JDVI vs EQL
Comparison between JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF (JDVI, ETF) and ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF).
JDVI vs EQL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JDVI
$746M
EQL
$745M
Expense Ratio
JDVI
0.69%
Winner
EQL
0.19%
Max Drawdown
Winner
JDVI
14.97%
EQL
36.36%
Sharpe Ratio
JDVI
1.41
Winner
EQL
1.43
5Y Beta
JDVI
0.75
Winner
EQL
0.68
P/E Ratio
JDVI
N/A
EQL
24.14
Forward P/E
JDVI
N/A
EQL
20.42
5Y Dividends CAGR
JDVI
N/A
EQL
8.44%
5Y EPS CAGR
JDVI
N/A
EQL
19.75%
Debt to Equity
JDVI
N/A
EQL
42.06%
P/S Ratio
JDVI
N/A
EQL
2.74
P/B Ratio
JDVI
N/A
EQL
3.89
JDVI vs EQL - Holdings Comparison
JDVI and EQL have 1 common holdings. Overlap is 0.00%
JDVI's top 25 holdings weight is 77.76%. EQL's top 25 holdings weight is 36.50%.
| Rank | JDVI | EQL |
|---|---|---|
| #1 | KINROSS GOLD CORP (n/a) - 4.80% | ALPHABET INC CLASS A (GOOGL) - 4.93% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 4.40% | AMAZON.COM INC (AMZN) - 3.71% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.39% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.73% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.33% | NVIDIA CORP (NVDA) - 1.91% |
| #5 | HITACHI LTD (n/a) - 4.23% | LINDE PLC (LIN) - 1.71% |
| #6 | NUTRIEN LTD (n/a) - 4.12% | META PLATFORMS INC CLASS A (META) - 1.71% |
| #7 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 4.04% | APPLE INC (AAPL) - 1.64% |
| #8 | BAE SYSTEMS PLC (n/a) - 3.63% | CHEVRON CORP (CVX) - 1.63% |
| #9 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.41% | ELI LILLY AND CO (LLY) - 1.56% |
| #10 | NATWEST GROUP PLC (n/a) - 3.33% | WALMART INC (WMT) - 1.50% |
| #11 | NORDEA BANK ABP (NDA SE:XHEL) - 3.20% | TESLA INC (TSLA) - 1.41% |
| #12 | SONY GROUP CORP (n/a) - 3.19% | MICROSOFT CORP (MSFT) - 1.33% |
| #13 | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.81% | WELLTOWER INC (WELL) - 1.29% |
| #14 | RESONA HOLDINGS INC (n/a) - 2.75% | COSTCO WHOLESALE CORP (COST) - 1.26% |
| #15 | GALP ENERGIA SGPS SA (n/a) - 2.73% | NEXTERA ENERGY INC (NEE) - 1.14% |
| #16 | ING GROEP NV (n/a) - 2.71% | COCA-COLA CO (KO) - 1.11% |
| #17 | MITSUBISHI ELECTRIC CORP (n/a) - 2.56% | JPMORGAN CHASE & CO (JPM) - 1.10% |
| #18 | ASTRAZENECA PLC (AZN) - 2.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% |
| #19 | KDDI CORP (n/a) - 2.40% | PROLOGIS INC (PLD) - 1.03% |
| #20 | WEIR GROUP PLC (n/a) - 2.23% | PROCTER & GAMBLE CO (PG) - 0.99% |
| #21 | RENESAS ELECTRONICS CORP (n/a) - 2.13% | SEMPRA (SRE) - 0.36% |
| #22 | SIEMENS AG (n/a) - 2.06% | THE GOLDMAN SACHS GROUP INC (GS) - 0.35% |
| #23 | ALLIANZ SE (n/a) - 2.00% | CBRE GROUP INC CLASS A (CBRE) - 0.35% |
| #24 | SHELL PLC (n/a) - 1.96% | VENTAS INC (VTR) - 0.34% |
| #25 | AIRBUS SE (n/a) - 1.87% | AMGEN INC (AMGN) - 0.34% |
| Total Holdings | 41 | 461 |
JDVI vs EQL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDVI
+6.54%
EQL
+2.81%
3M
Winner
JDVI
+5.97%
EQL
