JDVL vs. IUSV
JDVL (John Hancock Disciplined Value Select ETF) and IUSV (iShares Core S&P U.S. Value ETF) are both Large Cap Value Equities funds. JDVL is actively managed, while IUSV is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. JDVL charges 0.56%/yr vs 0.04%/yr for IUSV.
Performance
JDVL vs. IUSV - Performance Comparison
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Returns By Period
In the year-to-date period, JDVL achieves a 16.39% return, which is significantly higher than IUSV's 7.96% return.
JDVL
- 1D
- -0.81%
- 1M
- 3.42%
- YTD
- 16.39%
- 6M
- 14.70%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSV
- 1D
- 0.11%
- 1M
- -0.12%
- YTD
- 7.96%
- 6M
- 6.80%
- 1Y
- 19.12%
- 3Y*
- 14.72%
- 5Y*
- 10.91%
- 10Y*
- 12.37%
JDVL vs. IUSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JDVL John Hancock Disciplined Value Select ETF | 16.39% | 10.04% |
IUSV iShares Core S&P U.S. Value ETF | 7.96% | 9.05% |
Correlation
The correlation between JDVL and IUSV is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 6, 2025 | 0.78 |
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Return for Risk
JDVL vs. IUSV — Risk / Return Rank
JDVL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSV
JDVL vs. IUSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value Select ETF (JDVL) and iShares Core S&P U.S. Value ETF (IUSV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JDVL | IUSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.02 | — |
| Martin ratioReturn relative to average drawdown | — | 11.45 | — |
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Drawdowns
JDVL vs. IUSV - Drawdown Comparison
The maximum JDVL drawdown since its inception was -9.17%, smaller than the maximum IUSV drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for JDVL and IUSV.
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Drawdown Indicators
| JDVL | IUSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.17% | -56.88% | +47.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.95% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.54% | — |
Current DrawdownCurrent decline from peak | -1.08% | -1.08% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -6.28% | +4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
JDVL vs. IUSV - Volatility Comparison
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Volatility by Period
| JDVL | IUSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 10.06% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 14.52% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 17.02% | -2.61% |
JDVL vs. IUSV - Expense Ratio Comparison
JDVL has a 0.56% expense ratio, which is higher than IUSV's 0.04% expense ratio.
Dividends
JDVL vs. IUSV - Dividend Comparison
JDVL's dividend yield for the trailing twelve months is around 1.47%, less than IUSV's 1.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.70% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
JDVL John Hancock Disciplined Value Select ETF | 1.47% | 1.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JDVL and IUSV have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSV is cheaper with a 0.04% expense ratio, compared with 0.56% for JDVL.
IUSV has the higher dividend yield at 1.70%, compared with 1.47% for JDVL.
They also come from different issuers: John Hancock and iShares. Their fees differ too: 0.56% for JDVL and 0.04% for IUSV.
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