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IWDvsJAVAETF Comparison
iShares Russell 1000 Value ETF (IWD) and JPMorgan Active Value ETF (JAVA) belong to the same industry segment: US Large Cap Value. IWD's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, JAVA's top sector exposures are Financials, Health Care and Information Technology. IWD is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.44% for JAVA. IWD is up 2.08% year-to-date (YTD) with -$3.51B in YTD flows. JAVA performs worse with -0.22% YTD performance, and +$585M in YTD flows. Run a side-by-side ETF comparison of IWD and JAVA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IWD vs JAVA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD JAVA | -3.38%-5.45% | +1.87%-0.51% | +2.08%-0.22% | +18.78%+16.43% | +55.32%+50.94% | +55.40%n/a |
| Flows | IWD JAVA | +$1.14B+$232M | -$3.12B+$682M | -$3.51B+$585M | -$1.55B+$2.38B | -$3.22B+$4.79B | -$2.13B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD JAVA | +11.16%+12.23% | +15.73%+15.60% | +13.15%+13.14% | +14.80%n/a |
| Max drawdown | IWD JAVA | -4.82%-6.89% | -12.07%-11.69% | -15.64%-16.45% | -19.11%n/a |
| Max drawdown duration | IWD JAVA | 11d32d | 52d77d | 213d269d | 700dn/a |
IWD | JAVA | |
Last sale 3/13/2026 at 1:30 PM | $214.75 | $71.55 |
| Previous close 03/12/2026 | $214.67 | $71.56 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWD | JAVA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWD | JAVA | |
|---|---|---|
| Last price | $214.75 | $71.55 |
| 1D performance | +0.04% | -0.01% |
| AuM | $67.79 B | $5.76 B |
| E/R | 0.18% | 0.44% |
IWD | JAVA | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell 1000 Value Index | - |
| N° of holdings | 789 | 157 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | October 4, 2021 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWD and JAVA ETFs performed in 2026?
As of March 12, 2026, IWD is up 2.08% year-to-date (YTD), while JAVA has lost -0.22%. That puts IWD better performer ahead so far this year.
Which ETF is attracting more investor money: IWD or JAVA?
Year-to-date, the IWD ETF saw -$3.51B in flows, compared to +$585M for JAVA.
Which ETF is more volatile: IWD or JAVA?
Over the past year, IWD had a volatility of 15.73%, while JAVA experienced 15.6%.
Which ETF is bigger: IWD or JAVA?
As of March 12, 2026, IWD holds $67.79 B in assets under management (AUM), while JAVA manages $5.76 B.
What sectors do the IWD and JAVA ETFs invest in?
IWD leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, JAVA focuses on Financials, Health Care and Information Technology.
What are the top holdings of the IWD ETF and JAVA ETF?
IWD top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL. JAVA holds in its top three: ALPHABET INC-CL, WELLS FARGO and BK OF AMERICA CO.
Which ETF is more diversified: IWD or JAVA?
IWD holds 868 securities with 24.21% of its assets in the top 15. JAVA has 162 securities and a top 15 weight of 28.11%.
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