JDVL vs IWD

AJDVL

BIWD

Measures won1–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.43%JDVL · $143 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common22.8%JDVL and IWD

JDVL

IWD

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.0BiShares Russell 1000 Value ETF · $83.2B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.56%Expense ratio$56 · $18 on $10k · lower wins0.18%

1.43%12-mo yield$143 · $133 on $10k1.33%

−9.2%Worst dropSmaller wins−6.8%

14.3%VolatilityLower wins11.2%

1–3IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDVL · IWD

7.8%AMZN5.9%

6.7%MSFT5.1%

4.1%JPM2.4%

2.4%ABBV1.2%

Held in common22.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.43%	+2.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.43%	+2.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JDVL vs IWD

JDVL

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureJDVLIWD

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield1.43%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y−9.2%−6.8%

Volatility · 1Y14.3%11.2%

3–1measures won
IWD first

22.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: JDVL, IWD

Today

22.8%most shared, JDVL and IWD

JDVLIWD

JDVL—22.8%

IWD22.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

JDVL$143 − $56 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee