ETF comparison
AVLV vs JAVA
Both US Value.
Holdings overlap
39 positions appear in both funds. Buying equal dollars of AVLV and JAVA would leave roughly 26.7% 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
AVLV is 29 bps cheaper than JAVA. On a $100,000 position that's about $290/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 AVLV vs JAVA.
Top shared holdings
39 shared in total| # | Holding | In AVLV | In JAVA | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 3.29% | 3.19% | 3.19% |
| 2 | Amazon.com Inc | 2.91% | 6.04% | 2.91% |
| 3 | Apple Inc | 2.58% | 2.60% | 2.58% |
| 4 | Meta Platforms Inc | 2.66% | 1.86% | 1.86% |
| 5 | Wells Fargo & Co | 1.33% | 2.59% | 1.33% |
| 6 | American Express Co | 1.16% | 1.28% | 1.16% |
| 7 | Charles Schwab Corp/The | 1.10% | 1.42% | 1.10% |
| 8 | Morgan Stanley | 1.52% | 1.07% | 1.07% |
| 9 | ConocoPhillips | 1.18% | 0.84% | 0.84% |
| 10 | Chevron Corp | 0.77% | 0.88% | 0.77% |
| 11 | QUALCOMM Inc | 0.90% | 0.67% | 0.67% |
| 12 | Goldman Sachs Group Inc/The | 1.28% | 0.66% | 0.66% |
Only in AVLV
259 total- JPMorgan Chase & Co 2.59%
- ExxonMobil Holdings Corp 2.36%
- Costco Wholesale Corp 2.31%
- Verizon Communications Inc 1.69%
- Caterpillar Inc 1.66%
- Progressive Corp/The 1.14%
- Target Corp 1.03%
- General Motors Co 0.99%
- Marathon Petroleum Corp 0.92%
- Allstate Corp/The 0.89%
Only in JAVA
120 total- Bank of America Corp. 2.23%
- AbbVie, Inc. 1.64%
- UnitedHealth Group, Inc. 1.48%
- Walt Disney Co. (The) 1.45%
- Citigroup, Inc. 1.41%
- Eaton Corp. plc 1.36%
- Western Digital Corp. 1.34%
- NextEra Energy, Inc. 1.24%
- Dover Corp. 1.22%
- Berkshire Hathaway, Inc. 1.20%
Related comparisons
More comparisons with AVLV
- AVLV vs QQQ · Invesco QQQ Trust 21.9%
- AVLV vs VO · Vanguard Morningstar Mid-Cap ETF 21.8%
- AVLV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 21.0%
- AVLV vs IWF · iShares Russell 1000 Growth ETF 20.3%
- AVLV vs RPV · Invesco S&P 500 Pure Value ETF 19.3%
- AVLV vs VUG · Vanguard Morningstar Growth ETF 18.1%
More comparisons with JAVA
- 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%
- JAVA vs RPV · Invesco S&P 500 Pure Value ETF 11.7%
Percentages are holdings overlap with the named fund.
Open AVLV or JAVA 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.