SCHVvsJAVAETF Comparison
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Schwab U.S. Large-Cap Value ETF (SCHV) and JPMorgan Active Value ETF (JAVA) belong to the same industry segment: US Large Cap Value. SCHV's top 3 sector exposures are Financials, Information Technology and Industrials. In contrast, JAVA's top sector exposures are Financials, Industrials and Health Care. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.44% for JAVA. SCHV is up 8.42% year-to-date (YTD) with -$395M in YTD flows. JAVA performs worse with 5.09% YTD performance, and +$864M in YTD flows. Run a side-by-side ETF comparison of SCHV 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.
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SCHV vs JAVA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHV JAVA | +6.85%+7.01% | +2.96%+0.01% | +8.42%+5.09% | +26.45%+24.33% | +54.58%+50.07% | +57.96%n/a |
| Flows | SCHV JAVA | -$574M+$245M | -$392M+$678M | -$395M+$864M | +$330M+$2.28B | +$724M+$5.07B | +$1.09B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV JAVA | +12.83%+13.01% | +10.95%+11.66% | +12.82%+13.01% | +14.57%n/a |
| Max drawdown | SCHV JAVA | -6.83%-8.36% | -6.83%-8.36% | -15.13%-16.45% | -19.73%n/a |
| Max drawdown duration | SCHV JAVA | 49d80d | 49d80d | 208d269d | 752dn/a |
Trading data
SCHV | JAVA | |
Last sale 4/30/2026 at 3:06 PM | $32.32 | $75.83 |
| Previous close 04/29/2026 | $31.94 | $75.23 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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JAVA
is actively managed and doesn’t replicate an indexSCHV | JAVA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/30/2026 at 3:06 PM
Live
Closed
SCHV | JAVA | |
|---|---|---|
| Last price | $32.32 | $75.83 |
| 1D performance | +1.19% | +0.79% |
| AuM | $14.95 B | $6.35 B |
| E/R | 0.04% | 0.44% |
Characteristics
SCHV | JAVA | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Schwab ETFs | J.P. Morgan Asset Management |
| Benchmark | Dow Jones U.S. Large-Cap Value Total Stock Market Index | - |
| N° of holdings | 518 | 149 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2009 | October 4, 2021 |
| ESG | No | No |
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Exposure
Countries
SCHV
USA
94.8%
Other
5.2%
JAVA
USA
93.74%
Other
6.26%
Sectors
SCHV
Financials
19.53%
Information Techn.
14.02%
Industrials
13.58%
Health Care
12.07%
Consumer Staples
8.59%
Energy
7.93%
Other
24.28%
JAVA
Financials
19.96%
Industrials
13.8%
Health Care
13.48%
Information Techn.
11.59%
Communication Ser.
7.53%
Consumer Discreti.
7.15%
Other
26.49%
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Diversification
SCHV
Total weight of top 15 holdings out of 15
25.02%
JAVA
Total weight of top 15 holdings out of 15
28.85%
Top 15 holdings
Data as of March 31, 2026
SCHV
BERKSHIRE HATHWAY
3.19%
JPMORGAN CHASE
2.88%
EXXON
2.53%
JOHNSON&JOHNSON
2.11%
WALMART INC
1.96%
MICRON TECHNOLOGY
1.47%
CHEVRON TEXACO
1.42%
ABBVIE
1.36%
PROCTERGAMBLE
1.21%
HOME DEPOT
1.20%
CISCO-T
1.19%
CATERPILLAR
1.19%
BK OF AMERICA CO
1.17%
MERCK & CO INC
1.08%
COCA-COLA
1.06%
JAVA
WELLS FARGO
2.74%
BERKSHIRE HATHWAY
2.56%
ALPHABET INC-CL
2.50%
BK OF AMERICA CO
2.21%
AMAZON.COM INC
2.04%
JOHNSON&JOHNSON
1.95%
CHEVRON TEXACO
1.89%
PHILLIP MORRIS
1.79%
META PLATFORMS
1.77%
CHARLES SCHWAB
1.70%
RAYTHEON TECHNOLOGIES CORPORD
1.69%
EOG RESOURCES
1.64%
WESTERN DIGITAL
1.61%
WALT DISNEY
1.39%
NXP SEMICONDUCTORS
1.37%
Frequently asked questions about SCHV and JAVA
How have the SCHV and JAVA ETFs performed in 2026?
As of April 29, 2026, SCHV is up 8.42% year-to-date (YTD), while JAVA has returned 5.09%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: SCHV or JAVA?
Year-to-date, the SCHV ETF saw -$395M in flows, compared to +$864M for JAVA.
Which ETF is more volatile: SCHV or JAVA?
Over the past year, SCHV had a volatility of 10.95%, while JAVA experienced 11.66%.
Which ETF is bigger: SCHV or JAVA?
As of April 29, 2026, SCHV holds $14.95 B in assets under management (AUM), while JAVA manages $6.35 B.
What sectors do the SCHV and JAVA ETFs invest in?
SCHV leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, JAVA focuses on Financials, Industrials and Health Care.
What are the top holdings of the SCHV ETF and JAVA ETF?
SCHV top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. JAVA holds in its top three: WELLS FARGO, BERKSHIRE HATHWAY and ALPHABET INC-CL.
Which ETF is more diversified: SCHV or JAVA?
SCHV holds 552 securities with 25.02% of its assets in the top 15. JAVA has 155 securities and a top 15 weight of 28.85%.
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