JDVL vs EZM
Comparison between JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
JDVL vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDVL
$896M
Winner
EZM
$897M
Expense Ratio
JDVL
0.56%
Winner
EZM
0.38%
Max Drawdown
Winner
JDVL
9.17%
EZM
60.61%
Sharpe Ratio
Winner
JDVL
1.76
EZM
1.31
5Y Beta
JDVL
0.97
Winner
EZM
0.95
P/E Ratio
JDVL
23.50
Winner
EZM
19.02
Forward P/E
JDVL
15.93
Winner
EZM
13.84
PEG Ratio
JDVL
0.49
EZM
N/A
5Y Dividends CAGR
JDVL
N/A
EZM
13.63%
5Y EPS CAGR
Winner
JDVL
19.42%
EZM
15.80%
Debt to Equity
JDVL
58.52%
Winner
EZM
31.64%
P/S Ratio
JDVL
1.86
Winner
EZM
1.39
P/B Ratio
JDVL
4.11
Winner
EZM
2.32
JDVL vs EZM - Holdings Comparison
JDVL and EZM have 0 common holdings. Overlap is 0.00%
JDVL's top 25 holdings weight is 73.69%. EZM's top 25 holdings weight is 15.63%.
| Rank | JDVL | EZM |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.92% | VIATRIS INC (VTRS) - 1.38% |
| #2 | NXP SEMICONDUCTORS NV (NXPI) - 4.36% | CF INDUSTRIES HOLDINGS INC (CF) - 0.88% |
| #3 | AMAZON.COM INC (AMZN) - 4.30% | TD SYNNEX CORP (SNX) - 0.82% |
| #4 | MARVELL TECHNOLOGY INC (MRVL) - 4.00% | APA CORP (APA) - 0.80% |
| #5 | MORGAN STANLEY (MS) - 3.79% | STERLING INFRASTRUCTURE INC (STRL) - 0.77% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.70% | ALCOA CORP (AA) - 0.77% |
| #7 | APPLIED MATERIALS INC (AMAT) - 3.39% | OVINTIV INC (OVV) - 0.77% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.16% | BORGWARNER INC (BWA) - 0.75% |
| #9 | WELLS FARGO & CO (WFC) - 2.91% | THE AES CORP (AES) - 0.69% |
| #10 | MARATHON PETROLEUM CORP (MPC) - 2.90% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.67% |
| #11 | US FOODS HOLDING CORP (USFD) - 2.84% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62% |
| #12 | THE WALT DISNEY CO (DIS) - 2.51% | RAMBUS INC (RMBS) - 0.60% |
| #13 | KINROSS GOLD CORP (n/a) - 2.47% | SIRIUS XM HOLDINGS INC (SIRI) - 0.60% |
| #14 | CRH PLC (CRH) - 2.47% | FRANKLIN RESOURCES INC (BEN) - 0.59% |
| #15 | HUBBELL INC (HUBB) - 2.34% | ENTEGRIS INC (ENTG) - 0.57% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.30% | JACKSON FINANCIAL INC (JXN) - 0.55% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.27% | SITIME CORP ORDINARY SHARES (SITM) - 0.53% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 2.25% | DAVITA INC (DVA) - 0.53% |
| #19 | DIAMONDBACK ENERGY INC (FANG) - 2.23% | GLOBE LIFE INC (GL) - 0.52% |
| #20 | CENOVUS ENERGY INC (CVE) - 2.18% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.50% |
| #21 | L3HARRIS TECHNOLOGIES INC (LHX) - 2.17% | POPULAR INC (BPOP) - 0.35% |
| #22 | ORACLE CORP (ORCL) - 2.12% | RYDER SYSTEM INC (R) - 0.35% |
| #23 | FIRSTENERGY CORP (FE) - 2.12% | VOYA FINANCIAL INC (VOYA) - 0.34% |
| #24 | HONEYWELL INTERNATIONAL INC (HON) - 2.11% | HF SINCLAIR CORP (DINO) - 0.34% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 1.88% | DROPBOX INC CLASS A (DBX) - 0.34% |
| Total Holdings | 42 | 469 |
JDVL vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDVL
+8.06%
EZM
+5.74%
3M
Winner
JDVL
+15.43%
EZM
+13.04%
6M
Winner
JDVL
+17.43%
EZM
+10.98%
1Y
Winner
JDVL
+29.07%
EZM
+25.19%
5Y(CAGR)
JDVL
N/A
EZM
+8.54%
10Y(CAGR)
JDVL
N/A
EZM
+11.10%
Max(CAGR)
Winner
JDVL
+34.68%
EZM
+9.62%
JDVL vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JDVL | EZM |
|---|---|---|
| 2026 | +16.08% | +11.90% |
| 2025 | +10.05% | +9.06% |
| 2024 | N/A | +10.82% |
| 2023 | N/A | +20.20% |
| 2022 | N/A | -12.73% |
| 2021 | N/A | +33.04% |
| 2020 | N/A | +5.41% |
| 2019 | N/A | +23.94% |
| 2018 | N/A | -13.00% |
| 2017 | N/A | +16.60% |
| 2016 | N/A | +21.22% |
| 2015 | N/A | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
JDVL vs EZM Drawdown Comparison
The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current EZM drawdown is -0.19%.
| Rank | JDVL | EZM |
|---|---|---|
| #1 | -9.17% Feb 11, 2026 - Apr 17, 2026 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -5.28% Nov 12, 2025 - Dec 4, 2025 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -3.09% Oct 6, 2025 - Oct 20, 2025 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -2.61% May 6, 2026 - May 22, 2026 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -2.16% Jan 29, 2026 - Feb 9, 2026 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -2.11% Dec 11, 2025 - Dec 22, 2025 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -1.69% Jan 16, 2026 - Jan 22, 2026 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -1.50% Dec 24, 2025 - Jan 5, 2026 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -1.37% Apr 20, 2026 - Apr 30, 2026 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -1.10% Jan 6, 2026 - Jan 9, 2026 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -1.08% Aug 28, 2025 - Sep 10, 2025 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -1.06% Oct 27, 2025 - Nov 10, 2025 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.98% Sep 23, 2025 - Oct 6, 2025 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between JDVL and EZM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
JDVL vs EZM dividend yield comparison.
| Year | JDVL | EZM |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.71% | 1.39% |
| 2024 | 0.00% | 1.22% |
| 2023 | 0.00% | 1.25% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 1.08% |
| 2020 | 0.00% | 1.67% |
| 2019 | 0.00% | 1.34% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 1.14% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 1.40% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 0.93% |
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