ETF comparison
JAVA vs VOE
Both US Value.
JPMorgan Active Value ETF · Vanguard Morningstar Mid-Cap Value ETF
Holdings overlap
36 positions appear in both funds. Buying equal dollars of JAVA and VOE would leave roughly 13.8% 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
VOE is 39 bps cheaper than JAVA. On a $100,000 position that's about $390/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 VOE.
Top shared holdings
36 shared in total| # | Holding | In JAVA | In VOE | Overlap |
|---|---|---|---|---|
| 1 | Arthur J Gallagher & Co. | 0.99% | 1.02% | 0.99% |
| 2 | Hewlett Packard Enterprise Co. | 0.94% | 1.03% | 0.94% |
| 3 | Fifth Third Bancorp | 1.05% | 0.88% | 0.88% |
| 4 | Carrier Global Corp. | 0.83% | 1.00% | 0.83% |
| 5 | IQVIA Holdings, Inc. | 0.55% | 0.56% | 0.55% |
| 6 | Air Products and Chemicals, Inc. | 0.53% | 0.56% | 0.53% |
| 7 | Dover Corp. | 1.22% | 0.52% | 0.52% |
| 8 | GE HealthCare Technologies, Inc. | 1.08% | 0.50% | 0.50% |
| 9 | Xcel Energy, Inc. | 0.46% | 0.86% | 0.46% |
| 10 | AvalonBay Communities, Inc. | 1.00% | 0.45% | 0.45% |
| 11 | Cencora, Inc. | 0.44% | 0.90% | 0.44% |
| 12 | Southwest Airlines Co. | 1.21% | 0.43% | 0.43% |
Only in JAVA
123 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%
- UnitedHealth Group, Inc. 1.48%
- Walt Disney Co. (The) 1.45%
- Charles Schwab Corp. (The) 1.42%
Only in VOE
134 total- Cummins Inc 1.70%
- Valero Energy Corp 1.33%
- Marathon Petroleum Corp 1.29%
- CRH PLC 1.23%
- United Rentals Inc 1.22%
- SLB Ltd 1.20%
- General Motors Co 1.20%
- Simon Property Group Inc 1.19%
- Phillips 66 1.17%
- Warner Bros Discovery Inc 1.10%
Related comparisons
More comparisons with JAVA
More comparisons with VOE
- VOE vs DGRO · iShares Core Dividend Growth ETF 13.5%
- VOE vs SCHD · Schwab U.S. Dividend Equity ETF 10.2%
- VOE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 10.0%
- VOE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 9.9%
- VOE vs IVV · iShares Core S&P 500 ETF 9.9%
- VOE vs VOO · Vanguard S&P 500 ETF 9.9%
Percentages are holdings overlap with the named fund.
Open JAVA or VOE 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.