JHDG vs AFSM
Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF).
5-Year PerformanceAFSM has outperformed JHDG, delivering a return of +9.1% compared to +1.0%
JHDG vs AFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JHDG
$99M
AFSM
$99M
Expense Ratio
Winner
JHDG
0.49%
AFSM
0.75%
Max Drawdown
Winner
JHDG
26.51%
AFSM
43.54%
Sharpe Ratio
JHDG
-0.41
Winner
AFSM
1.40
5Y Beta
Winner
JHDG
0.68
AFSM
1.03
P/E Ratio
JHDG
26.59
Winner
AFSM
20.53
Forward P/E
JHDG
21.42
Winner
AFSM
13.07
PEG Ratio
JHDG
0.58
AFSM
N/A
5Y Dividends CAGR
JHDG
N/A
AFSM
14.72%
5Y EPS CAGR
Winner
JHDG
26.66%
AFSM
11.71%
Debt to Equity
JHDG
15.18%
Winner
AFSM
-18.16%
P/S Ratio
JHDG
2.75
Winner
AFSM
1.15
P/B Ratio
JHDG
4.79
Winner
AFSM
2.22
JHDG vs AFSM - Holdings Comparison
JHDG and AFSM have 2 common holdings. Overlap is 0.26%
JHDG's top 25 holdings weight is 75.40%. AFSM's top 25 holdings weight is 19.95%.
| Rank | JHDG | AFSM |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.80% | BLOOM ENERGY CORP CLASS A (BE) - 1.99% |
| #2 | MICROSOFT CORP (MSFT) - 6.98% | VIAVI SOLUTIONS INC (VIAV) - 1.32% |
| #3 | AMAZON.COM INC (AMZN) - 6.92% | TTM TECHNOLOGIES INC (TTMI) - 1.25% |
| #4 | BROADCOM INC (AVGO) - 4.08% | PENGUIN SOLUTIONS INC (PENG) - 0.99% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.98% | BLUE BIRD CORP (BLBD) - 0.93% |
| #6 | COSTCO WHOLESALE CORP (COST) - 3.80% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.93% |
| #7 | NVIDIA CORP (NVDA) - 3.21% | NATIONAL HEALTHCARE CORP (NHC) - 0.86% |
| #8 | ELI LILLY AND CO (LLY) - 3.11% | PAR PACIFIC HOLDINGS INC (PARR) - 0.83% |
| #9 | PALO ALTO NETWORKS INC (PANW) - 3.11% | STERLING INFRASTRUCTURE INC (STRL) - 0.81% |
| #10 | MARVELL TECHNOLOGY INC (MRVL) - 2.95% | AMES NATIONAL CORP (ATLO) - 0.80% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81% | NLIGHT INC (LASR) - 0.78% |
| #12 | WALMART INC (WMT) - 2.68% | MATSON INC (MATX) - 0.76% |
| #13 | MICRON TECHNOLOGY INC (MU) - 2.52% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.75% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.41% | ENERSYS (ENS) - 0.71% |
| #15 | QNITY ELECTRONICS INC (Q) - 2.34% | TRUSTCO BANK CORP N Y (TRST) - 0.70% |
| #16 | EQT CORP (EQT) - 2.15% | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.69% |
| #17 | ARISTA NETWORKS INC (ANET) - 1.91% | POWELL INDUSTRIES INC (POWL) - 0.69% |
| #18 | VALERO ENERGY CORP (VLO) - 1.82% | n/a (SPHR) - 0.66% |
| #19 | BURLINGTON STORES INC (BURL) - 1.82% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.66% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 1.73% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.64% |
| #21 | LINDE PLC (LIN) - 1.59% | n/a (KNSA) - 0.44% |
| #22 | AMETEK INC (AME) - 1.46% | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.44% |
| #23 | MEDTRONIC PLC (MDT) - 1.46% | n/a (INDV) - 0.44% |
| #24 | SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.41% | GUARDANT HEALTH INC (GH) - 0.44% |
| #25 | AMERICAN TOWER CORP (AMT) - 1.35% | SIRIUSPOINT LTD (SPNT) - 0.44% |
| Total Holdings | 127 | 293 |
JHDG vs AFSM - Historical Returns
Returns include dividend reinvestment.
