HFSI vs JDVL

Comparison between HARTFORD STRATEGIC INCOME ETF (HFSI, ETF) and JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF).

HFSI vs JDVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFSI(ETF)	JDVL(ETF)
Net Assets	$879M	$880M
Expense Ratio	0.49%	0.56%
Max Drawdown	3.94%	9.17%
Sharpe Ratio	0.62	1.67
5Y Beta	0.12	0.96
P/E Ratio	N/A	23.63
Forward P/E	N/A	16.47
PEG Ratio	N/A	0.42
5Y EPS CAGR	N/A	22.68%
Debt to Equity	N/A	62.91%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	4.07

Net Assets

HFSI

$879M

Winner

JDVL

$880M

Expense Ratio

Winner

HFSI

0.49%

JDVL

0.56%

Max Drawdown

Winner

HFSI

3.94%

JDVL

9.17%

Sharpe Ratio

HFSI

0.62

Winner

JDVL

1.67

5Y Beta

Winner

HFSI

0.12

JDVL

0.96

P/E Ratio

HFSI

N/A

JDVL

23.63

Forward P/E

HFSI

N/A

JDVL

16.47

PEG Ratio

HFSI

N/A

JDVL

0.42

5Y EPS CAGR

HFSI

N/A

JDVL

22.68%

Debt to Equity

HFSI

N/A

JDVL

62.91%

P/S Ratio

HFSI

N/A

JDVL

1.86

P/B Ratio

HFSI

N/A

JDVL

4.07

HFSI vs JDVL - Historical Returns

Returns include dividend reinvestment.

Period	HFSI	JDVL
1 month	-0.34%	-0.86%
3 months	+0.20%	+8.01%
6 months	+0.86%	+11.17%
1 year	+5.74%	+28.37%
Max(CAGR)	+8.99%	+29.87%

Winner

HFSI

-0.34%

JDVL

-0.86%

HFSI

+0.20%

Winner

JDVL

+8.01%

HFSI

+0.86%

Winner

JDVL

+11.17%

HFSI

+5.74%

Winner

JDVL

+28.37%

Max(CAGR)

HFSI

+8.99%

Winner

JDVL

+29.87%

HFSI vs JDVL - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HFSI	JDVL
2026	+1.09%	+15.46%
2025	+10.27%	+10.05%

HFSI vs JDVL Drawdown Comparison

The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.

The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current HFSI drawdown is -0.78%. The current JDVL drawdown is -0.86%.

Rank	HFSI	JDVL
#1	-3.06% Feb 27, 2026 - Jun 2, 2026	-9.17% Feb 11, 2026 - Apr 17, 2026
#2	-0.94% Jul 8, 2025 - Jul 22, 2025	-5.28% Nov 12, 2025 - Dec 4, 2025
#3	-0.85% Oct 28, 2025 - Nov 26, 2025	-4.30% Jun 4, 2026 - Jun 15, 2026
#4	-0.78% Jun 29, 2026 - Jul 21, 2026	-3.09% Oct 6, 2025 - Oct 20, 2025
#5	-0.62% May 19, 2025 - May 27, 2025	-2.61% May 6, 2026 - May 22, 2026
#6	-0.60% Jun 2, 2026 - Jun 15, 2026	-2.16% Jan 29, 2026 - Feb 9, 2026
#7	-0.59% Jun 4, 2025 - Jun 12, 2025	-2.11% Dec 11, 2025 - Dec 22, 2025
#8	-0.57% Jan 14, 2026 - Jan 27, 2026	-1.90% Jun 22, 2026 - Jun 23, 2026
#9	-0.57% Nov 26, 2025 - Dec 24, 2025	-1.69% Jan 16, 2026 - Jan 22, 2026
#10	-0.51% Apr 30, 2025 - May 13, 2025	-1.50% Dec 24, 2025 - Jan 5, 2026
#11	-0.51% Aug 13, 2025 - Aug 22, 2025	-1.37% Apr 20, 2026 - Apr 30, 2026
#12	-0.42% Sep 11, 2025 - Oct 13, 2025	-1.10% Jan 6, 2026 - Jan 9, 2026
#13	-0.38% Jun 12, 2025 - Jun 23, 2025	-1.08% Aug 28, 2025 - Sep 10, 2025
#14	-0.37% Jun 16, 2026 - Jun 29, 2026	-1.06% Oct 27, 2025 - Nov 10, 2025
#15	-0.36% Jun 30, 2025 - Jul 8, 2025	-0.99% Aug 13, 2025 - Aug 22, 2025