JDVI vs VTI

JDVI vs VTI

Which is better, JDVI or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. JDVI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: JDVI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJDVIVTI
Expense Ratio0.69%0.03%Best
AUM$781M$666.9B
Dividend Yield2.07%1.03%
Holdings443,543
YTD Return+15.91%Best+12.57%
1Y Return+26.54%Best+17.22%
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)12.9%12.1%Best
Max Drawdown-15.0%Best-19.3%
$10,000 over 2.7 years$17,096Best$16,549
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 19, 2023May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 20, 2023 to Sep 11, 2026 (2.7 years).

JDVI vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.7 years both funds cover.

JDVI vs VTI Performance

John Hancock Disciplined Value International Select ETF (JDVI) is an ETF from John Hancock Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JDVI returned +26.54% while VTI returned +17.22%. Year to date, JDVI is up 15.91% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JDVI has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.1% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.0% for JDVI and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JDVI charges 0.69% per year while VTI charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, JDVI currently yields 2.07% against 1.03% for VTI.

Holdings Overlap

JDVI already in VTI1.7%

At least 1.7% of JDVI's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

JDVI and VTI share little of their money.

The two holdings books were reported 49 days apart, JDVI as of Aug 18, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 37 positions we hold weights for in JDVI and 2,787 in VTI, against full books of 44 and 3,543.

Top Shared Holdings

StockWeight in JDVIWeight in VTIDifference
RE:BMEverest Re Group Ltd.1.66%0.02%1.64%

You are not choosing between two funds in isolation.

Whichever of JDVI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JDVIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JDVI or VTI?

JDVI has an expense ratio of 0.69% while VTI charges 0.03%. VTI is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, JDVI or VTI?

Over the past year JDVI returned +26.54% vs +17.22% for VTI, so JDVI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JDVI or VTI?

JDVI has been the more volatile fund at 12.9% annualized versus 12.1% for VTI. Worst drawdown: JDVI -15.0% vs VTI -19.3%.

Should I hold both JDVI and VTI?

JDVI and VTI have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between JDVI and VTI?

At least 1.7% of JDVI's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 37 positions we hold weights for in JDVI and 2,787 in VTI.

Which pays a higher dividend, JDVI or VTI?

JDVI yields 2.07% while VTI yields 1.03%, so JDVI currently pays the higher dividend yield.

Is VTI better than JDVI?

VTI has a lower expense ratio. JDVI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.