IVVB vs JHI

Comparison between iShares Large Cap Deep Buffer ETF (IVVB, ETF) and John Hancock Investors Trust (JHI, ETF).

IVVB vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVB(ETF)	JHI(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.51%	N/A
Max Drawdown	13.34%	58.45%
Sharpe Ratio	1.24	0.50
5Y Beta	0.57	0.29
5Y Dividends CAGR	N/A	1.81%

Net Assets

IVVB

$129M

Winner

JHI

$129M

Expense Ratio

IVVB

0.51%

JHI

N/A

Max Drawdown

Winner

IVVB

13.34%

JHI

58.45%

Sharpe Ratio

Winner

IVVB

1.24

JHI

0.50

5Y Beta

IVVB

0.57

Winner

JHI

0.29

5Y Dividends CAGR

IVVB

N/A

JHI

1.81%

IVVB vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	IVVB	JHI
1 month	+0.31%	+1.69%
3 months	+5.18%	+2.23%
6 months	+4.11%	+0.53%
1 year	+13.25%	+6.99%
5 years(CAGR)	N/A	+1.07%
10 years(CAGR)	N/A	+6.42%
Max(CAGR)	+11.74%	+7.26%

IVVB

+0.31%

Winner

JHI

+1.69%

Winner

IVVB

+5.18%

JHI

+2.23%

Winner

IVVB

+4.11%

JHI

+0.53%

Winner

IVVB

+13.25%

JHI

+6.99%

5Y(CAGR)

IVVB

N/A

JHI

+1.07%

10Y(CAGR)

IVVB

N/A

JHI

+6.42%

Max(CAGR)

Winner

IVVB

+11.74%

JHI

+7.26%

IVVB vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVVB	JHI
2026	+3.85%	+0.76%
2025	+9.71%	+7.96%
2024	+19.14%	+14.60%
2023	+2.60%	+10.82%
2022	N/A	-28.69%
2021	N/A	+20.11%
2020	N/A	+6.16%
2019	N/A	+31.98%
2018	N/A	-13.53%
2017	N/A	+11.84%
2016	N/A	+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%

IVVB vs JHI Drawdown Comparison

The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

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

The current IVVB drawdown is -0.72%. The current JHI drawdown is -2.19%.

Rank	IVVB	JHI
#1	-13.08% Feb 19, 2025 - Jul 23, 2025	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-7.77% Jul 28, 2023 - Dec 13, 2023	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-5.75% Feb 2, 2026 - Apr 22, 2026	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-5.35% Jul 16, 2024 - Aug 21, 2024	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-3.51% Mar 28, 2024 - May 15, 2024	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-3.44% Aug 30, 2024 - Sep 17, 2024	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-3.03% Dec 16, 2024 - Feb 13, 2025	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-3.02% Nov 12, 2025 - Nov 28, 2025	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-2.02% Dec 11, 2025 - Dec 23, 2025	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-1.93% Jan 12, 2026 - Jan 27, 2026	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-1.75% Oct 8, 2025 - Oct 20, 2025	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-1.66% Jun 1, 2026 - Jun 10, 2026	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-1.63% Oct 18, 2024 - Nov 6, 2024	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-1.48% May 21, 2024 - Jun 5, 2024	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-1.37% Jul 28, 2025 - Aug 8, 2025	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between IVVB and JHI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

IVVB vs JHI dividend yield comparison.

Year	IVVB	JHI
2026	0.00%	4.25%
2025	1.22%	8.89%
2024	0.87%	7.91%
2023	0.00%	6.81%
2022	0.00%	9.45%
2021	0.00%	7.57%
2020	0.00%	7.95%
2019	0.00%	6.81%
2018	0.00%	8.52%
2017	0.00%	7.59%
2016	0.00%	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%