IVOO vs JHMM

Comparison between VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF) and JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM, ETF).

5-Year PerformanceJHMM has outperformed IVOO, delivering a return of +8.7% compared to +8.4%

IVOO vs JHMM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOO(ETF)	JHMM(ETF)
Net Assets	$5.40B	$5.40B
Expense Ratio	0.07%	0.41%
Max Drawdown	42.47%	40.71%
Sharpe Ratio	1.30	1.41
5Y Beta	0.99	0.92
P/E Ratio	24.85	26.35
Forward P/E	16.57	16.45
5Y Dividends CAGR	17.68%	6.38%
5Y EPS CAGR	12.86%	13.55%
Debt to Equity	37.55%	26.36%
P/S Ratio	1.58	1.66
P/B Ratio	2.70	2.91

Net Assets

IVOO

$5.40B

JHMM

$5.40B

Expense Ratio

Winner

IVOO

0.07%

JHMM

0.41%

Max Drawdown

IVOO

42.47%

Winner

JHMM

40.71%

Sharpe Ratio

IVOO

1.30

Winner

JHMM

1.41

5Y Beta

IVOO

0.99

Winner

JHMM

0.92

P/E Ratio

Winner

IVOO

24.85

JHMM

26.35

Forward P/E

IVOO

16.57

Winner

JHMM

16.45

5Y Dividends CAGR

Winner

IVOO

17.68%

JHMM

6.38%

5Y EPS CAGR

IVOO

12.86%

Winner

JHMM

13.55%

Debt to Equity

IVOO

37.55%

Winner

JHMM

26.36%

P/S Ratio

Winner

IVOO

1.58

JHMM

1.66

P/B Ratio

Winner

IVOO

2.70

JHMM

2.91

IVOO vs JHMM - Holdings Comparison

IVOO and JHMM have 263 common holdings. Overlap is 35.33%

IVOO's top 25 holdings weight is 15.92%. JHMM's top 25 holdings weight is 11.31%.

Rank	IVOO	JHMM
#1	TECHNIPFMC PLC (FTI) - 0.87%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.61%
#2	CASEY'S GENERAL STORES INC (CASY) - 0.84%	COMFORT SYSTEMS USA INC (FIX) - 0.59%
#3	UNITED THERAPEUTICS CORP (UTHR) - 0.80%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.59%
#4	CURTISS-WRIGHT CORP (CW) - 0.78%	CIENA CORP (CIEN) - 0.54%
#5	FLEX LTD (FLEX) - 0.75%	COHERENT CORP (COHR) - 0.53%
#6	XPO INC (XPO) - 0.71%	FLEX LTD (FLEX) - 0.51%
#7	WOODWARD INC (WWD) - 0.66%	TARGA RESOURCES CORP (TRGP) - 0.50%
#8	ROYAL GOLD INC (RGLD) - 0.64%	ENTERGY CORP (ETR) - 0.48%
#9	BURLINGTON STORES INC (BURL) - 0.63%	AMETEK INC (AME) - 0.47%
#10	US FOODS HOLDING CORP (USFD) - 0.63%	EBAY INC (EBAY) - 0.45%
#11	ATI INC (ATI) - 0.62%	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.45%
#12	CARPENTER TECHNOLOGY CORP (CRS) - 0.61%	TERADYNE INC (TER) - 0.43%
#13	MASTEC INC (MTZ) - 0.61%	LUMENTUM HOLDINGS INC (LITE) - 0.43%
#14	TWILIO INC CLASS A (TWLO) - 0.59%	FIFTH THIRD BANCORP (FITB) - 0.43%
#15	ILLUMINA INC (ILMN) - 0.59%	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.41%
#16	NVENT ELECTRIC PLC (NVT) - 0.59%	CHENIERE ENERGY INC (LNG) - 0.41%
#17	EVERPURE INC CLASS A (P) - 0.58%	STATE STREET CORP (STT) - 0.41%
#18	FABRINET (FN) - 0.58%	ROCKWELL AUTOMATION INC (ROK) - 0.40%
#19	BWX TECHNOLOGIES INC (BWXT) - 0.58%	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.40%
#20	NEXTPOWER INC CLASS A (NXT) - 0.56%	EMCOR GROUP INC (EME) - 0.40%
#21	ENTEGRIS INC (ENTG) - 0.56%	JABIL INC (JBL) - 0.39%
#22	RB GLOBAL INC (RBA) - 0.55%	STEEL DYNAMICS INC (STLD) - 0.38%
#23	ALCOA CORP (AA) - 0.54%	CARDINAL HEALTH INC (CAH) - 0.38%
#24	RBC BEARINGS INC (RBC) - 0.53%	UNITED THERAPEUTICS CORP (UTHR) - 0.36%
#25	TENET HEALTHCARE CORP (THC) - 0.52%	TECHNIPFMC PLC (FTI) - 0.36%
Total Holdings	404	667

IVOO vs JHMM - Historical Returns

Returns include dividend reinvestment.

