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JDVLvsIWDETF Comparison
John Hancock Disciplined Value Select ETF (JDVL) and iShares Russell 1000 Value ETF (IWD) belong to the same industry segment: US Large Cap Value. JDVL's top 3 sector exposures are Financials, Industrials and Health Care. In contrast, IWD's top sector exposures are Financials, Industrials and Information Technology. JDVL is more expensive with a Total Expense Ratio (TER) of 2%, versus 0.18% for IWD. JDVL is up 2.63% year-to-date (YTD) with +$486M in YTD flows. IWD performs better with 3.48% YTD performance, and -$3.55B in YTD flows. Run a side-by-side ETF comparison of JDVL and IWD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
JDVL vs IWD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JDVL IWD | -4.98%-3.22% | +1.83%+2.73% | +2.63%+3.48% | n/a+19.94% | n/a+57.45% | n/a+58.83% |
| Flows | JDVL IWD | +$486M+$1.16B | +$486M-$2.98B | +$486M-$3.55B | --$1.54B | --$3.26B | --$2.08B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JDVL IWD | +14.35%+10.83% | n/a+15.67% | n/a+13.13% | n/a+14.80% |
| Max drawdown | JDVL IWD | -5.17%-3.52% | n/a-12.07% | n/a-15.64% | n/a-19.11% |
| Max drawdown duration | JDVL IWD | 28d10d | n/a52d | n/a213d | n/a700d |
JDVL | IWD | |
Last sale 3/12/2026 at 1:48 PM | $27.64 | $215.65 |
| Previous close 03/11/2026 | $27.64 | $217.58 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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JDVL | IWD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
JDVL | IWD | |
|---|---|---|
| Last price | $27.64 | $215.65 |
| 1D performance | +0.00% | -0.89% |
| AuM | $498.34 M | $68.68 B |
| E/R | 2% | 0.18% |
JDVL | IWD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | John Hancock Investments | iShares |
| Benchmark | - | Russell 1000 Value Index |
| N° of holdings | 40 | 789 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 6, 2025 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the JDVL and IWD ETFs performed in 2026?
As of March 11, 2026, JDVL is up 2.63% year-to-date (YTD), while IWD has returned 3.48%. That puts IWD better performer ahead so far this year.
Which ETF is attracting more investor money: JDVL or IWD?
Year-to-date, the JDVL ETF saw +$486M in flows, compared to -$3.55B for IWD.
Which ETF is bigger: JDVL or IWD?
As of March 11, 2026, JDVL holds $498.34 M in assets under management (AUM), while IWD manages $68.68 B.
What sectors do the JDVL and IWD ETFs invest in?
JDVL leans toward sectors like Financials, Industrials and Health Care. Meanwhile, IWD focuses on Financials, Industrials and Information Technology.
What are the top holdings of the JDVL ETF and IWD ETF?
JDVL top holdings include AMAZON.COM INC, JPMORGAN CHASE and NEWMONT CORP. IWD holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL.
Which ETF is more diversified: JDVL or IWD?
JDVL holds 40 securities with 51.34% of its assets in the top 15. IWD has 868 securities and a top 15 weight of 24.21%.
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