Compare · 2 funds side by side · dividends reinvested

JDVI and SPY

JDVIJohn Hancock×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

JDVI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.4

John Hancock Investments - Disciplined Value International Select ETFInternational · Ex-US broad0.69%2.22%+9.4%+16.5%[…][…]−12.5%18.3%$814M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JDVI 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Disciplined Value International Select ETF · $814M[…]

JDVI

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JDVIMeasureSPY

+9.4%Year to dateJan 1 → Nov 5+8.3%

+16.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

2.22%Trailing 12-mo yield$222 · $103 a year on $10k1.03%

−12.5%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer13.6%

JDVISPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JDVI vs SPY: Top 5 Holdings

Today

JDVI

21.5%in top 5

SPY

in top 527.7%

JDVIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.0%ROPnot top 5

5.0%NOVNnot top 5

not top 5AMZN3.9%

3.9%8316.Tnot top 5

3.9%Knot top 5

3.8%6501.Tnot top 5

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

JDVI vs SPY Returns, Every Period

John HancockJDVI

+16.5%

past year

SPYSPDR

+9.7%

past year

JDVISPYFaded: behind in that period

2–0JDVI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: JDVI vs SPY

YTD

John HancockJDVI

+9.4%

SPYSPDR

+8.3%

+9.4%Year to date+8.3%

−12.5%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y13.6%

2.2%Yield1.0%

$814MAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDVI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JDVI0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JDVI, SPY

2.22%highest, JDVI

FundTrailing yieldYield$10k

JDVI2.22%$222

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, JDVI

JDVI$222 − $69 = $153

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JDVI, SPY

Today

0.1%most shared, JDVI and SPY

JDVISPY

JDVI—0.1%

SPY0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%JDVI, at 18.3% volatility

SPYWorst drop−8.9%13.6% vol

JDVIWorst drop−12.5%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JDVISPY

+9.4%Year to date+8.3%

2.2%Yield1.0%

+16.5%Past year+9.7%

0.69%Fee0.09%

3–1JDVI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026