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JDVLvsIUSVETF Comparison

ETF 1
JDVL

John Hancock Disciplined Value Select ETF

This fund is part of
US Large Cap Value
+0.12%
VS
ETF 2
IUSV

iShares Core S&P U.S. Value ETF

This fund is part of
US Large Cap Value
+0.12%

John Hancock Disciplined Value Select ETF (JDVL) and iShares Core S&P U.S. Value ETF (IUSV) belong to the same industry segment: US Large Cap Value. JDVL's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, IUSV's top sector exposures are Information Technology, Financials and Health Care. JDVL is more expensive with a Total Expense Ratio (TER) of 2%, versus 0.04% for IUSV. JDVL is up 8.29% year-to-date (YTD) with +$817M in YTD flows. IUSV performs worse with 4.71% YTD performance, and -$161M in YTD flows. Run a side-by-side ETF comparison of JDVL and IUSV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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JDVL vs IUSV performance and flow charts

Performance

0246810%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

0 M100 M200 M300 MMar 30Apr 7Apr 14Apr 21Apr 28

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Historic performance and flows
Data as of 04/29/2026
1M3MYTD1Y3Y5Y
Perf.
JDVL
IUSV
+10.33%+6.45%
+0.59%+2.18%
+8.29%+4.71%
n/a+22.70%
n/a+51.62%
n/a+64.43%
Flows
JDVL
IUSV
+$333M+$147M
+$817M+$621M
+$817M-$161M
-+$1.66B
-+$5.32B
-+$8.41B
Volatility and drawdown
3M1Y3Y5Y
Volatility
JDVL
IUSV
+16.41%+11.59%
n/a+10.67%
n/a+12.92%
n/a+14.71%
Max drawdown
JDVL
IUSV
-9.12%-6.36%
n/a-6.36%
n/a-17.77%
n/a-17.96%
Max drawdown duration
JDVL
IUSV
64d80d
n/a80d
n/a263d
n/a286d
Trading data

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JDVL
IUSV
Last sale
4/30/2026 at 3:21 PM
$29.24
$107.93
Previous close
04/29/2026
$29.16
$106.96
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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JDVL
is actively managed and doesn’t replicate an index

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JDVL
IUSV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/30/2026 at 3:21 PM
Live
Closed
JDVL
IUSV
Last price
$29.24
$107.93
1D performance
+0.27%
+0.91%
AuM$855.42 M$25.32 B
E/R2%0.04%
Characteristics
JDVL
IUSV
Management strategyActivePassive
ProviderJohn Hancock InvestmentsiShares
Benchmark-S&P 900 Value Index
N° of holdings40707
Asset class-Equities
Trailing 12m distribution yield
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Inception dateAugust 6, 2025July 24, 2000
ESGNoNo
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Exposure

Countries

JDVL
USA
87.06%
Other
12.94%
IUSV
USA
94.93%
Other
5.07%

Sectors

JDVL
Financials
17.68%
Industrials
16.44%
Information Techn.
13.87%
Health Care
11.94%
Energy
8.63%
Consumer Discreti.
7.67%
Other
23.77%
IUSV
Information Techn.
18.19%
Financials
13.39%
Health Care
11.51%
Industrials
11.17%
Consumer Discreti.
10.74%
Consumer Staples
8.94%
Other
26.06%
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Diversification

JDVL

Total weight of top 15 holdings out of 15

49.1%
IUSV

Total weight of top 15 holdings out of 15

26.49%

Top 15 holdings

Data as of March 31, 2026
JDVL
JPMORGAN CHASE
4.27%
AMAZON.COM INC
4.14%
US FOODS HOLDING CORP
3.86%
PHILLIP MORRIS
3.52%
WELLS FARGO
3.44%
MORGAN STANLEY
3.43%
MARATHON PETROLEUM
3.25%
AMERISOURCEBERGEN
3.25%
L3 HARRIS TECHNOLOGIES
2.93%
DIAMONDBACK ENERGY
2.90%
NXP SEMICONDUCTORS
2.85%
CRH PLC
2.85%
KINROSS GOLD
2.83%
HUBBELL
2.79%
APPLIED MATERIAL
2.79%
IUSV
APPLE
6.52%
AMAZON.COM INC
3.34%
EXXON
2.48%
WALMART INC
1.91%
COSTCO WHOLESALE
1.55%
TESLA
1.39%
CHEVRON TEXACO
1.36%
PROCTERGAMBLE
1.17%
HOME DEPOT
1.15%
BK OF AMERICA CO
1.13%
MERCK & CO INC
1.04%
JPMORGAN CHASE
0.89%
WELLS FARGO
0.86%
UNITEDHEALTH GRP
0.86%
JOHNSON&JOHNSON
0.84%
Frequently asked questions about JDVL and IUSV

How have the JDVL and IUSV ETFs performed in 2026?

As of April 29, 2026, JDVL is up 8.29% year-to-date (YTD), while IUSV has returned 4.71%. That puts JDVL better performer ahead so far this year.

Which ETF is attracting more investor money: JDVL or IUSV?

Year-to-date, the JDVL ETF saw +$817M in flows, compared to -$161M for IUSV.

Which ETF is bigger: JDVL or IUSV?

As of April 29, 2026, JDVL holds $855.42 M in assets under management (AUM), while IUSV manages $25.32 B.

What sectors do the JDVL and IUSV ETFs invest in?

JDVL leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, IUSV focuses on Information Technology, Financials and Health Care.

What are the top holdings of the JDVL ETF and IUSV ETF?

JDVL top holdings include JPMORGAN CHASE, AMAZON.COM INC and US FOODS HOLDING CORP. IUSV holds in its top three: APPLE, AMAZON.COM INC and EXXON.

Which ETF is more diversified: JDVL or IUSV?

JDVL holds 40 securities with 49.1% of its assets in the top 15. IUSV has 741 securities and a top 15 weight of 26.49%.

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