Period	IVOO	JHMM
1 month	+2.90%	+2.24%
3 months	+4.08%	+3.17%
6 months	+12.63%	+10.93%
1 year	+21.77%	+21.87%
5 years(CAGR)	+8.44%	+8.74%
10 years(CAGR)	+11.31%	+11.91%
Max(CAGR)	+12.15%	+11.98%

Winner

IVOO

+2.90%

JHMM

+2.24%

Winner

IVOO

+4.08%

JHMM

+3.17%

Winner

IVOO

+12.63%

JHMM

+10.93%

IVOO

+21.77%

Winner

JHMM

+21.87%

5Y(CAGR)

IVOO

+8.44%

Winner

JHMM

+8.74%

10Y(CAGR)

IVOO

+11.31%

Winner

JHMM

+11.91%

Max(CAGR)

Winner

IVOO

+12.15%

JHMM

+11.98%

IVOO vs JHMM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVOO	JHMM
2026	+9.79%	+8.44%
2025	+7.63%	+10.80%
2024	+14.16%	+15.10%
2023	+16.94%	+15.01%
2022	-13.44%	-15.03%
2021	+26.61%	+26.47%
2020	+13.41%	+15.77%
2019	+26.49%	+30.40%
2018	-12.13%	-10.41%
2017	+15.53%	+19.29%
2016	+22.10%	+16.32%
2015	-2.14%	+6.08%
2014	+10.55%	N/A
2013	+30.06%	N/A
2012	+16.54%	N/A
2011	-3.77%	N/A
2010	+20.66%	N/A

IVOO vs JHMM Drawdown Comparison

The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for JHMM was -40.71%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current IVOO drawdown is -1.80%. The current JHMM drawdown is -1.52%.

Rank	IVOO	JHMM
#1	-42.34% Feb 20, 2020 - Nov 9, 2020	-40.71% Feb 20, 2020 - Oct 12, 2020
#2	-26.27% Apr 29, 2011 - Mar 19, 2012	-24.10% Nov 16, 2021 - Mar 1, 2024
#3	-24.22% Nov 25, 2024 - Dec 10, 2025	-21.87% Nov 25, 2024 - Aug 22, 2025
#4	-23.80% Nov 16, 2021 - Feb 12, 2024	-21.79% Aug 29, 2018 - Apr 30, 2019
#5	-23.22% Aug 29, 2018 - Nov 25, 2019	-15.58% Dec 1, 2015 - Apr 27, 2016
#6	-19.34% Jun 23, 2015 - Jul 11, 2016	-9.29% Jan 26, 2018 - Aug 7, 2018
#7	-11.38% Mar 26, 2012 - Sep 6, 2012	-8.64% Feb 26, 2026 - Apr 17, 2026
#8	-10.54% Jul 1, 2014 - Nov 20, 2014	-7.10% Jun 8, 2016 - Jul 11, 2016
#9	-9.67% Jan 26, 2018 - Jun 6, 2018	-6.81% Mar 28, 2024 - Jul 16, 2024
#10	-8.81% Mar 2, 2026 - Apr 17, 2026	-6.81% May 3, 2019 - Jun 20, 2019
#11	-7.98% Jul 16, 2024 - Sep 19, 2024	-6.75% Jul 26, 2019 - Oct 30, 2019
#12	-7.62% Sep 14, 2012 - Dec 18, 2012	-6.53% Jul 16, 2024 - Aug 23, 2024
#13	-7.19% Mar 28, 2024 - Jul 15, 2024	-5.76% Oct 12, 2020 - Nov 5, 2020
#14	-7.11% May 21, 2013 - Jul 11, 2013	-5.39% Oct 27, 2025 - Nov 28, 2025
#15	-6.92% May 7, 2021 - Aug 27, 2021	-5.29% Sep 7, 2016 - Nov 14, 2016

Correlation

Correlation between IVOO and JHMM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2010 - 2026)

IVOO vs JHMM dividend yield comparison.

Year	IVOO	JHMM
2026	0.28%	0.00%
2025	1.35%	0.98%
2024	1.30%	1.01%
2023	1.25%	1.17%
2022	1.58%	1.16%
2021	1.14%	0.72%
2020	1.23%	1.04%
2019	1.49%	1.02%
2018	1.56%	1.36%
2017	1.22%	0.90%
2016	1.37%	1.15%
2015	1.45%	0.33%
2014	1.26%	0.00%
2013	0.92%	0.00%
2012	1.07%	0.00%
2011	0.81%	0.00%
2010	0.60%	0.00%