Which returned more over the last year, IWX or JAVA?

In the year to Oct 9, 2026, with distributions reinvested, IWX returned +28.9% and JAVA +20.3%.

Which is cheaper, IWX or JAVA?

IWX is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWX and JAVA overlap with the S&P 500?

By their latest filed holdings, 100% of IWX and 90% of JAVA by weight is stocks the S&P 500 already holds.

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IWX vs JAVA: Differences, Returns & Fees

IWX and JAVA hold 55% of their weight in the same names, and IWX returned +28.9% over the year. Net assets on Oct 9, 2026: $3.3bn for iShares Russell Top 200 Value ETF and $7.2bn for JPMorgan Active Value ETF.

IWX costs 0.24 points a year less; their one-year returns differ by 8.6 points; JAVA is 2.1 times larger.

IWX vs JAVA: Differences, Returns & Fees
	IWX	JAVA
Expense ratio	0.20%	0.44%
Net assets	$3.3bn	$7.2bn
Total return, 1 year	+28.9%	+20.3%
What it tracks	Russell Top 200 Value Index	No index, actively managed
Holdings in common	55%
Top ten holdings, share of the fund	41.1%	30.6%

Holdings in common uses holdings dated Oct 9, 2026.

+28.9%

IWX total return, 1 year

+20.3%

JAVA total return, 1 year

0.20%

IWX expense ratio

0.44%

JAVA expense ratio

What they hold in common

By the books each fund has filed, IWX and JAVA hold 55% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

55% in common

Positions both hold, largest shared weight first

Holding IWX JAVA

AMAZON.COM INC 8.62% 7.76%

MICROSOFT 7.34% 6.31%

APPLE 8.24% 3.93%

ABBVIE 1.66% 1.82%

BERKSHIRE HATHAWAY INC CLASS B 3.55% 1.32%

JOHNSON & JOHNSON 2.33% 1.28%

CHEVRON 1.45% 1.22%

BANK OF AMERICA 1.21% 2.19%

UNITEDHEALTH GROUP 1.26% 1.18%

PHILIP MORRIS INTERNATIONAL 1.16% 1.12%

META PLATFORMS CLASS A 1.06% 1.55%

RTX 0.93% 0.97%

Only in IWX

JPMORGAN CHASE & CO 3.29%

CISCO SYSTEMS INC 1.73%

COSTCO WHOLESALE CORP 0.87%

LINDE PLC 0.82%

GILEAD SCIENCES 0.69%

QUALCOMM 0.68%

SALESFORCE 0.67%

VERIZON COMMUNICATIONS INC 0.64%

Only in JAVA

HEWLETT PACKARD ENTERPRISE COMPANY 1.29%

DOVER CORP COMMON STOCK 1.10%

NXP SEMICONDUCTORS NV 0.89%

TIMKEN CO/THE COMMON 0.86%

NVIDIA CORP COMMON STOCK 0.84%

VIVMARK RESIDENTIAL REIT 0.74%

INGERSOLL RAND INC 0.71%

GATES INDUSTRIAL CORP 0.68%

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On the same fields

IWX

iShares Russell Top 200 Value ETF

JAVA

JPMorgan Active Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares JPMorgan

What it is Tracks an index Actively managed

Total return, 1 year +28.9% +20.3%

Its benchmark over the same days not published +26.4% (IWD)

Gap to its benchmark not available −6.2 pts vs IWD

Expense ratio 0.20% 0.44%

Already in the S&P 500 99.7% 90.4%

Holdings 153 151

Net assets $3.3bn $7.2bn

IWX and JAVA on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IWX

IWX tracks an index. Over the year to Oct 9, 2026 it returned +28.9% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 153 positions, with the top ten at 41.1%.

About JAVA

JAVA is actively managed and tracks no index. The prospectus expense ratio is 0.44% a year. By its holdings published by its issuer for Oct 9, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 151 positions, with the top ten at 30.6%.

Over the year to Oct 9, 2026 it returned +20.3% with distributions reinvested, against +26.4% for its benchmark, the Russell 1000 Value Index.

Questions people ask

Which returned more over the last year, IWX or JAVA?: In the year to Oct 9, 2026, with distributions reinvested, IWX returned +28.9% and JAVA +20.3%.
Which is cheaper, IWX or JAVA?: IWX is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWX and JAVA overlap with the S&P 500?: By their latest filed holdings, 100% of IWX and 90% of JAVA by weight is stocks the S&P 500 already holds.

Other comparisons

IWX vs SPYD IWX vs SPLV DFLV vs IWX IWX vs VLUE JAVA vs SPHD JAVA vs NULV BGIG vs JAVA JAVA vs PWV

IWX on its own →JAVA on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IWX filings on SEC EDGAR ↗IWX prospectus with the expense ratio (SEC) ↗iShares page for IWX ↗JAVA filings on SEC EDGAR ↗JAVA prospectus with the expense ratio (SEC) ↗JPMorgan website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWX against JAVA, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwx-vs-java

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.