ETF comparison
JAVA vs VYM
US Value vs Dividend.
JPMorgan Active Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
83 positions appear in both funds. Buying equal dollars of JAVA and VYM would leave roughly 32.3% 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
VYM 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 VYM.
Top shared holdings
83 shared in total| # | Holding | In JAVA | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Bank of America Corp. | 2.23% | 1.66% | 1.66% |
| 2 | AbbVie, Inc. | 1.64% | 1.80% | 1.64% |
| 3 | UnitedHealth Group, Inc. | 1.48% | 1.52% | 1.48% |
| 4 | Wells Fargo & Co. | 2.59% | 1.07% | 1.07% |
| 5 | Johnson & Johnson | 1.06% | 2.51% | 1.06% |
| 6 | Philip Morris International, Inc. | 1.01% | 1.21% | 1.01% |
| 7 | Morgan Stanley | 1.07% | 0.96% | 0.96% |
| 8 | Citigroup, Inc. | 1.41% | 0.89% | 0.89% |
| 9 | Chevron Corp. | 0.88% | 1.48% | 0.88% |
| 10 | RTX Corp. | 0.87% | 1.18% | 0.87% |
| 11 | Merck & Co., Inc. | 0.74% | 1.31% | 0.74% |
| 12 | NextEra Energy, Inc. | 1.24% | 0.74% | 0.74% |
Only in JAVA
76 total- Amazon.com, Inc. 6.04%
- Microsoft Corp. 3.19%
- Apple, Inc. 2.60%
- Meta Platforms, Inc. 1.86%
- Charles Schwab Corp. (The) 1.42%
- Western Digital Corp. 1.34%
- American Express Co. 1.28%
- Dover Corp. 1.22%
- Berkshire Hathaway, Inc. 1.20%
- NVIDIA Corp. 1.10%
Only in VYM
521 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Cisco Systems Inc 1.86%
- Caterpillar Inc 1.50%
- Coca-Cola Co/The 1.38%
- Oracle Corp 0.90%
- Linde PLC 0.90%
- Verizon Communications Inc 0.80%
- Amgen Inc 0.78%
Related comparisons
More comparisons with JAVA
- JAVA vs DFUV · Dimensional US Marketwide Value ETF 32.3%
- JAVA vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 30.0%
- 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%
More comparisons with VYM
- VYM vs IWV · iShares Russell 3000 ETF 32.2%
- VYM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 32.1%
- VYM vs SCHB · Schwab U.S. Broad Market ETF 32.1%
- VYM vs VTI · Vanguard Morningstar Total Stock Market ETF 32.0%
- VYM vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 32.0%
- VYM vs ESGU · iShares ESG Aware MSCI USA ETF 31.8%
Percentages are holdings overlap with the named fund.
Open JAVA or VYM 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.