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IYLD vs JHI

Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformanceIYLD has outperformed JHI, delivering a return of +3.3% compared to +1.1%

IYLD vs JHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYLD
$126M
Winner
JHI
$126M
Expense Ratio
IYLD
0.50%
JHI
N/A
Max Drawdown
Winner
IYLD
34.52%
JHI
58.45%
Sharpe Ratio
Winner
IYLD
1.48
JHI
0.13
5Y Beta
Winner
IYLD
0.25
JHI
0.29
5Y Dividends CAGR
Winner
IYLD
2.51%
JHI
1.81%

IYLD vs JHI - Historical Returns

Returns include dividend reinvestment.

1M
IYLD
+0.25%
Winner
JHI
+1.45%
3M
IYLD
+1.49%
Winner
JHI
+1.51%
6M
Winner
IYLD
+2.94%
JHI
+1.64%
1Y
Winner
IYLD
+12.68%
JHI
+4.82%
5Y(CAGR)
Winner
IYLD
+3.27%
JHI
+1.12%
10Y(CAGR)
IYLD
+3.78%
Winner
JHI
+5.40%
Max(CAGR)
IYLD
+4.34%
Winner
JHI
+7.27%

IYLD vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYLDJHI
2026+5.09%+1.79%
2025+15.02%+7.96%
2024+3.69%+14.60%
2023+12.27%+10.82%
2022-16.22%-28.69%
2021+3.72%+20.11%
2020-1.66%+6.16%
2019+15.57%+31.98%
2018-4.67%-13.53%
2017+10.40%+11.84%
2016+10.26%+23.22%
2015-4.94%-10.92%
2014+10.28%+1.57%
2013-0.31%-12.16%
2012+9.00%+10.43%
2011N/A+20.49%
2010N/A+21.76%
2009N/A+54.54%
2008N/A-14.95%
2007N/A-4.93%
2006N/A+14.25%
2005N/A-14.15%
2004N/A+21.64%
2003N/A+14.79%
2002N/A+6.80%
2001N/A+2.61%
2000N/A+20.26%
1999N/A-4.00%

IYLD vs JHI Drawdown Comparison

The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.

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

The current IYLD drawdown is -0.18%. The current JHI drawdown is -1.19%.

RankIYLDJHI
#1-30.23%
Feb 20, 2020 - Sep 2, 2021
-42.94%
Feb 20, 2020 - Dec 9, 2020
#2-22.58%
Sep 15, 2021 - Apr 29, 2025
-35.82%
Jun 10, 2008 - Jul 24, 2009
#3-11.74%
Apr 27, 2015 - Jun 8, 2016
-34.70%
Dec 31, 2021 - Oct 20, 2022
#4-11.06%
May 2, 2013 - Apr 8, 2014
-29.51%
Apr 8, 2013 - Feb 28, 2017
#5-7.04%
Jan 26, 2018 - Jan 31, 2019
-21.62%
Jan 25, 2005 - Jun 10, 2008
#6-5.20%
Sep 7, 2016 - Feb 21, 2017
-19.23%
Sep 14, 2012 - Apr 8, 2013
#7-4.63%
Feb 25, 2026 - Jul 6, 2026
-19.18%
Aug 23, 2017 - Jun 24, 2019
#8-3.81%
Aug 29, 2014 - Feb 3, 2015
-15.05%
Mar 19, 2004 - Aug 11, 2004
#9-2.86%
Feb 25, 2015 - Apr 15, 2015
-13.81%
Oct 4, 2010 - Feb 18, 2011
#10-2.59%
Jul 24, 2019 - Sep 20, 2019
-13.65%
Jun 29, 2011 - Sep 27, 2011
#11-2.41%
Oct 17, 2012 - Dec 5, 2012
-11.71%
Jul 2, 2010 - Sep 7, 2010
#12-2.38%
Apr 23, 2019 - Jun 18, 2019
-11.39%
Sep 27, 2011 - Nov 4, 2011
#13-2.34%
Jun 8, 2016 - Jun 30, 2016
-9.58%
Oct 8, 2009 - Jan 7, 2010
#14-2.00%
Oct 17, 2017 - Dec 8, 2017
-9.06%
Jun 12, 2003 - Dec 15, 2003
#15-1.98%
Jul 23, 2014 - Aug 19, 2014
-8.14%
Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between IYLD and JHI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

IYLD vs JHI dividend yield comparison.

YearIYLDJHI
20262.21%4.21%
20254.72%8.89%
20245.32%7.91%
20235.76%6.81%
20225.45%9.45%
20213.47%7.57%
20204.38%7.95%
20195.25%6.81%
20185.78%8.52%
20174.22%7.59%
20164.84%8.12%
20155.26%10.08%
20146.33%9.05%
20136.29%8.94%
20123.89%8.58%
20110.00%8.87%
20100.00%10.34%
20090.00%9.92%
20080.00%11.98%
20070.00%7.71%
20060.00%6.85%
20050.00%8.29%
20040.00%7.41%
20030.00%10.08%
20020.00%6.35%
20010.00%7.05%
20000.00%3.66%

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