+4.05%
6M
JDVI
+5.65%
Winner
EQL
+6.04%
1Y
Winner
JDVI
+31.30%
EQL
+18.59%
5Y(CAGR)
JDVI
N/A
EQL
+10.98%
10Y(CAGR)
JDVI
N/A
EQL
+12.52%
Max(CAGR)
Winner
JDVI
+22.90%
EQL
+13.71%
JDVI vs EQL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JDVI | EQL |
|---|---|---|
| 2026 | +16.90% | +12.74% |
| 2025 | +43.12% | +13.32% |
| 2024 | +1.55% | +16.33% |
| 2023 | +2.25% | +17.25% |
| 2022 | N/A | -10.83% |
| 2021 | N/A | +31.31% |
| 2020 | N/A | +10.55% |
| 2019 | N/A | +27.93% |
| 2018 | N/A | -6.48% |
| 2017 | N/A | +17.71% |
| 2016 | N/A | +14.59% |
| 2015 | N/A | -1.15% |
| 2014 | N/A | +14.14% |
| 2013 | N/A | +27.40% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +1.53% |
| 2010 | N/A | +13.63% |
| 2009 | N/A | +28.94% |
JDVI vs EQL Drawdown Comparison
The maximum drawdown for JDVI was -14.97%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current EQL drawdown is -0.34%.
| Rank | JDVI | EQL |
|---|---|---|
| #1 | -14.97% Mar 19, 2025 - May 2, 2025 | -35.65% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -12.50% Feb 26, 2026 - Jun 2, 2026 | -19.23% Mar 29, 2022 - Jul 25, 2023 |
| #3 | -11.48% Sep 26, 2024 - Mar 7, 2025 | -18.66% Jul 7, 2011 - Feb 7, 2012 |
| #4 | -8.73% Jul 16, 2024 - Aug 23, 2024 | -17.43% Sep 21, 2018 - Apr 2, 2019 |
| #5 | -5.60% Jun 2, 2026 - Aug 4, 2026 | -15.34% Apr 23, 2010 - Nov 4, 2010 |
| #6 | -5.47% Nov 12, 2025 - Dec 11, 2025 | -15.08% Nov 29, 2024 - Jun 30, 2025 |
| #7 | -5.03% Jul 23, 2025 - Aug 15, 2025 | -13.01% May 21, 2015 - Apr 19, 2016 |
| #8 | -4.63% Apr 8, 2024 - May 8, 2024 | -10.32% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -4.62% Aug 23, 2024 - Sep 26, 2024 | -9.49% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -4.52% Dec 27, 2023 - Mar 6, 2024 | -9.02% Apr 2, 2012 - Aug 8, 2012 |
| #11 | -4.52% May 15, 2024 - Jul 10, 2024 | -8.66% Jan 4, 2022 - Mar 29, 2022 |
| #12 | -3.91% Jan 27, 2026 - Feb 9, 2026 | -8.32% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -3.06% Aug 22, 2025 - Sep 11, 2025 | -8.22% Sep 2, 2020 - Nov 9, 2020 |
| #14 | -2.98% Mar 7, 2025 - Mar 17, 2025 | -6.99% Oct 18, 2012 - Jan 2, 2013 |
| #15 | -2.71% Oct 6, 2025 - Nov 10, 2025 | -6.90% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between JDVI and EQL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
JDVI vs EQL dividend yield comparison.
| Year | JDVI | EQL |
|---|---|---|
| 2026 | 0.00% | 0.48% |
| 2025 | 2.43% | 1.73% |
| 2024 | 1.87% | 1.78% |
| 2023 | 0.00% | 1.96% |
| 2022 | 0.00% | 2.14% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.00% | 2.29% |
| 2019 | 0.00% | 1.95% |
| 2018 | 0.00% | 2.39% |
| 2017 | 0.00% | 1.97% |
| 2016 | 0.00% | 2.89% |
| 2015 | 0.00% | 2.07% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 1.55% |
| 2012 | 0.00% | 2.09% |
| 2011 | 0.00% | 1.87% |
| 2010 | 0.00% | 1.72% |
| 2009 | 0.00% | 1.00% |
Select Stocks to Compare
Popular: JDVI vs SPYEQL vs SPY
More Comparisons
Compare with similar stocks