JHDG vs NVBW

Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF).

JHDG vs NVBW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHDG(ETF)	NVBW(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.49%	0.74%
Max Drawdown	26.51%	8.41%
Sharpe Ratio	-0.42	1.42
5Y Beta	0.68	0.38
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

NVBW

$99M

Expense Ratio

Winner

JHDG

0.49%

NVBW

0.74%

Max Drawdown

JHDG

26.51%

Winner

NVBW

8.41%

Sharpe Ratio

JHDG

-0.42

Winner

NVBW

1.42

5Y Beta

JHDG

0.68

Winner

NVBW

0.38

P/E Ratio

JHDG

26.59

NVBW

N/A

Forward P/E

JHDG

21.42

NVBW

N/A

PEG Ratio

JHDG

0.58

NVBW

N/A

5Y EPS CAGR

JHDG

26.66%

NVBW

N/A

Debt to Equity

JHDG

15.18%

NVBW

N/A

P/S Ratio

JHDG

2.75

NVBW

N/A

P/B Ratio

JHDG

4.79

NVBW

N/A

JHDG vs NVBW - Historical Returns

Returns include dividend reinvestment.

Period	JHDG	NVBW
1 month	+2.41%	+1.10%
3 months	N/A	+5.89%
6 months	N/A	+5.83%
1 year	N/A	+12.00%
5 years(CAGR)	+1.13%	N/A
10 years(CAGR)	+3.34%	N/A
Max(CAGR)	+1.25%	+10.20%

Winner

JHDG

+2.41%

NVBW

+1.10%

JHDG

N/A

NVBW

+5.89%

JHDG

N/A

NVBW

+5.83%

JHDG

N/A

NVBW

+12.00%

5Y(CAGR)

JHDG

+1.13%

NVBW

N/A

10Y(CAGR)

JHDG

+3.34%

NVBW

N/A

Max(CAGR)

JHDG

+1.25%

Winner

NVBW

+10.20%

JHDG vs NVBW - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JHDG	NVBW
2026	+7.96%	+5.27%
2025	N/A	+9.47%
2024	N/A	+9.21%
2023	N/A	+12.73%
2022	N/A	+0.54%
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 NVBW Drawdown Comparison

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

The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current JHDG drawdown is -7.63%.

Rank	JHDG	NVBW
#1	-25.13% Aug 10, 2015 - Jun 2, 2017	-8.41% Feb 19, 2025 - Jun 3, 2025
#2	-23.51% Jan 17, 2018 - Dec 24, 2018	-7.20% Sep 14, 2023 - Dec 28, 2023
#3	-8.30% Jun 23, 2015 - Aug 10, 2015	-4.03% Feb 2, 2026 - Apr 14, 2026
#4	-3.72% Nov 8, 2017 - Jan 4, 2018	-3.66% Feb 2, 2023 - Apr 3, 2023
#5	-3.36% Apr 22, 2015 - May 18, 2015	-2.87% Nov 30, 2022 - Jan 13, 2023
#6	-3.19% Aug 8, 2017 - Sep 12, 2017	-2.15% Nov 1, 2022 - Nov 10, 2022
#7	-2.68% May 27, 2015 - Jun 23, 2015	-1.92% Nov 3, 2025 - Nov 26, 2025
#8	-2.02% Jun 2, 2017 - Jun 27, 2017	-1.88% Jul 31, 2023 - Aug 30, 2023
#9	-1.40% Apr 9, 2015 - Apr 21, 2015	-1.56% Jul 31, 2024 - Aug 13, 2024
#10	-1.01% Oct 24, 2017 - Oct 31, 2017	-1.46% Jun 4, 2026 - Jun 15, 2026
#11	-0.97% Jun 27, 2017 - Jul 3, 2017	-1.40% May 1, 2023 - May 17, 2023
#12	-0.90% Jan 8, 2018 - Jan 17, 2018	-1.28% Dec 5, 2024 - Jan 17, 2025
#13	-0.83% Jul 20, 2017 - Aug 1, 2017	-1.21% Jan 17, 2023 - Jan 23, 2023
#14	-0.81% Jul 3, 2017 - Jul 12, 2017	-1.19% Jan 9, 2026 - Jan 27, 2026
#15	-0.76% Jul 13, 2017 - Jul 20, 2017	-1.17% Apr 19, 2023 - Apr 28, 2023