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FDLS vs JHMB

Comparison between INSPIRE FIDELIS MULTI FACTOR ETF (FDLS, ETF) and JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF (JHMB, ETF).

FDLS vs JHMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FDLS
$202M
JHMB
$200M
Expense Ratio
FDLS
0.66%
Winner
JHMB
0.39%
Max Drawdown
FDLS
27.89%
Winner
JHMB
19.46%
Sharpe Ratio
Winner
FDLS
1.69
JHMB
0.56
5Y Beta
FDLS
1.03
Winner
JHMB
0.00
P/E Ratio
FDLS
18.69
JHMB
N/A
Forward P/E
FDLS
13.53
JHMB
N/A
5Y EPS CAGR
FDLS
17.23%
JHMB
N/A
Debt to Equity
FDLS
34.44%
JHMB
N/A
P/S Ratio
FDLS
1.02
JHMB
N/A
P/B Ratio
FDLS
2.51
JHMB
N/A

FDLS vs JHMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDLS
+2.98%
JHMB
+1.13%
3M
Winner
FDLS
+10.50%
JHMB
-0.22%
6M
Winner
FDLS
+14.85%
JHMB
+0.73%
1Y
Winner
FDLS
+34.31%
JHMB
+5.79%
5Y(CAGR)
FDLS
N/A
JHMB
+1.45%
Max(CAGR)
Winner
FDLS
+16.63%
JHMB
+1.45%

FDLS vs JHMB - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearFDLSJHMB
2026+14.56%+0.64%
2025+21.61%+8.41%
2024+8.45%+3.95%
2023+21.96%+7.54%
2022-1.68%-10.14%
2021N/A-0.79%

FDLS vs JHMB Drawdown Comparison

The maximum drawdown for FDLS was -23.33%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The maximum drawdown for JHMB was -14.53%, occurring on Oct 24, 2022. Recovery took 720 trading sessions.

The current FDLS drawdown is -1.49%. The current JHMB drawdown is -1.68%.

RankFDLSJHMB
#1-23.33%
Nov 25, 2024 - Jul 3, 2025
-14.53%
Sep 22, 2021 - Aug 5, 2024
#2-15.19%
Aug 25, 2022 - Nov 15, 2022
-5.42%
Sep 16, 2024 - Apr 4, 2025
#3-13.38%
Aug 1, 2023 - Dec 14, 2023
-3.47%
Apr 4, 2025 - Aug 4, 2025
#4-10.85%
Feb 16, 2023 - Jun 13, 2023
-3.01%
Feb 27, 2026 - May 19, 2026
#5-9.55%
Mar 2, 2026 - Apr 14, 2026
-1.18%
Aug 5, 2024 - Aug 21, 2024
#6-8.73%
Jul 16, 2024 - Sep 30, 2024
-0.89%
Sep 15, 2025 - Oct 13, 2025
#7-7.60%
Mar 28, 2024 - May 15, 2024
-0.88%
Oct 24, 2025 - Nov 26, 2025
#8-7.10%
Nov 30, 2022 - Jan 26, 2023
-0.67%
Jan 14, 2026 - Jan 23, 2026
#9-6.00%
Nov 12, 2025 - Nov 26, 2025
-0.63%
Nov 26, 2025 - Dec 16, 2025
#10-5.48%
May 15, 2024 - Jul 16, 2024
-0.61%
Jan 23, 2026 - Feb 10, 2026
#11-5.22%
Dec 27, 2023 - Feb 12, 2024
-0.46%
Aug 5, 2025 - Aug 22, 2025
#12-4.95%
Sep 18, 2025 - Oct 24, 2025
-0.42%
Aug 23, 2024 - Sep 4, 2024
#13-4.54%
May 6, 2026 - Jun 12, 2026
-0.41%
Dec 30, 2025 - Jan 9, 2026
#14-3.61%
Nov 11, 2024 - Nov 22, 2024
-0.34%
Dec 16, 2025 - Dec 26, 2025
#15-3.59%
Dec 11, 2025 - Jan 12, 2026
-0.31%
Aug 21, 2024 - Aug 23, 2024

Correlation

Correlation between FDLS and JHMB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2021 - 2026)

FDLS vs JHMB dividend yield comparison.

YearFDLSJHMB
20260.22%1.64%
20250.86%4.48%
20247.26%4.88%
20230.97%4.04%
20220.31%4.17%
20210.00%0.98%

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