JDVL vs SPY

AJDVL

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.43%JDVL · $143 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common23.8%JDVL and SPY

JDVL

SPY

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.0BState Street SPDR S&P 500 ETF · $805B

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

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

0.56%Expense ratio$56 · $9 on $10k · lower wins0.09%

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

−9.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDVL · SPY

7.1%MSFT6.2%

8.2%AMZN3.9%

2.0%META2.1%

1.7%NVDA7.3%

Held in common23.8%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.43%	−3.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.43%	−3.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

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

Cards for this view

JDVL vs SPY

JDVL

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

[…]

SPY

SPDR S&P 500

$17,099

MeasureJDVLSPY

Fee0.56%0.09%

Cost on $10k a year$56$9

Yield1.43%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.3%13.6%

3–1measures won
SPY first

23.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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