JHDG vs IWMY

Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and DEFIANCE R2000 WEEKLY DISTRIBUTION ETF (IWMY, ETF).

JHDG vs IWMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHDG(ETF)	IWMY(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.49%	1.05%
Max Drawdown	26.51%	72.41%
Sharpe Ratio	-0.42	1.04
5Y Beta	0.68	0.77
P/E Ratio	26.59	N/A
Forward P/E	21.42	N/A
PEG Ratio	0.58	N/A
5Y EPS CAGR	26.66%	N/A
Debt to Equity	15.18%	N/A
P/S Ratio	2.75	N/A
P/B Ratio	4.79	N/A

Net Assets

JHDG

$99M

Winner

IWMY

$99M

Expense Ratio

Winner

JHDG

0.49%

IWMY

1.05%

Max Drawdown

Winner

JHDG

26.51%

IWMY

72.41%

Sharpe Ratio

JHDG

-0.42

Winner

IWMY

1.04

5Y Beta

Winner

JHDG

0.68

IWMY

0.77

P/E Ratio

JHDG

26.59

IWMY

N/A

Forward P/E

JHDG

21.42

IWMY

N/A

PEG Ratio

JHDG

0.58

IWMY

N/A

5Y EPS CAGR

JHDG

26.66%

IWMY

N/A

Debt to Equity

JHDG

15.18%

IWMY

N/A

P/S Ratio

JHDG

2.75

IWMY

N/A

P/B Ratio

JHDG

4.79

IWMY

N/A

JHDG vs IWMY - Holdings Comparison

JHDG and IWMY have 0 common holdings. Overlap is 0.00%

JHDG's top 25 holdings weight is 75.40%. IWMY's top 25 holdings weight is 3.96%.

Rank	JHDG	IWMY
#1	ALPHABET INC CLASS A (GOOGL) - 7.80%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.96%
#2	MICROSOFT CORP (MSFT) - 6.98%	N/A
#3	AMAZON.COM INC (AMZN) - 6.92%	N/A
#4	BROADCOM INC (AVGO) - 4.08%	N/A
#5	JPMORGAN CHASE & CO (JPM) - 3.98%	N/A
#6	COSTCO WHOLESALE CORP (COST) - 3.80%	N/A
#7	NVIDIA CORP (NVDA) - 3.21%	N/A
#8	ELI LILLY AND CO (LLY) - 3.11%	N/A
#9	PALO ALTO NETWORKS INC (PANW) - 3.11%	N/A
#10	MARVELL TECHNOLOGY INC (MRVL) - 2.95%	N/A
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81%	N/A
#12	WALMART INC (WMT) - 2.68%	N/A
#13	MICRON TECHNOLOGY INC (MU) - 2.52%	N/A
#14	APPLIED MATERIALS INC (AMAT) - 2.41%	N/A
#15	QNITY ELECTRONICS INC (Q) - 2.34%	N/A
#16	EQT CORP (EQT) - 2.15%	N/A
#17	ARISTA NETWORKS INC (ANET) - 1.91%	N/A
#18	VALERO ENERGY CORP (VLO) - 1.82%	N/A
#19	BURLINGTON STORES INC (BURL) - 1.82%	N/A
#20	FREEPORT-MCMORAN INC (FCX) - 1.73%	N/A
#21	LINDE PLC (LIN) - 1.59%	N/A
#22	AMETEK INC (AME) - 1.46%	N/A
#23	MEDTRONIC PLC (MDT) - 1.46%	N/A
#24	SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.41%	N/A
#25	AMERICAN TOWER CORP (AMT) - 1.35%	N/A
Total Holdings	127	1

JHDG vs IWMY - Historical Returns

Returns include dividend reinvestment.

Period	JHDG	IWMY
1 month	+1.38%	+2.94%
3 months	N/A	+15.08%
6 months	N/A	+10.65%
1 year	N/A	+21.28%
5 years(CAGR)	+0.96%	N/A
10 years(CAGR)	+3.14%	N/A
Max(CAGR)	+1.14%	+15.48%

JHDG

+1.38%

Winner

IWMY

+2.94%

JHDG

N/A

IWMY

+15.08%

JHDG

N/A

IWMY

+10.65%

JHDG

N/A

IWMY

+21.28%

5Y(CAGR)

JHDG

+0.96%

IWMY

N/A

10Y(CAGR)

JHDG

+3.14%

IWMY

N/A

Max(CAGR)

JHDG

+1.14%

Winner

IWMY

+15.48%

JHDG vs IWMY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JHDG	IWMY
2026	+6.63%	+12.77%
2025	N/A	+9.70%
2024	N/A	+6.48%
2023	N/A	+9.69%
2019	+7.48%	N/A
2018	-16.99%	N/A
2017	+20.12%	N/A
2016	+3.60%	N/A
2015	-3.73%	N/A

JHDG vs IWMY Drawdown Comparison

The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.

The maximum drawdown for IWMY was -18.59%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.

The current JHDG drawdown is -8.76%. The current IWMY drawdown is -0.13%.

Rank	JHDG	IWMY
#1	-25.13% Aug 10, 2015 - Jun 2, 2017	-18.59% Feb 18, 2025 - Jul 2, 2025
#2	-23.51% Jan 17, 2018 - Dec 24, 2018	-11.53% Jan 22, 2026 - Apr 17, 2026
#3	-8.30% Jun 23, 2015 - Aug 10, 2015	-7.72% Oct 6, 2025 - Jan 15, 2026
#4	-3.72% Nov 8, 2017 - Jan 4, 2018	-7.07% Jul 31, 2024 - Sep 19, 2024
#5	-3.36% Apr 22, 2015 - May 18, 2015	-6.50% Nov 11, 2024 - Feb 18, 2025
#6	-3.19% Aug 8, 2017 - Sep 12, 2017	-5.26% Dec 27, 2023 - Mar 21, 2024
#7	-2.68% May 27, 2015 - Jun 23, 2015	-4.71% Mar 28, 2024 - May 14, 2024
#8	-2.02% Jun 2, 2017 - Jun 27, 2017	-4.65% May 6, 2026 - May 26, 2026
#9	-1.40% Apr 9, 2015 - Apr 21, 2015	-3.58% May 20, 2024 - Jul 11, 2024
#10	-1.01% Oct 24, 2017 - Oct 31, 2017	-3.49% Jun 4, 2026 - Jun 5, 2026
#11	-0.97% Jun 27, 2017 - Jul 3, 2017	-3.36% Oct 17, 2024 - Nov 6, 2024
#12	-0.90% Jan 8, 2018 - Jan 17, 2018	-3.04% Jul 23, 2025 - Aug 12, 2025
#13	-0.83% Jul 20, 2017 - Aug 1, 2017	-2.76% Nov 3, 2023 - Nov 20, 2023
#14	-0.81% Jul 3, 2017 - Jul 12, 2017	-2.36% Jul 16, 2024 - Jul 31, 2024
#15	-0.76% Jul 13, 2017 - Jul 20, 2017	-2.18% Jul 10, 2025 - Jul 23, 2025