JHAC vs SPY
Comparison between JOHN HANCOCK FUNDAMENTAL ALL CAP CORE ETF (JHAC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
JHAC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JHAC
$3.60M
Winner
SPY
$735B
Expense Ratio
JHAC
0.72%
Winner
SPY
0.09%
Max Drawdown
Winner
JHAC
24.92%
SPY
56.47%
Sharpe Ratio
JHAC
0.38
Winner
SPY
1.62
5Y Beta
JHAC
1.02
Winner
SPY
1.00
P/E Ratio
JHAC
35.45
Winner
SPY
28.99
Forward P/E
Winner
JHAC
19.46
SPY
22.37
5Y Dividends CAGR
JHAC
N/A
SPY
5.43%
5Y EPS CAGR
JHAC
23.44%
Winner
SPY
26.05%
Debt to Equity
JHAC
63.07%
Winner
SPY
32.40%
P/S Ratio
Winner
JHAC
2.03
SPY
3.74
P/B Ratio
Winner
JHAC
3.37
SPY
5.61
JHAC vs SPY - Holdings Comparison
JHAC and SPY have 28 common holdings. Overlap is 22.79%
JHAC's top 25 holdings weight is 79.84%. SPY's top 25 holdings weight is 52.37%.
| Rank | JHAC | SPY |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 8.21% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | NVIDIA CORP (NVDA) - 6.24% | APPLE INC (AAPL) - 7.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.60% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | LENNAR CORP CLASS A (LEN) - 4.86% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | APPLE INC (AAPL) - 4.24% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | KKR & CO INC ORDINARY SHARES (KKR) - 3.98% | BROADCOM INC (AVGO) - 3.10% |
| #7 | MORGAN STANLEY (MS) - 3.78% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | CHENIERE ENERGY INC (LNG) - 3.34% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | FIRST HAWAIIAN INC (FHB) - 3.28% | TESLA INC (TSLA) - 1.89% |
| #10 | CROWN CASTLE INC (CCI) - 3.23% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ANALOG DEVICES INC (ADI) - 3.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | SALESFORCE INC (CRM) - 2.87% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | UNITED RENTALS INC (URI) - 2.72% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | WORKDAY INC CLASS A (WDAY) - 2.55% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | THE GOLDMAN SACHS GROUP INC (GS) - 2.46% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | LIBERTY FORMULA ONE GROUP REGISTERED SHS SERIES -C- FORMULA ONE (FWONK) - 2.30% | INTEL CORP (INTC) - 0.90% |
| #17 | JH CTF (n/a) - 2.23% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | ORACLE CORP (ORCL) - 2.04% | VISA INC CLASS A (V) - 0.85% |
| #19 | S&P GLOBAL INC (SPGI) - 2.02% | WALMART INC (WMT) - 0.81% |
| #20 | PARKER HANNIFIN CORP (PH) - 2.01% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | GROUP 1 AUTOMOTIVE INC (GPI) - 2.01% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | HOLOGIC INC (n/a) - 1.79% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.68% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | REGAL REXNORD CORP (RRX) - 1.62% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ELEVANCE HEALTH INC (ELV) - 1.59% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 50 | 505 |
JHAC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JHAC
-0.27%
Winner
SPY
+1.90%
3M
JHAC
+3.89%
Winner
SPY
+8.55%
6M
JHAC
-3.50%
Winner
SPY
+8.18%
1Y
JHAC
+8.14%
Winner
SPY
+25.79%
5Y(CAGR)
JHAC
N/A
SPY
+13.32%
10Y(CAGR)
JHAC
N/A
SPY
+15.19%
Max(CAGR)
Winner
JHAC
+15.86%
SPY
+8.47%
JHAC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JHAC | SPY |
|---|---|---|
| 2026 | -0.77% | +8.26% |
| 2025 | +3.76% | +18.00% |
| 2024 | +24.79% | +25.59% |
| 2023 | +15.41% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
JHAC vs SPY Drawdown Comparison
The maximum drawdown for JHAC was -24.42%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JHAC drawdown is -4.41%. The current SPY drawdown is -2.90%.
| Rank | JHAC | SPY |
|---|---|---|
| #1 | -24.42% Dec 4, 2024 - Sep 8, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.23% Dec 11, 2025 - Mar 30, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.13% Jul 16, 2024 - Sep 19, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -6.32% Mar 28, 2024 - May 9, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.74% Oct 27, 2025 - Dec 10, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.56% Sep 11, 2025 - Oct 21, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.36% Dec 28, 2023 - Jan 25, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.55% Oct 18, 2024 - Nov 6, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.39% Feb 12, 2024 - Feb 22, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.32% May 21, 2024 - Jun 12, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.18% Nov 11, 2024 - Nov 25, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.08% Jan 29, 2024 - Feb 7, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.48% Mar 12, 2024 - Mar 20, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.46% Mar 1, 2024 - Mar 7, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.45% Dec 1, 2023 - Dec 8, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JHAC and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
JHAC vs SPY dividend yield comparison.
| Year | JHAC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.58% | 1.07% |
| 2024 | 0.66% | 1.21% |
| 2023 | 0.17% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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