AIVC vs JHI

Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformanceAIVC has outperformed JHI, delivering a return of +15.7% compared to +1.1%

AIVC vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVC(ETF)	JHI(ETF)
Net Assets	$127M	$126M
Expense Ratio	0.59%	N/A
Max Drawdown	56.11%	58.45%
Sharpe Ratio	1.99	0.13
5Y Beta	1.60	0.29
P/E Ratio	52.51	N/A
Forward P/E	22.70	N/A
PEG Ratio	0.23	N/A
5Y Dividends CAGR	-10.05%	1.81%
5Y EPS CAGR	25.05%	N/A
Debt to Equity	-217.80%	N/A
P/S Ratio	4.93	N/A
P/B Ratio	6.87	N/A

Net Assets

Winner

AIVC

$127M

JHI

$126M

Expense Ratio

AIVC

0.59%

JHI

N/A

Max Drawdown

Winner

AIVC

56.11%

JHI

58.45%

Sharpe Ratio

Winner

AIVC

1.99

JHI

0.13

5Y Beta

AIVC

1.60

Winner

JHI

0.29

P/E Ratio

AIVC

52.51

JHI

N/A

Forward P/E

AIVC

22.70

JHI

N/A

PEG Ratio

AIVC

0.23

JHI

N/A

5Y Dividends CAGR

AIVC

-10.05%

Winner

JHI

1.81%

5Y EPS CAGR

AIVC

25.05%

JHI

N/A

Debt to Equity

AIVC

-217.80%

JHI

N/A

P/S Ratio

AIVC

4.93

JHI

N/A

P/B Ratio

AIVC

6.87

JHI

N/A

AIVC vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	AIVC	JHI
1 month	-10.73%	+1.45%
3 months	+23.76%	+1.51%
6 months	+50.24%	+1.64%
1 year	+92.59%	+4.82%
5 years(CAGR)	+15.71%	+1.12%
10 years(CAGR)	+15.48%	+5.40%
Max(CAGR)	+15.25%	+7.27%

AIVC

-10.73%

Winner

JHI

+1.45%

Winner

AIVC

+23.76%

JHI

+1.51%

Winner

AIVC

+50.24%

JHI

+1.64%

Winner

AIVC

+92.59%

JHI

+4.82%

5Y(CAGR)

Winner

AIVC

+15.71%

JHI

+1.12%

10Y(CAGR)

Winner

AIVC

+15.48%

JHI

+5.40%

Max(CAGR)

Winner

AIVC

+15.25%

JHI

+7.27%

AIVC vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIVC	JHI
2026	+52.83%	+1.79%
2025	+39.66%	+7.96%
2024	+22.20%	+14.60%
2023	+38.41%	+10.82%
2022	-38.20%	-28.69%
2021	-4.99%	+20.11%
2020	+39.68%	+6.16%
2019	+26.97%	+31.98%
2018	-19.55%	-13.53%
2017	+35.82%	+11.84%
2016	+7.31%	+23.22%
2015	N/A	-10.92%
2014	N/A	+1.57%
2013	N/A	-12.16%
2012	N/A	+10.43%
2011	N/A	+20.49%
2010	N/A	+21.76%
2009	N/A	+54.54%
2008	N/A	-14.95%
2007	N/A	-4.93%
2006	N/A	+14.25%
2005	N/A	-14.15%
2004	N/A	+21.64%
2003	N/A	+14.79%
2002	N/A	+6.80%
2001	N/A	+2.61%
2000	N/A	+20.26%
1999	N/A	-4.00%

AIVC vs JHI Drawdown Comparison

The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.

The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The current AIVC drawdown is -14.20%. The current JHI drawdown is -1.19%.

Rank	AIVC	JHI
#1	-56.11% Feb 9, 2021 - Sep 9, 2025	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-41.60% Feb 12, 2020 - Jun 22, 2020	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-28.59% Sep 18, 2018 - Jan 13, 2020	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-17.86% Jun 2, 2026 - Jul 20, 2026	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-14.11% Nov 3, 2025 - Jan 27, 2026	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-13.33% Aug 24, 2016 - Mar 17, 2017	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-12.80% Jan 28, 2026 - Apr 8, 2026	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-12.55% Oct 13, 2020 - Nov 25, 2020	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-11.05% Apr 27, 2016 - Aug 8, 2016	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-10.82% Jan 26, 2018 - Sep 11, 2018	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-10.64% Sep 1, 2020 - Oct 9, 2020	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-8.10% Aug 5, 2020 - Aug 28, 2020	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-7.58% Nov 6, 2017 - Jan 4, 2018	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-7.30% Jul 9, 2020 - Aug 3, 2020	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-5.36% Oct 8, 2025 - Oct 20, 2025	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between AIVC and JHI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

AIVC vs JHI dividend yield comparison.

Year	AIVC	JHI
2026	0.00%	4.21%
2025	0.17%	8.89%
2024	0.21%	7.91%
2023	0.00%	6.81%
2022	0.00%	9.45%
2021	0.00%	7.57%
2020	0.39%	7.95%
2019	1.16%	6.81%
2018	0.38%	8.52%
2017	0.92%	7.59%
2016	0.64%	8.12%
2015	0.00%	10.08%
2014	0.00%	9.05%
2013	0.00%	8.94%
2012	0.00%	8.58%
2011	0.00%	8.87%
2010	0.00%	10.34%
2009	0.00%	9.92%
2008	0.00%	11.98%
2007	0.00%	7.71%
2006	0.00%	6.85%
2005	0.00%	8.29%
2004	0.00%	7.41%
2003	0.00%	10.08%
2002	0.00%	6.35%
2001	0.00%	7.05%
2000	0.00%	3.66%