Compare · 3 funds side by side · dividends reinvested

JDVL, SCHD and VUG

JDVLJohn Hancock×SCHDSchwab×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

JDVL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFUS Stock Styles · Value0.56%1.48%+19.6%+22.4%[…][…]−9.2%14.3%$1.1B2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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: JDVL 2025 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.1B[…]

JDVL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

JDVLMeasureSCHD

+19.6%Year to dateJan 1 → Nov 5+32.3%

+22.4%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

1.48%Trailing 12-mo yield$148 · $298 a year on $10k2.98%

−9.2%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

JDVL vs SCHD: Top 5 Holdings

Today

JDVL

27.4%in top 5

SCHD

in top 521.7%

JDVLStockSCHD

8.2%AMZNnot top 5

7.1%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

4.3%USFDnot top 5

4.3%JPMnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

3.6%PMnot top 5

Held in common3.5%

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

JDVL vs SCHD Returns, Every Period

John HancockJDVL

+22.4%

past year

SCHDSchwab

+38.7%

past year

JDVLSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: JDVL vs SCHD

YTD

John HancockJDVL

+19.6%

SCHDSchwab

+32.3%

+19.6%Year to date+32.3%

−9.2%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.7%

1.5%Yield3.0%

$1.1BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JDVL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

JDVL0.56%$56

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

Yields: JDVL, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

JDVL1.48%$148

VUG0.43%$43

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

JDVL$148 − $56 = $92

VUG$43 − $3 = $40

KeptFee

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

Overlap: JDVL, SCHD, VUG

Today

18.4%most shared, JDVL and VUG

JDVLSCHDVUG

JDVL—3.5%18.4%

SCHD3.5%—0.8%

VUG18.4%0.8%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JDVLWorst drop−9.2%14.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDJDVL

+32.3%Year to date+19.6%

3.0%Yield1.5%

+38.7%Past year+22.4%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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