JHDG vs MFSM

Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).

JHDG vs MFSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHDG(ETF)	MFSM(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.49%	0.34%
Max Drawdown	26.51%	4.60%
Sharpe Ratio	-0.42	1.22
5Y Beta	0.68	0.04
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

MFSM

$99M

Expense Ratio

JHDG

0.49%

Winner

MFSM

0.34%

Max Drawdown

JHDG

26.51%

Winner

MFSM

4.60%

Sharpe Ratio

JHDG

-0.42

Winner

MFSM

1.22

5Y Beta

JHDG

0.68

Winner

MFSM

0.04

P/E Ratio

JHDG

26.59

MFSM

N/A

Forward P/E

JHDG

21.42

MFSM

N/A

PEG Ratio

JHDG

0.58

MFSM

N/A

5Y EPS CAGR

JHDG

26.66%

MFSM

N/A

Debt to Equity

JHDG

15.18%

MFSM

N/A

P/S Ratio

JHDG

2.75

MFSM

N/A

P/B Ratio

JHDG

4.79

MFSM

N/A

JHDG vs MFSM - Historical Returns

Returns include dividend reinvestment.

Period	JHDG	MFSM
1 month	+1.38%	+0.60%
3 months	N/A	+0.94%
6 months	N/A	+2.42%
1 year	N/A	+6.73%
5 years(CAGR)	+0.96%	N/A
10 years(CAGR)	+3.14%	N/A
Max(CAGR)	+1.14%	+3.75%

Winner

JHDG

+1.38%

MFSM

+0.60%

JHDG

N/A

MFSM

+0.94%

JHDG

N/A

MFSM

+2.42%

JHDG

N/A

MFSM

+6.73%

5Y(CAGR)

JHDG

+0.96%

MFSM

N/A

10Y(CAGR)

JHDG

+3.14%

MFSM

N/A

Max(CAGR)

JHDG

+1.14%

Winner

MFSM

+3.75%

JHDG vs MFSM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JHDG	MFSM
2026	+6.63%	+1.80%
2025	N/A	+5.20%
2024	N/A	-1.30%
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 MFSM Drawdown Comparison

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

The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.

The current JHDG drawdown is -8.76%. The current MFSM drawdown is -0.45%.

Rank	JHDG	MFSM
#1	-25.13% Aug 10, 2015 - Jun 2, 2017	-3.86% Mar 3, 2025 - Sep 5, 2025
#2	-23.51% Jan 17, 2018 - Dec 24, 2018	-2.65% Feb 26, 2026 - Mar 26, 2026
#3	-8.30% Jun 23, 2015 - Aug 10, 2015	-2.10% Dec 9, 2024 - Feb 25, 2025
#4	-3.72% Nov 8, 2017 - Jan 4, 2018	-0.40% Jan 15, 2026 - Jan 26, 2026
#5	-3.36% Apr 22, 2015 - May 18, 2015	-0.32% Nov 11, 2025 - Nov 28, 2025
#6	-3.19% Aug 8, 2017 - Sep 12, 2017	-0.26% Nov 28, 2025 - Dec 18, 2025
#7	-2.68% May 27, 2015 - Jun 23, 2015	-0.24% Oct 27, 2025 - Nov 11, 2025
#8	-2.02% Jun 2, 2017 - Jun 27, 2017	-0.22% Sep 15, 2025 - Oct 1, 2025
#9	-1.40% Apr 9, 2015 - Apr 21, 2015	-0.18% Sep 8, 2025 - Sep 10, 2025
#10	-1.01% Oct 24, 2017 - Oct 31, 2017	-0.17% Dec 18, 2025 - Dec 24, 2025
#11	-0.97% Jun 27, 2017 - Jul 3, 2017	-0.12% Jan 7, 2026 - Jan 9, 2026
#12	-0.90% Jan 8, 2018 - Jan 17, 2018	-0.08% Sep 11, 2025 - Sep 15, 2025
#13	-0.83% Jul 20, 2017 - Aug 1, 2017	-0.05% Oct 1, 2025 - Oct 6, 2025
#14	-0.81% Jul 3, 2017 - Jul 12, 2017	-0.04% Oct 16, 2025 - Oct 20, 2025
#15	-0.76% Jul 13, 2017 - Jul 20, 2017	-0.04% Oct 22, 2025 - Oct 27, 2025