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HTD vs JSMD

Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF (JSMD, ETF).

5-Year PerformanceHTD has outperformed JSMD, delivering a return of +8.0% compared to +7.2%

HTD vs JSMD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HTD
$978M
Winner
JSMD
$980M
Expense Ratio
HTD
N/A
JSMD
0.30%
Max Drawdown
HTD
75.51%
Winner
JSMD
38.98%
Sharpe Ratio
Winner
HTD
1.23
JSMD
0.95
5Y Beta
Winner
HTD
0.39
JSMD
1.12
P/E Ratio
HTD
N/A
JSMD
32.99
Forward P/E
HTD
N/A
JSMD
18.69
5Y Dividends CAGR
HTD
5.53%
Winner
JSMD
24.33%
5Y EPS CAGR
HTD
N/A
JSMD
27.48%
Debt to Equity
HTD
N/A
JSMD
122.12%
P/S Ratio
HTD
N/A
JSMD
1.75
P/B Ratio
HTD
N/A
JSMD
5.42

HTD vs JSMD - Historical Returns

Returns include dividend reinvestment.

1M
HTD
-2.06%
Winner
JSMD
+2.49%
3M
HTD
+0.41%
Winner
JSMD
+13.37%
6M
HTD
+7.21%
Winner
JSMD
+12.45%
1Y
HTD
+19.87%
Winner
JSMD
+24.85%
5Y(CAGR)
Winner
HTD
+8.00%
JSMD
+7.24%
10Y(CAGR)
HTD
+8.34%
Winner
JSMD
+13.05%
Max(CAGR)
HTD
+9.53%
Winner
JSMD
+14.05%

HTD vs JSMD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearHTDJSMD
2026+9.23%+13.33%
2025+14.53%+9.39%
2024+24.58%+15.97%
2023-10.96%+27.26%
2022-5.72%-23.04%
2021+33.51%+10.82%
2020-16.36%+29.98%
2019+40.16%+30.77%
2018-5.89%-4.60%
2017+12.78%+24.45%
2016+21.54%+24.38%
2015+0.25%N/A
2014+32.13%N/A
2013+5.76%N/A
2012+10.05%N/A
2011+23.72%N/A
2010+23.14%N/A
2009+37.35%N/A
2008-35.41%N/A
2007-2.38%N/A
2006+29.67%N/A
2005+0.65%N/A
2004-5.40%N/A

HTD vs JSMD Drawdown Comparison

The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.

The maximum drawdown for JSMD was -38.98%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current HTD drawdown is -2.25%. The current JSMD drawdown is -4.09%.

RankHTDJSMD
#1-69.69%
May 9, 2007 - Aug 18, 2010
-38.98%
Jan 23, 2020 - Jul 23, 2020
#2-56.55%
Feb 18, 2020 - Jun 9, 2021
-32.18%
Nov 16, 2021 - Mar 28, 2024
#3-31.59%
Aug 18, 2022 - Sep 4, 2024
-27.05%
Sep 14, 2018 - Nov 26, 2019
#4-20.83%
Mar 10, 2004 - Jul 1, 2005
-24.02%
Dec 4, 2024 - Aug 22, 2025
#5-19.60%
Apr 20, 2022 - Aug 15, 2022
-14.86%
Jan 22, 2026 - Apr 17, 2026
#6-18.37%
May 21, 2013 - Apr 16, 2014
-11.27%
Jul 14, 2017 - Nov 29, 2017
#7-16.47%
Dec 18, 2017 - Jan 31, 2019
-10.49%
Sep 18, 2025 - Jan 15, 2026
#8-16.45%
Jul 7, 2011 - Aug 29, 2011
-9.09%
Jul 16, 2024 - Sep 19, 2024
#9-15.34%
Sep 7, 2016 - Jan 10, 2017
-8.68%
Jan 26, 2018 - Mar 9, 2018
#10-13.91%
Jan 22, 2015 - Feb 25, 2016
-8.52%
Feb 9, 2021 - Apr 16, 2021
#11-13.27%
Apr 2, 2025 - Jul 2, 2025
-8.51%
Apr 26, 2021 - Nov 3, 2021
#12-12.48%
Oct 8, 2012 - Feb 7, 2013
-8.13%
Sep 2, 2020 - Oct 7, 2020
#13-12.37%
Aug 4, 2005 - Jul 19, 2006
-7.87%
Jun 7, 2016 - Jul 11, 2016
#14-10.99%
Aug 11, 2021 - Dec 27, 2021
-7.34%
Mar 28, 2024 - Jul 15, 2024
#15-10.72%
Jan 14, 2022 - Apr 1, 2022
-7.31%
Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between HTD and JSMD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2004 - 2026)

HTD vs JSMD dividend yield comparison.

YearHTDJSMD
20263.13%0.08%
20257.51%0.54%
20247.52%0.76%
20238.73%0.44%
20227.36%0.40%
20215.80%0.28%
20207.97%0.24%
20196.06%0.32%
201810.09%0.53%
20178.85%0.30%
20167.30%0.36%
20157.06%0.00%
20146.27%0.00%
20137.16%0.00%
20126.55%0.00%
20116.56%0.00%
20107.32%0.00%
200910.13%0.00%
200815.29%0.00%
200710.49%0.00%
20068.33%0.00%
20058.03%0.00%
20044.84%0.00%

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