INCE vs JHI

Comparison between FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformanceINCE has outperformed JHI, delivering a return of +10.3% compared to +1.1%

INCE vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INCE(ETF)	JHI(ETF)
Net Assets	$126M	$126M
Expense Ratio	0.29%	N/A
Max Drawdown	34.12%	58.45%
Sharpe Ratio	1.81	0.13
5Y Beta	0.54	0.29
P/E Ratio	22.85	N/A
Forward P/E	18.20	N/A
PEG Ratio	0.79	N/A
5Y Dividends CAGR	37.38%	1.81%
5Y EPS CAGR	4.74%	N/A
Debt to Equity	-53.80%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	3.92	N/A

Net Assets

INCE

$126M

Winner

JHI

$126M

Expense Ratio

INCE

0.29%

JHI

N/A

Max Drawdown

Winner

INCE

34.12%

JHI

58.45%

Sharpe Ratio

Winner

INCE

1.81

JHI

0.13

5Y Beta

INCE

0.54

Winner

JHI

0.29

P/E Ratio

INCE

22.85

JHI

N/A

Forward P/E

INCE

18.20

JHI

N/A

PEG Ratio

INCE

0.79

JHI

N/A

5Y Dividends CAGR

Winner

INCE

37.38%

JHI

1.81%

5Y EPS CAGR

INCE

4.74%

JHI

N/A

Debt to Equity

INCE

-53.80%

JHI

N/A

P/S Ratio

INCE

3.06

JHI

N/A

P/B Ratio

INCE

3.92

JHI

N/A

INCE vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	INCE	JHI
1 month	+0.93%	+1.45%
3 months	+2.66%	+1.51%
6 months	+7.84%	+1.64%
1 year	+20.21%	+4.82%
5 years(CAGR)	+10.34%	+1.12%
10 years(CAGR)	+12.89%	+5.40%
Max(CAGR)	+12.89%	+7.27%

INCE

+0.93%

Winner

JHI

+1.45%

Winner

INCE

+2.66%

JHI

+1.51%

Winner

INCE

+7.84%

JHI

+1.64%

Winner

INCE

+20.21%

JHI

+4.82%

5Y(CAGR)

Winner

INCE

+10.34%

JHI

+1.12%

10Y(CAGR)

Winner

INCE

+12.89%

JHI

+5.40%

Max(CAGR)

Winner

INCE

+12.89%

JHI

+7.27%

INCE vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INCE	JHI
2026	+12.18%	+1.79%
2025	+15.97%	+7.96%
2024	+10.95%	+14.60%
2023	+13.81%	+10.82%
2022	-8.25%	-28.69%
2021	+24.91%	+20.11%
2020	+11.83%	+6.16%
2019	+32.52%	+31.98%
2018	-2.03%	-13.53%
2017	+19.65%	+11.84%
2016	+1.37%	+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%

INCE vs JHI Drawdown Comparison

The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

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

The current INCE drawdown is -1.41%. The current JHI drawdown is -1.19%.

Rank	INCE	JHI
#1	-33.95% Feb 14, 2020 - Sep 2, 2020	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-18.41% Dec 29, 2021 - Nov 30, 2023	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-15.95% Oct 2, 2018 - Mar 1, 2019	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-14.02% Nov 26, 2024 - Jun 30, 2025	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-7.73% Jan 26, 2018 - Jul 26, 2018	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-6.82% Oct 12, 2020 - Nov 9, 2020	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-6.62% Sep 2, 2020 - Oct 12, 2020	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-5.38% Mar 28, 2024 - Jun 24, 2024	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-5.07% Sep 2, 2021 - Oct 26, 2021	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-5.02% Jul 29, 2019 - Sep 5, 2019	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-4.90% Feb 27, 2026 - Apr 23, 2026	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-4.48% Sep 22, 2016 - Dec 20, 2016	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-4.24% Jan 8, 2021 - Mar 11, 2021	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-3.79% Jul 31, 2024 - Aug 16, 2024	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-3.60% Nov 16, 2021 - Dec 8, 2021	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between INCE and JHI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

INCE vs JHI dividend yield comparison.

Year	INCE	JHI
2026	2.65%	4.21%
2025	4.71%	8.89%
2024	3.25%	7.91%
2023	1.75%	6.81%
2022	1.68%	9.45%
2021	1.41%	7.57%
2020	1.40%	7.95%
2019	1.31%	6.81%
2018	1.55%	8.52%
2017	1.44%	7.59%
2016	0.50%	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%