JDVL vs VOO
John Hancock Disciplined Value Select ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JDVL delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JDVL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.03% | |
| AUM | $856M | $979.0B | |
| Dividend Yield | 1.47% | 1.09% | |
| Holdings | 41 | 509 | |
| YTD Return | +19.67% | +14.48% | |
| 1Y Return | +30.21% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 12.2% | 14.2% | |
| Max Drawdown | -9.2% | -34.3% | |
| Fund Family | John Hancock Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 6, 2025 | Sep 7, 2010 |
JDVL vs VOO Performance
John Hancock Disciplined Value Select ETF (JDVL) is a ETF from John Hancock Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JDVL returned +30.21% while VOO returned +22.02%. Year to date, JDVL is up 19.67% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.2% for JDVL. 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 -9.2% for JDVL and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDVL charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, JDVL currently yields 1.47% against 1.09% for VOO.
Holdings Overlap
JDVL and VOO share 35 holdings out of 510 unique holdings combined, representing a 16.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JDVL or VOO?
JDVL has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, JDVL or VOO?
Over the past year JDVL returned +30.21% vs +22.02% for VOO, so JDVL leads on 1-year performance. Over the longest common window we track (1 years), JDVL annualized +32.35% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, JDVL or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.2% for JDVL. Worst drawdown: JDVL -9.2% vs VOO -34.3%.
Should I hold both JDVL and VOO?
JDVL and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDVL and VOO?
JDVL and VOO share 35 common holdings with a 16.2% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, JDVL or VOO?
JDVL yields 1.47% while VOO yields 1.09%, so JDVL currently pays the higher dividend yield.
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