JDVL vs SPY

AJDVL

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.48%JDVL · $148 on $10k

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

Held in common22.1%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 · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

1.48%12-mo yield$148 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJDVL · SPY

7.0%MSFT6.3%

8.1%AMZN4.0%

1.9%META2.1%

4.1%JPM1.4%

Held in common22.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk	0.56%	1.48%	0.0%	+15.6%	+18.8%	new	new	−9.2%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk	0.56%	1.48%	0.0%	+15.6%	+18.8%	new	new	−9.2%	$1.0B

End-of-day Nov 6, 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

$17,118

MeasureJDVLSPY

Fee0.56%0.09%

Cost on $10k a year$56$9

Yield1.48%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.6%13.6%

3–1measures won
SPY first

22.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JDVL, SPY, IVV

Today

99.9%most shared, SPY and IVV

JDVLSPYIVV

JDVL—22.1%22.1%

SPY22.1%—99.9%

IVV22.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

JDVL$148 − $56 = $92

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee