JAVAvsSCHVETF Comparison
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JPMorgan Active Value ETF (JAVA) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. JAVA is more expensive with a Total Expense Ratio (TER) of 0.44%, versus 0.04% for SCHV. JAVA is up 11.4% year-to-date (YTD) with +$982M in YTD flows. SCHV performs better with 16.66% YTD performance, and -$614M in YTD flows. Run a side-by-side ETF comparison of JAVA and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JAVA vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JAVA SCHV | +0.99%-0.24% | +5.45%+7.04% | +11.40%+16.66% | +20.00%+22.99% | +50.86%+58.57% | n/a+67.05% |
| Flows | JAVA SCHV | +$131M+$155M | +$137M-$258M | +$982M-$614M | +$2.04B+$46M | +$5.08B+$558M | -+$955M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JAVA SCHV | +11.10%+12.76% | +11.57%+11.37% | +12.99%+12.93% | n/a+14.59% |
| Max drawdown | JAVA SCHV | -2.19%-3.44% | -8.36%-6.83% | -16.45%-15.13% | n/a-19.73% |
| Max drawdown duration | JAVA SCHV | 7d28d | 86d49d | 269d208d | n/a752d |
Trading data
JAVA | SCHV | |
Last sale 7/24/2026 at 1:30 PM | $80.04 | $34.24 |
| Previous close 07/23/2026 | $79.47 | $34.22 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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JAVA
is actively managed and doesn’t replicate an indexJAVA | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
JAVA | SCHV | |
|---|---|---|
| Last price | $80.04 | $34.24 |
| 1D performance | +0.72% | +0.06% |
| AuM | $6.83 B | $15.79 B |
| E/R | 0.44% | 0.04% |
Characteristics
JAVA | SCHV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 151 | 550 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2021 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
JAVA
USA
94.43%
Other
5.57%
SCHV
USA
96.45%
Other
3.55%
Sectors
JAVA
Finance
25.25%
Technology
20.58%
Industrials
12.62%
Healthcare
12.52%
Consumer Non-Cycl.
7.87%
Other
21.16%
SCHV
Finance
23.1%
Technology
21.4%
Industrials
12.05%
Healthcare
10.46%
Consumer Non-Cycl.
9.84%
Other
23.15%
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Diversification
JAVA
Total weight of top 15 holdings out of 15
29.51%
SCHV
Total weight of top 15 holdings out of 15
27.78%
Top 15 holdings
Data as of June 30, 2026
JAVA
Micron Technology, Inc.
3.26%
Wells Fargo & Co.
2.79%
Alphabet, Inc.
2.63%
Western Digital Corp.
2.61%
Bank of America Corp.
2.29%
Amazon.com, Inc.
2.25%
Meta Platforms, Inc.
1.80%
The Walt Disney Co.
1.69%
UnitedHealth Group, Inc.
1.54%
AbbVie, Inc.
1.48%
Berkshire Hathaway, Inc.
1.48%
Philip Morris International, Inc.
1.46%
The Charles Schwab Corp.
1.43%
Eaton Corp. Plc
1.43%
Dover Corp.
1.36%
SCHV
Micron Technology, Inc.
3.83%
Berkshire Hathaway, Inc.
2.93%
JPMorgan Chase & Co.
2.89%
Intel Corp.
2.01%
Johnson & Johnson
1.87%
Exxon Mobil Corp.
1.83%
Walmart, Inc.
1.69%
Cisco Systems, Inc.
1.53%
Lam Research Corp.
1.50%
Applied Materials, Inc.
1.48%
Caterpillar, Inc.
1.43%
AbbVie, Inc.
1.33%
Bank of America Corp.
1.22%
Procter & Gamble Co.
1.15%
The Home Depot, Inc.
1.09%
Frequently asked questions about JAVA and SCHV
How have the JAVA and SCHV ETFs performed in 2026?
As of July 23, 2026, JAVA is up 11.4% year-to-date (YTD), while SCHV has returned 16.66%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: JAVA or SCHV?
Year-to-date, the JAVA ETF saw +$982M in flows, compared to -$614M for SCHV.
Which ETF is more volatile: JAVA or SCHV?
Over the past year, JAVA had a volatility of 11.57%, while SCHV experienced 11.37%.
Which ETF is bigger: JAVA or SCHV?
As of July 23, 2026, JAVA holds $6.83 B in assets under management (AUM), while SCHV manages $15.79 B.
What sectors do the JAVA and SCHV ETFs invest in?
JAVA leans toward sectors like Finance, Technology and Industrials. Meanwhile, SCHV focuses on Finance, Technology and Industrials.
What are the top holdings of the JAVA ETF and SCHV ETF?
JAVA top holdings include Micron Technology, Inc., Wells Fargo & Co. and Alphabet, Inc.. SCHV holds in its top three: Micron Technology, Inc., Berkshire Hathaway, Inc. and JPMorgan Chase & Co..
Which ETF is more diversified: JAVA or SCHV?
JAVA holds 151 securities with 29.51% of its assets in the top 15. SCHV has 553 securities and a top 15 weight of 27.78%.
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