JDVL vs HFSI
Comparison between JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF) and HARTFORD STRATEGIC INCOME ETF (HFSI, ETF).
JDVL vs HFSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JDVL
$880M
HFSI
$879M
Expense Ratio
JDVL
0.56%
Winner
HFSI
0.49%
Max Drawdown
JDVL
9.17%
Winner
HFSI
3.94%
Sharpe Ratio
Winner
JDVL
1.67
HFSI
0.62
5Y Beta
JDVL
0.96
Winner
HFSI
0.12
P/E Ratio
JDVL
23.63
HFSI
N/A
Forward P/E
JDVL
16.47
HFSI
N/A
PEG Ratio
JDVL
0.42
HFSI
N/A
5Y EPS CAGR
JDVL
22.68%
HFSI
N/A
Debt to Equity
JDVL
62.91%
HFSI
N/A
P/S Ratio
JDVL
1.86
HFSI
N/A
P/B Ratio
JDVL
4.07
HFSI
N/A
JDVL vs HFSI - Historical Returns
Returns include dividend reinvestment.
1M
JDVL
-0.86%
Winner
HFSI
-0.34%
3M
Winner
JDVL
+8.01%
HFSI
+0.20%
6M
Winner
JDVL
+11.17%
HFSI
+0.86%
1Y
Winner
JDVL
+28.37%
HFSI
+5.74%
Max(CAGR)
Winner
JDVL
+29.87%
HFSI
+8.99%
JDVL vs HFSI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | JDVL | HFSI |
|---|---|---|
| 2026 | +15.46% | +1.09% |
| 2025 | +10.05% | +10.27% |
JDVL vs HFSI Drawdown Comparison
The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The current JDVL drawdown is -0.86%. The current HFSI drawdown is -0.78%.
| Rank | JDVL | HFSI |
|---|---|---|
| #1 | -9.17% Feb 11, 2026 - Apr 17, 2026 | -3.06% Feb 27, 2026 - Jun 2, 2026 |
| #2 | -5.28% Nov 12, 2025 - Dec 4, 2025 | -0.94% Jul 8, 2025 - Jul 22, 2025 |
| #3 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -0.85% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -3.09% Oct 6, 2025 - Oct 20, 2025 | -0.78% Jun 29, 2026 - Jul 21, 2026 |
| #5 | -2.61% May 6, 2026 - May 22, 2026 | -0.62% May 19, 2025 - May 27, 2025 |
| #6 | -2.16% Jan 29, 2026 - Feb 9, 2026 | -0.60% Jun 2, 2026 - Jun 15, 2026 |
| #7 | -2.11% Dec 11, 2025 - Dec 22, 2025 | -0.59% Jun 4, 2025 - Jun 12, 2025 |
| #8 | -1.90% Jun 22, 2026 - Jun 23, 2026 | -0.57% Jan 14, 2026 - Jan 27, 2026 |
| #9 | -1.69% Jan 16, 2026 - Jan 22, 2026 | -0.57% Nov 26, 2025 - Dec 24, 2025 |
| #10 | -1.50% Dec 24, 2025 - Jan 5, 2026 | -0.51% Apr 30, 2025 - May 13, 2025 |
| #11 | -1.37% Apr 20, 2026 - Apr 30, 2026 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.10% Jan 6, 2026 - Jan 9, 2026 | -0.42% Sep 11, 2025 - Oct 13, 2025 |
| #13 | -1.08% Aug 28, 2025 - Sep 10, 2025 | -0.38% Jun 12, 2025 - Jun 23, 2025 |
| #14 | -1.06% Oct 27, 2025 - Nov 10, 2025 | -0.37% Jun 16, 2026 - Jun 29, 2026 |
| #15 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -0.36% Jun 30, 2025 - Jul 8, 2025 |
Correlation
Correlation between JDVL and HFSI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2025 - 2026)
JDVL vs HFSI dividend yield comparison.
| Year | JDVL | HFSI |
|---|---|---|
| 2026 | 0.00% | 2.62% |
| 2025 | 1.71% | 4.38% |
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