1M
JHDG
+1.38%
Winner
AFSM
+5.09%
3M
JHDG
N/A
AFSM
+21.46%
6M
JHDG
N/A
AFSM
+17.45%
1Y
JHDG
N/A
AFSM
+34.37%
5Y(CAGR)
JHDG
+0.96%
Winner
AFSM
+9.09%
10Y(CAGR)
JHDG
+3.14%
AFSM
N/A
Max(CAGR)
JHDG
+1.14%
Winner
AFSM
+11.74%
JHDG vs AFSM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JHDG | AFSM |
|---|---|---|
| 2026 | +6.63% | +19.60% |
| 2025 | N/A | +9.99% |
| 2024 | N/A | +10.93% |
| 2023 | N/A | +22.85% |
| 2022 | N/A | -17.86% |
| 2021 | N/A | +27.36% |
| 2020 | N/A | +8.73% |
| 2019 | +7.48% | +2.63% |
| 2018 | -16.99% | N/A |
| 2017 | +20.12% | N/A |
| 2016 | +3.60% | N/A |
| 2015 | -3.73% | N/A |
JHDG vs AFSM Drawdown Comparison
The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.
The maximum drawdown for AFSM was -43.54%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current JHDG drawdown is -8.76%.
| Rank | JHDG | AFSM |
|---|---|---|
| #1 | -25.13% Aug 10, 2015 - Jun 2, 2017 | -43.54% Jan 16, 2020 - Dec 4, 2020 |
| #2 | -23.51% Jan 17, 2018 - Dec 24, 2018 | -28.27% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -8.30% Jun 23, 2015 - Aug 10, 2015 | -25.07% Nov 11, 2024 - Sep 11, 2025 |
| #4 | -3.72% Nov 8, 2017 - Jan 4, 2018 | -9.56% Feb 26, 2026 - Apr 14, 2026 |
| #5 | -3.36% Apr 22, 2015 - May 18, 2015 | -9.26% Jul 31, 2024 - Oct 14, 2024 |
| #6 | -3.19% Aug 8, 2017 - Sep 12, 2017 | -8.21% Mar 15, 2021 - Apr 26, 2021 |
| #7 | -2.68% May 27, 2015 - Jun 23, 2015 | -8.17% Feb 12, 2021 - Mar 12, 2021 |
| #8 | -2.02% Jun 2, 2017 - Jun 27, 2017 | -8.05% Sep 18, 2025 - Dec 10, 2025 |
| #9 | -1.40% Apr 9, 2015 - Apr 21, 2015 | -7.71% Jul 1, 2021 - Aug 27, 2021 |
| #10 | -1.01% Oct 24, 2017 - Oct 31, 2017 | -7.54% Mar 28, 2024 - May 15, 2024 |
| #11 | -0.97% Jun 27, 2017 - Jul 3, 2017 | -6.30% Apr 27, 2021 - Jun 1, 2021 |
| #12 | -0.90% Jan 8, 2018 - Jan 17, 2018 | -5.51% May 15, 2024 - Jul 15, 2024 |
| #13 | -0.83% Jul 20, 2017 - Aug 1, 2017 | -4.91% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -0.81% Jul 3, 2017 - Jul 12, 2017 | -4.84% Jun 8, 2021 - Jul 1, 2021 |
| #15 | -0.76% Jul 13, 2017 - Jul 20, 2017 | -4.45% Jan 22, 2021 - Feb 4, 2021 |
Correlation
Correlation between JHDG and AFSM is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2015 - 2026)
JHDG vs AFSM dividend yield comparison.
| Year | JHDG | AFSM |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 0.00% | 0.58% |
| 2024 | 0.00% | 0.58% |
| 2023 | 0.00% | 0.92% |
| 2022 | 0.00% | 1.28% |
| 2021 | 0.00% | 0.35% |
| 2020 | 0.00% | 0.53% |
| 2019 | 0.00% | 0.32% |
| 2018 | 1.45% | 0.00% |
| 2017 | 2.18% | 0.00% |
| 2016 | 2.07% | 0.00% |
| 2015 | 0.97% | 0.00% |
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