ETF comparison
JAVA vs MGV
Both US Value.
JPMorgan Active Value ETF · Vanguard Morningstar Mega Cap Value ETF
Holdings overlap
67 positions appear in both funds. Buying equal dollars of JAVA and MGV would leave roughly 37.7% 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
MGV 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 MGV.
Top shared holdings
67 shared in total| # | Holding | In JAVA | In MGV | Overlap |
|---|---|---|---|---|
| 1 | Bank of America Corp. | 2.23% | 1.83% | 1.83% |
| 2 | AbbVie, Inc. | 1.64% | 2.09% | 1.64% |
| 3 | UnitedHealth Group, Inc. | 1.48% | 1.63% | 1.48% |
| 4 | Wells Fargo & Co. | 2.59% | 1.22% | 1.22% |
| 5 | Berkshire Hathaway, Inc. | 1.20% | 3.29% | 1.20% |
| 6 | Morgan Stanley | 1.07% | 1.17% | 1.07% |
| 7 | Johnson & Johnson | 1.06% | 2.96% | 1.06% |
| 8 | Citigroup, Inc. | 1.41% | 1.04% | 1.04% |
| 9 | Philip Morris International, Inc. | 1.01% | 1.35% | 1.01% |
| 10 | Chevron Corp. | 0.88% | 1.80% | 0.88% |
| 11 | RTX Corp. | 0.87% | 1.29% | 0.87% |
| 12 | Walt Disney Co. (The) | 1.45% | 0.86% | 0.86% |
Only in JAVA
92 total- Amazon.com, Inc. 6.04%
- Microsoft Corp. 3.19%
- Apple, Inc. 2.60%
- Meta Platforms, Inc. 1.86%
- Western Digital Corp. 1.34%
- Dover Corp. 1.22%
- Southwest Airlines Co. 1.21%
- NXP Semiconductors NV 1.13%
- NVIDIA Corp. 1.10%
- GE HealthCare Technologies, Inc. 1.08%
Only in MGV
54 total- JPMorgan Chase & Co 4.41%
- ExxonMobil Holdings Corp 3.08%
- Costco Wholesale Corp 1.94%
- Cisco Systems Inc 1.81%
- Caterpillar Inc 1.70%
- General Electric Co 1.62%
- Coca-Cola Co/The 1.41%
- Amgen Inc 1.07%
- Linde PLC 1.05%
- Berkshire Hathaway Inc 1.02%
Related comparisons
More comparisons with JAVA
- JAVA vs SPYM · State Street SPDR Portfolio S&P 500 ETF 37.0%
- JAVA vs IVV · iShares Core S&P 500 ETF 37.0%
- JAVA vs DGRO · iShares Core Dividend Growth ETF 37.0%
- JAVA vs VOO · Vanguard S&P 500 ETF 36.9%
- JAVA vs SPY · State Street SPDR S&P 500 ETF Trust 36.4%
- JAVA vs SCHV · Schwab U.S. Large-Cap Value ETF 35.8%
More comparisons with MGV
- MGV vs SPY · State Street SPDR S&P 500 ETF Trust 34.9%
- MGV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 34.0%
- MGV vs IVV · iShares Core S&P 500 ETF 34.0%
- MGV vs VOO · Vanguard S&P 500 ETF 33.8%
- MGV vs SCHB · Schwab U.S. Broad Market ETF 30.8%
- MGV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 30.1%
Percentages are holdings overlap with the named fund.
Open JAVA or MGV 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.