JHCR vs ETY
Comparison between JOHN HANCOCK CORE BOND ETF (JHCR, ETF) and Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF).
JHCR vs ETY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JHCR
$2.50B
ETY
$2.50B
Expense Ratio
JHCR
0.29%
ETY
N/A
Max Drawdown
Winner
JHCR
4.05%
ETY
64.57%
Sharpe Ratio
JHCR
-0.21
Winner
ETY
-0.18
5Y Beta
Winner
JHCR
0.06
ETY
0.92
5Y Dividends CAGR
JHCR
N/A
ETY
4.98%
JHCR vs ETY - Historical Returns
Returns include dividend reinvestment.
1M
JHCR
-0.16%
Winner
ETY
+1.37%
3M
JHCR
+0.01%
Winner
ETY
+0.47%
6M
JHCR
-0.10%
Winner
ETY
+1.39%
1Y
Winner
JHCR
+2.93%
ETY
+0.74%
5Y(CAGR)
JHCR
N/A
ETY
+8.81%
10Y(CAGR)
JHCR
N/A
ETY
+12.31%
Max(CAGR)
JHCR
+4.65%
Winner
ETY
+8.58%
JHCR vs ETY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JHCR | ETY |
|---|---|---|
| 2026 | +0.48% | +0.52% |
| 2025 | +7.59% | +11.01% |
| 2024 | -0.28% | +35.10% |
| 2023 | N/A | +21.52% |
| 2022 | N/A | -20.72% |
| 2021 | N/A | +34.82% |
| 2020 | N/A | +6.29% |
| 2019 | N/A | +31.23% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +29.36% |
| 2016 | N/A | +4.62% |
| 2015 | N/A | +9.12% |
| 2014 | N/A | +12.87% |
| 2013 | N/A | +25.11% |
| 2012 | N/A | +16.30% |
| 2011 | N/A | -13.08% |
| 2010 | N/A | -2.81% |
| 2009 | N/A | +36.46% |
| 2008 | N/A | -25.83% |
| 2007 | N/A | -8.21% |
| 2006 | N/A | +0.25% |
JHCR vs ETY Drawdown Comparison
The maximum drawdown for JHCR was -2.85%, occurring on Apr 11, 2025. Recovery took 56 trading sessions.
The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.
The current JHCR drawdown is -1.51%. The current ETY drawdown is -2.07%.
| Rank | JHCR | ETY |
|---|---|---|
| #1 | -2.85% Apr 4, 2025 - Jun 26, 2025 | -52.91% Jun 1, 2007 - Jan 18, 2013 |
| #2 | -2.84% Feb 27, 2026 - Mar 20, 2026 | -42.40% Feb 12, 2020 - Nov 17, 2020 |
| #3 | -1.56% Dec 18, 2024 - Jan 21, 2025 | -24.43% Sep 13, 2018 - Jun 20, 2019 |
| #4 | -1.14% Oct 27, 2025 - Feb 6, 2026 | -24.03% Dec 31, 2021 - Feb 5, 2024 |
| #5 | -1.12% Feb 5, 2025 - Feb 21, 2025 | -21.28% Feb 19, 2025 - Jun 25, 2025 |
| #6 | -1.11% Jun 30, 2025 - Jul 29, 2025 | -14.39% Sep 22, 2025 - Mar 30, 2026 |
| #7 | -1.11% Mar 3, 2025 - Apr 3, 2025 | -13.90% Nov 3, 2015 - Aug 5, 2016 |
| #8 | -0.83% Sep 16, 2025 - Oct 14, 2025 | -12.52% Sep 3, 2014 - Nov 5, 2014 |
| #9 | -0.43% Aug 13, 2025 - Aug 22, 2025 | -11.93% Jul 20, 2015 - Nov 3, 2015 |
| #10 | -0.40% Jan 21, 2025 - Jan 27, 2025 | -8.97% Jan 26, 2018 - May 8, 2018 |
| #11 | -0.36% Aug 4, 2025 - Aug 13, 2025 | -8.63% Sep 8, 2016 - Jan 26, 2017 |
| #12 | -0.25% Sep 8, 2025 - Sep 11, 2025 | -8.09% May 21, 2013 - Jul 15, 2013 |
| #13 | -0.24% Aug 28, 2025 - Sep 3, 2025 | -7.21% Jul 10, 2024 - Aug 30, 2024 |
| #14 | -0.24% Jul 29, 2025 - Aug 1, 2025 | -6.77% Nov 28, 2014 - Feb 27, 2015 |
| #15 | -0.23% Oct 21, 2025 - Oct 27, 2025 | -6.17% Jan 22, 2014 - Feb 18, 2014 |
Correlation
Correlation between JHCR and ETY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2007 - 2026)
JHCR vs ETY dividend yield comparison.
| Year | JHCR | ETY |
|---|---|---|
| 2026 | 1.98% | 4.74% |
| 2025 | 4.65% | 7.76% |
| 2024 | 0.20% | 7.59% |
| 2023 | 0.00% | 7.92% |
| 2022 | 0.00% | 10.04% |
| 2021 | 0.00% | 7.01% |
| 2020 | 0.00% | 8.26% |
| 2019 | 0.00% | 8.08% |
| 2018 | 0.00% | 9.92% |
| 2017 | 0.00% | 8.30% |
| 2016 | 0.00% | 9.77% |
| 2015 | 0.00% | 9.03% |
| 2014 | 0.00% | 9.06% |
| 2013 | 0.00% | 9.26% |
| 2012 | 0.00% | 11.19% |
| 2011 | 0.00% | 13.06% |
| 2010 | 0.00% | 14.35% |
| 2009 | 0.00% | 14.09% |
| 2008 | 0.00% | 17.11% |
| 2007 | 0.00% | 11.13% |
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