DSMC vs JHI

Comparison between DISTILLATE SMALL/MID CASH FLOW ETF (DSMC, ETF) and John Hancock Investors Trust (JHI, ETF).

DSMC vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSMC(ETF)	JHI(ETF)
Net Assets	$127M	$128M
Expense Ratio	0.55%	N/A
Max Drawdown	29.11%	58.45%
Sharpe Ratio	1.27	0.27
5Y Beta	0.92	0.29
P/E Ratio	18.80	N/A
Forward P/E	10.75	N/A
5Y Dividends CAGR	N/A	1.10%
5Y EPS CAGR	11.90%	N/A
P/S Ratio	0.73	N/A
P/B Ratio	1.87	N/A

Net Assets

DSMC

$127M

Winner

JHI

$128M

Expense Ratio

DSMC

0.55%

JHI

N/A

Max Drawdown

Winner

DSMC

29.11%

JHI

58.45%

Sharpe Ratio

Winner

DSMC

1.27

JHI

0.27

5Y Beta

DSMC

0.92

Winner

JHI

0.29

P/E Ratio

DSMC

18.80

JHI

N/A

Forward P/E

DSMC

10.75

JHI

N/A

5Y Dividends CAGR

DSMC

N/A

JHI

1.10%

5Y EPS CAGR

DSMC

11.90%

JHI

N/A

P/S Ratio

DSMC

0.73

JHI

N/A

P/B Ratio

DSMC

1.87

JHI

N/A

DSMC vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	DSMC	JHI
1 month	+0.25%	-1.46%
3 months	+4.67%	-1.89%
6 months	+12.25%	-2.90%
1 year	+27.37%	+5.79%
5 years(CAGR)	N/A	+0.86%
10 years(CAGR)	N/A	+6.30%
Max(CAGR)	+15.12%	+7.17%

Winner

DSMC

+0.25%

JHI

-1.46%

Winner

DSMC

+4.67%

JHI

-1.89%

Winner

DSMC

+12.25%

JHI

-2.90%

Winner

DSMC

+27.37%

JHI

+5.79%

5Y(CAGR)

DSMC

N/A

JHI

+0.86%

10Y(CAGR)

DSMC

N/A

JHI

+6.30%

Max(CAGR)

Winner

DSMC

+15.12%

JHI

+7.17%

DSMC vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSMC	JHI
2026	+11.82%	-1.74%
2025	+2.88%	+7.96%
2024	+2.84%	+14.60%
2023	+29.19%	+10.82%
2022	+8.68%	-28.69%
2021	N/A	+20.11%
2020	N/A	+6.16%
2019	N/A	+31.98%
2018	N/A	-13.53%
2017	N/A	+11.84%
2016	N/A	+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%

DSMC vs JHI Drawdown Comparison

The maximum drawdown for DSMC was -28.62%, occurring on Apr 8, 2025. Recovery took 287 trading sessions.

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

The current DSMC drawdown is -1.81%. The current JHI drawdown is -4.62%.

Rank	DSMC	JHI
#1	-28.62% Nov 25, 2024 - Jan 21, 2026	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-14.55% Feb 2, 2023 - Jul 19, 2023	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-10.47% Aug 1, 2023 - Dec 1, 2023	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-10.09% Jul 31, 2024 - Nov 6, 2024	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-7.73% Mar 28, 2024 - Jul 31, 2024	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-7.57% Dec 2, 2022 - Jan 11, 2023	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-6.31% Feb 6, 2026 - Apr 17, 2026	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-5.21% Dec 27, 2023 - Feb 12, 2024	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-4.41% Nov 1, 2022 - Nov 10, 2022	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-3.88% May 5, 2026 - May 26, 2026	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-3.32% Nov 11, 2024 - Nov 22, 2024	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-3.10% Oct 18, 2022 - Oct 24, 2022	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-2.97% Feb 12, 2024 - Feb 26, 2024	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-2.89% Oct 6, 2022 - Oct 18, 2022	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-2.81% Jan 13, 2023 - Jan 23, 2023	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between DSMC and JHI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

DSMC vs JHI dividend yield comparison.

Year	DSMC	JHI
2026	0.26%	2.00%
2025	1.18%	8.89%
2024	1.31%	7.91%
2023	1.02%	6.81%
2022	0.27%	9.45%
2021	0.00%	7.57%
2020	0.00%	7.95%
2019	0.00%	6.81%
2018	0.00%	8.52%
2017	0.00%	7.59%
2016	0.00%	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%