Compare · 2 funds side by side · dividends reinvested

JDVL and SPY

JDVLJohn 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

JDVL 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%$805B1.4

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFUS Stock Styles · Value0.56%1.43%+19.6%+22.4%[…][…]−9.2%14.3%$1.0B1.5

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: JDVL 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.0B[…]

JDVL

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 23.8% in common

JDVLMeasureSPY

+19.6%Year to dateJan 1 → Nov 5+8.3%

+22.4%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%

0.56%Expense ratio$56 · $9 a year on $10k · lower is better0.09%

1.43%Trailing 12-mo yield$143 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

JDVLSPY 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

JDVL vs SPY: Top 5 Holdings

Today

JDVL

27.4%in top 5

SPY

in top 527.7%

JDVLStockSPY

8.2%AMZN3.9%

not top 5AAPL7.7%

not top 5NVDA7.3%

7.1%MSFT6.2%

4.3%USFDnot top 5

4.3%JPMnot top 5

3.6%PMnot top 5

not top 5GOOGL2.6%

Held in common23.8%

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

JDVL vs SPY Returns, Every Period

John HancockJDVL

+22.4%

past year

SPYSPDR

+9.7%

past year

JDVLSPYFaded: behind in that period

2–0JDVL wins

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

Stocks vs Core: JDVL vs SPY

YTD

John HancockJDVL

+19.6%

SPYSPDR

+8.3%

+19.6%Year to date+8.3%

−9.2%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

1.4%Yield1.0%

$1.0BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: JDVL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JDVL0.56%$56

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

Yields: JDVL, SPY

1.43%highest, JDVL

FundTrailing yieldYield$10k

JDVL1.43%$143

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JDVL$143 − $56 = $87

KeptFee

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

Overlap: JDVL, SPY

Today

23.8%most shared, JDVL and SPY

JDVLSPY

JDVL—23.8%

SPY23.8%—

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

Return vs Bumpiness: 2 ETFs

+22.4%JDVL, at 14.3% volatility

SPYWorst drop−8.9%13.6% vol

JDVLWorst drop−9.2%14.3% vol

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

Paid More vs Made More

YTD

JDVLSPY

+19.6%Year to date+8.3%

1.4%Yield1.0%

+22.4%Past year+9.7%

0.56%Fee0.09%

3–1JDVL 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026