ISCV vs JHSC
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and JOHN HANCOCK MULTIFACTOR SMALL CAP ETF (JHSC, ETF).
5-Year PerformanceISCV has outperformed JHSC, delivering a return of +9.2% compared to +8.2%
ISCV vs JHSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISCV
$685M
Winner
JHSC
$687M
Expense Ratio
Winner
ISCV
0.06%
JHSC
0.42%
Max Drawdown
ISCV
64.85%
Winner
JHSC
42.66%
Sharpe Ratio
Winner
ISCV
1.37
JHSC
1.12
5Y Beta
Winner
ISCV
0.94
JHSC
0.98
P/E Ratio
ISCV
27.79
Winner
JHSC
27.06
Forward P/E
Winner
ISCV
12.73
JHSC
15.39
5Y Dividends CAGR
ISCV
9.99%
Winner
JHSC
11.46%
5Y EPS CAGR
ISCV
10.11%
Winner
JHSC
17.57%
Debt to Equity
Winner
ISCV
19.18%
JHSC
35.62%
P/S Ratio
Winner
ISCV
1.17
JHSC
1.38
P/B Ratio
Winner
ISCV
1.87
JHSC
2.30
ISCV vs JHSC - Holdings Comparison
ISCV and JHSC have 308 common holdings. Overlap is 34.87%
ISCV's top 25 holdings weight is 11.11%. JHSC's top 25 holdings weight is 11.38%.
| Rank | ISCV | JHSC |
|---|---|---|
| #1 | BEST BUY CO INC (BBY) - 0.53% | ARROW ELECTRONICS INC (ARW) - 0.57% |
| #2 | COMPASS INC CLASS A (COMP) - 0.52% | LITTELFUSE INC (LFUS) - 0.54% |
| #3 | COMMERCE BANCSHARES INC (CBSH) - 0.52% | RYDER SYSTEM INC (R) - 0.53% |
| #4 | HOST HOTELS & RESORTS INC (HST) - 0.51% | KRYSTAL BIOTECH INC (KRYS) - 0.52% |
| #5 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.49% | AFFILIATED MANAGERS GROUP INC (AMG) - 0.51% |
| #6 | ARAMARK (ARMK) - 0.49% | THE TIMKEN CO (TKR) - 0.50% |
| #7 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.48% | DARLING INGREDIENTS INC (DAR) - 0.50% |
| #8 | GEN DIGITAL INC (GEN) - 0.47% | ELEMENT SOLUTIONS INC (ESI) - 0.50% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.47% | VOYA FINANCIAL INC (VOYA) - 0.46% |
| #10 | GLOBE LIFE INC (GL) - 0.45% | ETSY INC (ETSY) - 0.45% |
| #11 | ASSURANT INC (AIZ) - 0.44% | AAON INC (AAON) - 0.45% |
| #12 | n/a (MKC) - 0.44% | SANMINA CORP (SANM) - 0.45% |
| #13 | STANLEY BLACK & DECKER INC (SWK) - 0.43% | FIRSTCASH HOLDINGS INC (FCFS) - 0.44% |
| #14 | PINNACLE WEST CAPITAL CORP (PNW) - 0.43% | JACKSON FINANCIAL INC (JXN) - 0.43% |
| #15 | BORGWARNER INC (BWA) - 0.43% | HEXCEL CORP (HXL) - 0.43% |
| #16 | UNUM GROUP (UNM) - 0.42% | SEMTECH CORP (SMTC) - 0.42% |
| #17 | AGNC INVESTMENT CORP (AGNC) - 0.42% | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.42% |
| #18 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.40% | AVNET INC (AVT) - 0.42% |
| #19 | FIRST HORIZON CORP (FHN) - 0.40% | LEAR CORP (LEA) - 0.42% |
| #20 | EXELIXIS INC (EXEL) - 0.40% | HUT 8 CORP (HUT) - 0.41% |
| #21 | JACKSON FINANCIAL INC (JXN) - 0.40% | IDACORP INC (IDA) - 0.41% |
| #22 | HANCOCK WHITNEY CORP (HWC) - 0.40% | LANDSTAR SYSTEM INC (LSTR) - 0.40% |
| #23 | APTIV PLC (APTV) - 0.39% | n/a (MSGS) - 0.40% |
| #24 | HF SINCLAIR CORP (DINO) - 0.39% | COMMERCIAL METALS CO (CMC) - 0.40% |
| #25 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% | SM ENERGY CO (SM) - 0.40% |
| Total Holdings | 1013 | 495 |
ISCV vs JHSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCV
+3.80%
JHSC
+1.40%
3M
Winner
ISCV
+7.00%
JHSC
+4.89%
6M
Winner
ISCV
+9.18%
JHSC
+6.90%
1Y
Winner
ISCV
+27.77%
JHSC
