JAVA vs SEIV

JAVABJPMorgan Active Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

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.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

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.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• 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.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• 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.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full JAVA profile⁠

Full SEIV profile⁠