JDVL vs JLVP

JDVL vs JLVP

Which is better, JDVL or JLVP?

JDVL costs less.

JDVL has a lower expense ratio.

Lower Fees: JDVL

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

MetricJDVLJLVP
Expense Ratio0.56%Best1.05%
AUM$948M$28M
Dividend Yield1.48%0.00%
Holdings41154
YTD Return+15.90%Best+1.10%
1Y Return+21.37%-
Fund FamilyJohn Hancock Investment ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionAug 6, 2025Jul 30, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JDVL vs JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JDVL against instead:JDVL vs SPYJDVL vs QQQJDVL vs VOOJDVL vs VTIJLVP against:JLVP vs VXUS

JDVL vs JLVP Performance

John Hancock Disciplined Value Select ETF (JDVL) is an ETF from John Hancock Investment Management and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, JDVL is up 15.90% versus a gain of 1.10% for JLVP.

Past performance does not guarantee future results.

Fees and Cost Over Time

JDVL charges 0.56% per year while JLVP charges 1.05%. On a $10,000 position that is $56 vs $105 annually, a gap of $49 per year that compounds over a long holding period. On income, JDVL currently yields 1.48% against 0.00% for JLVP.

Holdings Overlap

JDVL already in JLVP44.3%

At least 44.3% of JDVL's money is in holdings JLVP also owns.

Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

The two portfolios partly overlap.

15 positions in common, counted across the 39 positions we hold weights for in JDVL and 153 in JLVP, against full books of 41 and 154.

Top Shared Holdings

StockWeight in JDVLWeight in JLVPDifference
AMZNAmazon.Com Inc7.48%8.99%1.51%
MSFTMicrosoft Corp5.77%6.60%0.83%
METAMeta Platforms Inc3.89%3.27%0.62%
NVDANvidia Corp3.13%1.68%1.45%
NXPINxp Semiconductors Nv Sedol B505Pn73.25%1.52%1.73%
WFCWells Fargo & Co.1.90%2.30%0.40%
ABBVAbbvie Inc.2.19%1.72%0.47%
COFCapital One Financial Corp.2.32%1.57%0.75%
FCXFreeport-mcmoran Copper & Gold Inc.1.97%1.87%0.10%
MSMorgan Stanley2.65%1.02%1.63%

44.3% of JDVL is already inside JLVP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JDVLJLVP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JDVL or JLVP?

JDVL has an expense ratio of 0.56% while JLVP charges 1.05%. JDVL is the cheaper option, by $49 a year on a $10,000 investment.

What is the holdings overlap between JDVL and JLVP?

At least 44.3% of JDVL's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 39 positions we hold weights for in JDVL and 153 in JLVP.

Which pays a higher dividend, JDVL or JLVP?

JDVL yields 1.48% while JLVP yields 0.00%, so JDVL currently pays the higher dividend yield.

Is JLVP better than JDVL?

JDVL has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.