+22.93%
5Y(CAGR)
Winner
ISCV
+9.18%
JHSC
+8.22%
10Y(CAGR)
ISCV
+8.94%
Winner
JHSC
+9.06%
Max(CAGR)
ISCV
+8.96%
Winner
JHSC
+9.06%
ISCV vs JHSC - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | JHSC |
|---|---|---|
| 2026 | +15.47% | +14.63% |
| 2025 | +10.92% | +7.26% |
| 2024 | +9.68% | +10.44% |
| 2023 | +16.86% | +21.35% |
| 2022 | -11.52% | -15.01% |
| 2021 | +31.66% | +21.47% |
| 2020 | +1.05% | +11.50% |
| 2019 | +18.86% | +24.48% |
| 2018 | -17.59% | -12.49% |
| 2017 | +7.48% | +4.48% |
| 2016 | +29.41% | N/A |
| 2015 | -8.38% | N/A |
| 2014 | +11.06% | N/A |
| 2013 | +31.87% | N/A |
| 2012 | +16.54% | N/A |
| 2011 | -3.89% | N/A |
| 2010 | +23.12% | N/A |
| 2009 | +36.70% | N/A |
| 2008 | -30.60% | N/A |
| 2007 | -8.58% | N/A |
| 2006 | +17.67% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +17.35% | N/A |
ISCV vs JHSC Drawdown Comparison
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The maximum drawdown for JHSC was -42.66%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current ISCV drawdown is -0.83%. The current JHSC drawdown is -0.41%.
| Rank | ISCV | JHSC |
|---|---|---|
| #1 | -63.12% Jun 4, 2007 - Dec 20, 2010 | -42.66% Feb 20, 2020 - Nov 16, 2020 |
| #2 | -51.55% Aug 21, 2018 - Jan 7, 2021 | -25.22% Nov 8, 2021 - Dec 26, 2023 |
| #3 | -26.79% Apr 29, 2011 - Mar 13, 2012 | -25.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -24.70% Aug 29, 2018 - Jan 14, 2020 |
| #5 | -23.40% Apr 15, 2015 - Aug 8, 2016 | -10.77% Jan 23, 2018 - Jun 5, 2018 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -9.63% Feb 9, 2026 - Apr 17, 2026 |
| #7 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -8.07% Jul 31, 2024 - Sep 19, 2024 |
| #8 | -11.53% Mar 19, 2012 - Sep 6, 2012 | -7.61% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -11.32% Jan 23, 2018 - Jul 9, 2018 | -7.05% Apr 28, 2021 - Sep 1, 2021 |
| #10 | -10.73% Jul 1, 2014 - Nov 24, 2014 | -6.95% Mar 15, 2021 - Apr 16, 2021 |
| #11 | -10.37% May 9, 2006 - Oct 12, 2006 | -5.48% Feb 24, 2021 - Mar 11, 2021 |
| #12 | -10.33% Aug 2, 2005 - Jan 6, 2006 | -5.40% Dec 27, 2023 - Mar 1, 2024 |
| #13 | -9.91% Dec 29, 2004 - Jun 14, 2005 | -4.66% Jan 20, 2021 - Feb 4, 2021 |
| #14 | -9.26% Feb 10, 2026 - Apr 17, 2026 | -4.65% Sep 2, 2021 - Oct 20, 2021 |
| #15 | -8.89% Sep 14, 2012 - Dec 18, 2012 | -4.35% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between ISCV and JHSC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
ISCV vs JHSC dividend yield comparison.
| Year | ISCV | JHSC |
|---|---|---|
| 2026 | 0.77% | 0.39% |
| 2025 | 2.04% | 1.13% |
| 2024 | 2.01% | 0.96% |
| 2023 | 2.21% | 0.98% |
| 2022 | 2.12% | 1.13% |
| 2021 | 1.95% | 1.08% |
| 2020 | 2.01% | 1.12% |
| 2019 | 2.36% | 1.14% |
| 2018 | 2.48% | 1.09% |
| 2017 | 1.74% | 0.00% |
| 2016 | 2.49% | 0.00% |
| 2015 | 2.60% | 0.00% |
| 2014 | 2.40% | 0.00% |
| 2013 | 1.81% | 0.00% |
| 2012 | 2.65% | 0.00% |
| 2011 | 2.49% | 0.00% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.95% | 0.00% |
| 2008 | 3.30% | 0.00% |
| 2007 | 2.58% | 0.00% |
| 2006 | 2.00% | 0.00% |
| 2005 | 2.12% | 0.00% |
| 2004 | 1.09% | 0.00% |
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