EVMO vs JDVL
Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF).
EVMO vs JDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVMO
$882M
JDVL
$880M
Expense Ratio
Winner
EVMO
0.45%
JDVL
0.56%
Max Drawdown
Winner
EVMO
2.88%
JDVL
9.17%
Sharpe Ratio
EVMO
0.14
Winner
JDVL
1.67
5Y Beta
Winner
EVMO
0.08
JDVL
0.96
P/E Ratio
EVMO
N/A
JDVL
23.63
Forward P/E
EVMO
N/A
JDVL
16.47
PEG Ratio
EVMO
N/A
JDVL
0.42
5Y EPS CAGR
EVMO
N/A
JDVL
22.68%
Debt to Equity
EVMO
N/A
JDVL
62.91%
P/S Ratio
EVMO
N/A
JDVL
1.86
P/B Ratio
EVMO
N/A
JDVL
4.07
EVMO vs JDVL - Holdings Comparison
EVMO and JDVL have 1 common holdings. Overlap is -0.12%
EVMO's top 25 holdings weight is 33.32%. JDVL's top 25 holdings weight is 73.51%.
| Rank | EVMO | JDVL |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% | AMAZON.COM INC (AMZN) - 7.30% |
| #2 | n/a (n/a) - 5.22% | US FOODS HOLDING CORP (USFD) - 4.06% |
| #3 | n/a (n/a) - 3.31% | JPMORGAN CHASE & CO (JPM) - 4.04% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% | MORGAN STANLEY (MS) - 3.83% |
| #5 | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% | NXP SEMICONDUCTORS NV (NXPI) - 3.82% |
| #6 | FHLMC 5.5% (n/a) - 1.26% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.38% |
| #7 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% | APPLIED MATERIALS INC (AMAT) - 3.13% |
| #8 | n/a (n/a) - 1.06% | WELLS FARGO & CO (WFC) - 3.12% |
| #9 | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% | META PLATFORMS INC CLASS A (META) - 2.97% |
| #10 | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% | CRH PLC (CRH) - 2.74% |
| #11 | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% | VISA INC CLASS A (V) - 2.70% |
| #12 | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% | US DOLLAR (n/a) - 2.64% |
| #13 | SU CASITA TRUST 0% (n/a) - 0.86% | NVIDIA CORP (NVDA) - 2.56% |
| #14 | n/a (n/a) - 0.74% | MICRON TECHNOLOGY INC (MU) - 2.45% |
| #15 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% | GILEAD SCIENCES INC (GILD) - 2.41% |
| #16 | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% | THE WALT DISNEY CO (DIS) - 2.39% |
| #17 | BOSTON LENDING TRUST 0% (n/a) - 0.63% | HUBBELL INC (HUBB) - 2.33% |
| #18 | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% | CAPITAL ONE FINANCIAL CORP (COF) - 2.31% |
| #19 | GNMA 7% (n/a) - 0.58% | UBER TECHNOLOGIES INC (UBER) - 2.30% |
| #20 | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% | QUEST DIAGNOSTICS INC (DGX) - 2.28% |
| #21 | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% | FIRSTENERGY CORP (FE) - 2.24% |
| #22 | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.21% |
| #23 | n/a (n/a) - 0.48% | ASTRAZENECA PLC (AZN) - 2.16% |
| #24 | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% | CENCORA INC (COR) - 2.09% |
| #25 | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% | DIAMONDBACK ENERGY INC (FANG) - 2.05% |
| Total Holdings | 188 | 42 |
EVMO vs JDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVMO
+0.14%
JDVL
-0.86%
3M
EVMO
-0.23%
Winner
JDVL
+8.01%
6M
EVMO
+0.76%
Winner
JDVL
+11.17%
1Y
EVMO
+4.04%
Winner
JDVL
+28.37%
Max(CAGR)
EVMO
+4.21%
Winner
JDVL
+29.87%
EVMO vs JDVL - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | EVMO | JDVL |
|---|---|---|
| 2026 | +0.72% | +15.46% |
| 2025 | +3.33% | +10.05% |
EVMO vs JDVL Drawdown Comparison
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current EVMO drawdown is -0.95%. The current JDVL drawdown is -0.86%.
| Rank | EVMO | JDVL |
|---|---|---|
| #1 | -1.89% Feb 27, 2026 - Mar 20, 2026 | -9.17% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -0.56% Oct 29, 2025 - Nov 24, 2025 | -5.28% Nov 12, 2025 - Dec 4, 2025 |
| #3 | -0.43% Dec 3, 2025 - Dec 18, 2025 | -4.30% Jun 4, 2026 - Jun 15, 2026 |
| #4 | -0.41% Sep 16, 2025 - Sep 30, 2025 | -3.09% Oct 6, 2025 - Oct 20, 2025 |
| #5 | -0.35% Jan 15, 2026 - Jan 26, 2026 | -2.61% May 6, 2026 - May 22, 2026 |
| #6 | -0.34% Aug 4, 2025 - Aug 19, 2025 | -2.16% Jan 29, 2026 - Feb 9, 2026 |
| #7 | -0.28% Dec 29, 2025 - Jan 8, 2026 | -2.11% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -0.24% Oct 13, 2025 - Oct 15, 2025 | -1.90% Jun 22, 2026 - Jun 23, 2026 |
| #9 | -0.24% Dec 24, 2025 - Dec 29, 2025 | -1.69% Jan 16, 2026 - Jan 22, 2026 |
| #10 | -0.20% Dec 18, 2025 - Dec 24, 2025 | -1.50% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -0.20% Aug 28, 2025 - Sep 4, 2025 | -1.37% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -0.20% Jan 12, 2026 - Jan 15, 2026 | -1.10% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -0.18% Oct 8, 2025 - Oct 10, 2025 | -1.08% Aug 28, 2025 - Sep 10, 2025 |
| #14 | -0.18% Jan 30, 2026 - Feb 6, 2026 | -1.06% Oct 27, 2025 - Nov 10, 2025 |
| #15 | -0.16% Oct 3, 2025 - Oct 8, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between EVMO and JDVL is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2025 - 2026)
EVMO vs JDVL dividend yield comparison.
| Year | EVMO | JDVL |
|---|---|---|
| 2026 | 2.54% | 0.00% |
| 2025 | 1.95% | 1.71% |
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