JDVI vs VYM

JDVI vs VYM

Which is better, JDVI or VYM?

JDVI has been ahead.

VYM has a lower expense ratio. JDVI led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.7%.

Lower Fees: VYMHigher Returns: JDVILess Concentrated: VYM

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

MetricJDVIVYM
Expense Ratio0.69%0.04%Best
AUM$789M$81.6B
Dividend Yield2.17%2.24%
Holdings44613
YTD Return+17.28%Best+14.82%
1Y Return+32.39%Best+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)12.9%10.0%Best
Max Drawdown-15.0%-14.5%Best
$10,000 over 2.7 years$17,362Best$15,995
Top 10 Weight40.7%25.9%Best
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 19, 2023Nov 10, 2006

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 4, 2026 (2.7 years).

JDVI vs VYM 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 VYM Performance

John Hancock Disciplined Value International Select ETF (JDVI) is an ETF from John Hancock Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JDVI returned +32.39% while VYM returned +20.84%. Year to date, JDVI is up 17.28% versus a gain of 14.82% for VYM.

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 10.0% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JDVI charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, JDVI currently yields 2.17% against 2.24% for VYM.

Holdings Overlap

JDVI already in VYM1.7%
VYM already in JDVI0.1%

1.7% of JDVI's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings JDVI also owns.

JDVI and VYM share little of their money.

The two holdings books were reported 49 days apart, JDVI as of Aug 18, 2026 and VYM 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 603 in VYM, against full books of 44 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for JDVI (97.4% of the fund), and 1 for JDVI that do not appear in VYM (1.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in JDVIWeight in VYMDifference
EGEverest Group Ltd Common Stock1.66%0.06%1.60%

You are not choosing between two funds in isolation.

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

JDVIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JDVI or VYM?

JDVI has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option, by $65 a year on a $10,000 investment.

Which performed better, JDVI or VYM?

Over the past year JDVI returned +32.39% vs +20.84% for VYM, 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 VYM?

JDVI has been the more volatile fund at 12.9% annualized versus 10.0% for VYM. Worst drawdown: JDVI -15.0% vs VYM -14.5%.

Should I hold both JDVI and VYM?

JDVI and VYM have a monthly-return correlation of 0.65, 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 VYM?

1.7% of JDVI's money is in holdings VYM also owns. 0.1% of VYM's is in holdings JDVI also owns. They hold 1 positions in common, counted across the 37 positions we hold weights for in JDVI and 603 in VYM.

Which pays a higher dividend, JDVI or VYM?

JDVI yields 2.17% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than JDVI?

VYM has a lower expense ratio. JDVI led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.