JDVL vs VLUE

AJDVL

BVLUE

Measures won1–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,140VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.61%VLUE · $161 on $10k

Smallest drop−9.0%VLUE · worst fall in 1Y

Held in common7.9%JDVL and VLUE

JDVL

VLUE

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.0BiShares MSCI USA Value Factor ETF · $9.4B

[…]3 years · per year[…] · $24,054+34.0%

[…]5 years · per year[…] · $21,140+16.2%

0.56%Expense ratio$56 · $15 on $10k · lower wins0.15%

1.46%12-mo yield$146 · $161 on $10k1.61%

−9.2%Worst dropSmaller wins−9.0%

14.1%VolatilityLower wins20.6%

1–3VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDVL · VLUE

1.7%MU20.2%

2.2%DIS1.7%

1.7%FDX1.3%

2.0%WFC1.2%

Held in common7.9%

End-of-day Nov 3, 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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.46%	0.0%	+17.0%	+20.0%	new	new	−9.2%	$1.0B

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

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	AJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk		0.56%	1.46%	0.0%	+17.0%	+20.0%	new	new	−9.2%	$1.0B

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

Cards for this view

JDVL vs VLUE

JDVL

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

[…]

VLUE

iShares MSCI USA Value Factor

$21,140

MeasureJDVLVLUE

Fee0.56%0.15%

Cost on $10k a year$56$15

Yield1.46%1.61%

5 years, per year[…]+16.2%

3 years, per year[…]+34.0%

Worst drop · 1Y−9.2%−9.0%

Volatility · 1Y14.1%20.6%

3–1measures won
VLUE first

7.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JDVL, VLUE

Today

7.9%most shared, JDVL and VLUE

JDVLVLUE

JDVL—7.9%

VLUE7.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VLUE

VLUE$161 − $15 = $146

JDVL$146 − $56 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee