JDVL vs. AVLV

Last updated Jun 6, 2026

JDVL (John Hancock Disciplined Value Select ETF) and AVLV (Avantis U.S. Large Cap Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. JDVL charges 0.56%/yr vs 0.15%/yr for AVLV.

Performance

JDVL vs. AVLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Disciplined Value Select ETF (JDVL) and Avantis U.S. Large Cap Value ETF (AVLV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JDVL achieves a 12.39% return, which is significantly lower than AVLV's 18.85% return.

JDVL

• 1D: -3.31%
• 1M: 1.71%
• YTD: 12.39%
• 6M: 13.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVLV

• 1D: -1.74%
• 1M: 1.68%
• YTD: 18.85%
• 6M: 19.67%
• 1Y: 37.43%
• 3Y*: 22.49%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JDVL vs. AVLV - Yearly Performance Comparison

	2026 (YTD)	2025
JDVL John Hancock Disciplined Value Select ETF	12.39%	10.04%
AVLV Avantis U.S. Large Cap Value ETF	18.85%	9.93%

Correlation

The correlation between JDVL and AVLV is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 7, 2025	0.88

Return for Risk

JDVL vs. AVLV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVLV

AVLV Risk / Return Rank: 91
AVLV Sharpe Ratio Rank: 90
AVLV Sortino Ratio Rank: 91
AVLV Omega Ratio Rank: 89
AVLV Calmar Ratio Rank: 91
AVLV Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JDVL vs. AVLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value Select ETF (JDVL) and Avantis U.S. Large Cap Value ETF (AVLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JDVL	AVLV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.03	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.09	0.84	+1.26

Drawdowns

JDVL vs. AVLV - Drawdown Comparison

The maximum JDVL drawdown since its inception was -9.17%, smaller than the maximum AVLV drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for JDVL and AVLV.

Drawdown Indicators

	JDVL	AVLV	Difference
Max Drawdown Largest peak-to-trough decline	-9.17%	-19.50%	+10.33%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.39%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.50%	—
Current Drawdown Current decline from peak	-3.31%	-1.74%	-1.57%
Average Drawdown Average peak-to-trough decline	-1.30%	-3.93%	+2.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.60%	—

Volatility

Volatility by Period

	JDVL	AVLV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.36%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.97%	12.40%	+1.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.97%	17.36%	-3.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.97%	17.36%	-3.39%

JDVL vs. AVLV - Expense Ratio Comparison

JDVL has a 0.56% expense ratio, which is higher than AVLV's 0.15% expense ratio.

Dividends

JDVL vs. AVLV - Dividend Comparison

JDVL's dividend yield for the trailing twelve months is around 1.52%, more than AVLV's 1.08% yield.

Position	TTM	2025	2024	2023	2022	2021
AVLV Avantis U.S. Large Cap Value ETF	1.08%	1.33%	1.58%	1.85%	2.00%	0.29%
JDVL John Hancock Disciplined Value Select ETF	1.52%	1.71%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JDVL and AVLV in my portfolio?

JDVL and AVLV have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JDVL or AVLV?

On fees, AVLV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JDVL or AVLV?

AVLV is cheaper with a 0.15% expense ratio, compared with 0.56% for JDVL.

Which ETF pays a higher dividend yield, JDVL or AVLV?

JDVL has the higher dividend yield at 1.52%, compared with 1.08% for AVLV.

What is the main difference between JDVL and AVLV?

They also come from different issuers: John Hancock and Avantis. Their fees differ too: 0.56% for JDVL and 0.15% for AVLV.