JDVL vs EVMO
Comparison between JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF) and EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF).
JDVL vs EVMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JDVL
$896M
EVMO
$891M
Expense Ratio
JDVL
0.56%
Winner
EVMO
0.45%
Max Drawdown
JDVL
9.17%
Winner
EVMO
2.83%
Sharpe Ratio
Winner
JDVL
1.76
EVMO
0.36
5Y Beta
JDVL
0.97
Winner
EVMO
0.09
P/E Ratio
JDVL
23.50
EVMO
N/A
Forward P/E
JDVL
15.93
EVMO
N/A
PEG Ratio
JDVL
0.49
EVMO
N/A
5Y EPS CAGR
JDVL
19.42%
EVMO
N/A
Debt to Equity
JDVL
58.52%
EVMO
N/A
P/S Ratio
JDVL
1.86
EVMO
N/A
P/B Ratio
JDVL
4.11
EVMO
N/A
JDVL vs EVMO - Holdings Comparison
JDVL and EVMO have 1 common holdings. Overlap is -0.12%
JDVL's top 25 holdings weight is 73.69%. EVMO's top 25 holdings weight is 33.32%.
| Rank | JDVL | EVMO |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.92% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% |
| #2 | NXP SEMICONDUCTORS NV (NXPI) - 4.36% | n/a (n/a) - 5.22% |
| #3 | AMAZON.COM INC (AMZN) - 4.30% | n/a (n/a) - 3.31% |
| #4 | MARVELL TECHNOLOGY INC (MRVL) - 4.00% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% |
| #5 | MORGAN STANLEY (MS) - 3.79% | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.70% | FHLMC 5.5% (n/a) - 1.26% |
| #7 | APPLIED MATERIALS INC (AMAT) - 3.39% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.16% | n/a (n/a) - 1.06% |
| #9 | WELLS FARGO & CO (WFC) - 2.91% | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% |
| #10 | MARATHON PETROLEUM CORP (MPC) - 2.90% | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% |
| #11 | US FOODS HOLDING CORP (USFD) - 2.84% | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% |
| #12 | THE WALT DISNEY CO (DIS) - 2.51% | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% |
| #13 | KINROSS GOLD CORP (n/a) - 2.47% | SU CASITA TRUST 0% (n/a) - 0.86% |
| #14 | CRH PLC (CRH) - 2.47% | n/a (n/a) - 0.74% |
| #15 | HUBBELL INC (HUBB) - 2.34% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.30% | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.27% | BOSTON LENDING TRUST 0% (n/a) - 0.63% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 2.25% | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% |
| #19 | DIAMONDBACK ENERGY INC (FANG) - 2.23% | GNMA 7% (n/a) - 0.58% |
| #20 | CENOVUS ENERGY INC (CVE) - 2.18% | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% |
| #21 | L3HARRIS TECHNOLOGIES INC (LHX) - 2.17% | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% |
| #22 | ORACLE CORP (ORCL) - 2.12% | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% |
| #23 | FIRSTENERGY CORP (FE) - 2.12% | n/a (n/a) - 0.48% |
| #24 | HONEYWELL INTERNATIONAL INC (HON) - 2.11% | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 1.88% | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% |
| Total Holdings | 42 | 188 |
JDVL vs EVMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDVL
+8.06%
EVMO
+0.53%
3M
Winner
JDVL
+15.43%
EVMO
+0.22%
6M
Winner
JDVL
+17.43%
EVMO
+1.32%
1Y
Winner
JDVL
+29.07%
EVMO
+4.23%
Max(CAGR)
Winner
JDVL
+34.68%
EVMO
+4.92%
JDVL vs EVMO - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | JDVL | EVMO |
|---|---|---|
| 2026 | +16.08% | +0.90% |
| 2025 | +10.05% | +3.33% |
JDVL vs EVMO Drawdown Comparison
The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current EVMO drawdown is -0.77%.
| Rank | JDVL | EVMO |
|---|---|---|
| #1 | -9.17% Feb 11, 2026 - Apr 17, 2026 | -1.89% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -5.28% Nov 12, 2025 - Dec 4, 2025 | -0.56% Oct 29, 2025 - Nov 24, 2025 |
| #3 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -0.43% Dec 3, 2025 - Dec 18, 2025 |
| #4 | -3.09% Oct 6, 2025 - Oct 20, 2025 | -0.41% Sep 16, 2025 - Sep 30, 2025 |
| #5 | -2.61% May 6, 2026 - May 22, 2026 | -0.35% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -2.16% Jan 29, 2026 - Feb 9, 2026 | -0.34% Aug 4, 2025 - Aug 19, 2025 |
| #7 | -2.11% Dec 11, 2025 - Dec 22, 2025 | -0.28% Dec 29, 2025 - Jan 8, 2026 |
| #8 | -1.69% Jan 16, 2026 - Jan 22, 2026 | -0.24% Oct 13, 2025 - Oct 15, 2025 |
| #9 | -1.50% Dec 24, 2025 - Jan 5, 2026 | -0.24% Dec 24, 2025 - Dec 29, 2025 |
| #10 | -1.37% Apr 20, 2026 - Apr 30, 2026 | -0.20% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -1.10% Jan 6, 2026 - Jan 9, 2026 | -0.20% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -1.08% Aug 28, 2025 - Sep 10, 2025 | -0.20% Jan 12, 2026 - Jan 15, 2026 |
| #13 | -1.06% Oct 27, 2025 - Nov 10, 2025 | -0.18% Oct 8, 2025 - Oct 10, 2025 |
| #14 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -0.18% Jan 30, 2026 - Feb 6, 2026 |
| #15 | -0.98% Sep 23, 2025 - Oct 6, 2025 | -0.16% Oct 3, 2025 - Oct 8, 2025 |
Correlation
Correlation between JDVL and EVMO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2025 - 2026)
JDVL vs EVMO dividend yield comparison.
| Year | JDVL | EVMO |
|---|---|---|
| 2026 | 0.00% | 2.09% |
| 2025 | 1.71% | 1.95% |
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