AVLV vs JAVA

AVLVAAvantis U.S. Large Cap Value ETF

JAVABJPMorgan Active Value ETF

In short

AVLV —No data

JAVA JPMorgan's value team picks roughly 160 cheap-looking companies, sector by sector, and keeps the portfolio style-pure instead of drifting toward growth. Active stock picking priced below the typical active value fund.

Stated mandate

AVLV —No data

JAVA JAVA seeks long-term capital appreciation through an actively managed, style-pure value equity portfolio. It uses fundamental, bottom-up research to identify attractively valued companies within sectors and draws on JPMorgan’s U.S. Value and Large Cap Value approaches.

Why people hold it

AVLV —No data

• JAVA Charges 0.44% a year against a 0.55% median for active value funds. Human stock picking without the usual active-management markup.
• Style-pure by design: bottom-up research favors the cheaper names inside each sector, so the portfolio stays value rather than sliding toward growth.jpmorgan.com
• About 160 holdings measured against the Russell 1000 Value Index: spread out enough to blunt single-stock blowups, tight enough for the picks to register.
• A multi-billion-dollar fund that sits in the top quartile of its active value peer group, paying distributions quarterly.

Worth knowing

AVLV —No data

• JAVA Systematic value rivals cost far less, with AVLV at 0.15% and DFLV at 0.21%. The extra fee buys human judgment, which can trail the benchmark as easily as beat it.
• Moderately traded rather than a volume heavyweight, so spreads can run wider than the largest index value funds.
• Live since 2021, so the ETF's own record is short, though it leans on JPMorgan's longer-running U.S. Value and Large Cap Value approaches.

Full AVLV profile⁠

Full JAVA profile⁠