1000 Growth ETF 16.7%
- JAVA vs VO · Vanguard Morningstar Mid-Cap ETF 14.1%
- JAVA vs VOE · Vanguard Morningstar Mid-Cap Value ETF 13.8%
More comparisons with VIG
- VIG vs QQQM · Invesco NASDAQ 100 ETF 29.8%
- VIG vs QQQ · Invesco QQQ Trust 29.8%
- VIG vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 29.4%
- VIG vs SCHG · Schwab U.S. Large-Cap Growth ETF 28.8%
- VIG vs FELG · Fidelity Enhanced Large Cap Growth ETF 28.4%
- VIG vs MTUM · iShares MSCI USA Momentum Factor ETF 28.0%
Percentages are holdings overlap with the named fund.
Open JAVA or VIG 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.