JHDV vs VTI

Quick Verdict

VTI has a lower expense ratio. JHDV delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: JHDVMore Diversified: VTI

Side-by-Side Comparison

MetricJHDVVTIWinner
Expense Ratio0.34%0.03%
AUM$11M$663.5B
Dividend Yield2.05%1.07%
Holdings743,543
YTD Return+20.67%+14.20%
1Y Return+28.13%+24.16%
3Y Return (annualized)+20.94%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)13.7%15.3%
Max Drawdown-19.0%-56.6%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 27, 2022May 24, 2001

JHDV vs VTI Performance

John Hancock US High Dividend ETF (JHDV) is a ETF from John Hancock Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JHDV returned +28.13% while VTI returned +24.16%. Year to date, JHDV is up 20.67% versus a gain of 14.20% for VTI.

Over three years, JHDV compounded at +20.94% per year against +21.12% for VTI. Across the full 4-year window we track, JHDV has the edge at +20.89% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.7% for JHDV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.0% for JHDV and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JHDV charges 0.34% per year while VTI charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, JHDV currently yields 2.05% against 1.07% for VTI.

Holdings Overlap

32.8%overlap

JHDV and VTI share 68 holdings out of 2788 unique holdings combined, representing a 32.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHDVWeight in VTIDifference
NVDA7.30%6.32%0.98%
AAPL5.24%5.84%0.60%
MSFT4.79%3.81%0.98%
AVGOProProPro
MUProProPro
CVXProProPro
VZProProPro
JPM:USProProPro
VRTProProPro
LRCXProProPro
See all 10 holdings JHDV shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, JHDV or VTI?

JHDV has an expense ratio of 0.34% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, JHDV or VTI?

Over the past year JHDV returned +28.13% vs +24.16% for VTI, so JHDV leads on 1-year performance. Over the longest common window we track (4 years), JHDV annualized +20.89% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, JHDV or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 13.7% for JHDV. Worst drawdown: JHDV -19.0% vs VTI -56.6%.

Should I hold both JHDV and VTI?

JHDV and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JHDV and VTI?

JHDV and VTI share 68 common holdings with a 32.8% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, JHDV or VTI?

JHDV yields 2.05% while VTI yields 1.07%, so JHDV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →