JHDV vs SPY

AJHDV

BSPY

Measures won3–2JHDV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.34%JHDV · $234 on $10k

Smallest drop−8.3%JHDV · worst fall in 1Y

Held in common36.9%JHDV and SPY

JHDV

SPY

John Hancock Investments - U.S. High Dividend ETF · $12MState Street SPDR S&P 500 ETF · $778B

+20.8%3 years · per year$17,637 · $18,039+21.7%

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

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

2.34%12-mo yield$234 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–2JHDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHDV · SPY

7.3%NVDA6.9%

5.9%MSFT6.3%

5.7%AAPL7.9%

2.3%AVGO2.2%

Held in common36.9%

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

Both

5Y2 funds

#			Trend
1	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%	$777.7B
2	AJHDV	John Hancock Investments - U.S. High Dividend ETFRead Desk		0.34%	2.34%	0.0%	+13.2%	+14.0%	+20.8%	new	−8.3%	$12M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AJHDV	John Hancock Investments - U.S. High Dividend ETFRead Desk		0.34%	2.34%	0.0%	+13.2%	+14.0%	+20.8%	new	−8.3%	$12M

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

JHDV vs SPY

JHDV

John Hancock Investments - U.S. High Dividend

[…]

SPY

SPDR S&P 500

$17,118

MeasureJHDVSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield2.34%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.8%+21.7%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y13.2%13.6%

3–2measures won
JHDV first

36.9%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JHDV, SPY

Today

36.9%most shared, JHDV and SPY

JHDVSPY

JHDV—36.9%

SPY36.9%—

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

Income After Fees on $10,000

$200most kept, JHDV

JHDV$234 − $34 = $200

SPY$103 − $9 = $94

KeptFee

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