JHDG vs ROAM
Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF).
5-Year PerformanceROAM has outperformed JHDG, delivering a return of +13.0% compared to +1.4%
JHDG vs ROAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JHDG
$107M
ROAM
$106M
Expense Ratio
JHDG
0.49%
Winner
ROAM
0.44%
Max Drawdown
Winner
JHDG
26.51%
ROAM
48.65%
Sharpe Ratio
JHDG
-0.15
Winner
ROAM
1.64
5Y Beta
JHDG
0.75
Winner
ROAM
0.70
P/E Ratio
JHDG
24.53
ROAM
N/A
Forward P/E
JHDG
20.16
ROAM
N/A
PEG Ratio
JHDG
0.10
ROAM
N/A
5Y Dividends CAGR
JHDG
N/A
ROAM
4.48%
5Y EPS CAGR
JHDG
30.60%
ROAM
N/A
Debt to Equity
JHDG
16.79%
ROAM
N/A
P/S Ratio
JHDG
2.87
ROAM
N/A
P/B Ratio
JHDG
4.92
ROAM
N/A
JHDG vs ROAM - Holdings Comparison
JHDG and ROAM have 1 common holdings. Overlap is -0.17%
JHDG's top 25 holdings weight is 75.03%. ROAM's top 25 holdings weight is 25.81%.
| Rank | JHDG | ROAM |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.21% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.47% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.13% | UNITED MICROELECTRONICS CORP (n/a) - 1.67% |
| #3 | AMAZON.COM INC (AMZN) - 6.55% | ASPEED TECHNOLOGY INC (n/a) - 1.52% |
| #4 | NVIDIA CORP (NVDA) - 5.68% | MEDIATEK INC (n/a) - 1.47% |
| #5 | BROADCOM INC (AVGO) - 4.72% | SK HYNIX INC (n/a) - 1.25% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.24% | ELITE MATERIAL CO LTD (n/a) - 1.24% |
| #7 | COSTCO WHOLESALE CORP (COST) - 3.66% | MPI CORP (n/a) - 1.24% |
| #8 | ELI LILLY AND CO (LLY) - 3.24% | SAMSUNG SDS CO LTD (n/a) - 1.10% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.08% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.58% | n/a (TSM) - 1.04% |
| #11 | WALMART INC (WMT) - 2.44% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.04% |
| #12 | PALO ALTO NETWORKS INC (PANW) - 2.11% | n/a (n/a) - 1.01% |
| #13 | BURLINGTON STORES INC (BURL) - 2.02% | CHROMA ATE INC (n/a) - 0.99% |
| #14 | FREEPORT-MCMORAN INC (FCX) - 1.91% | REALTEK SEMICONDUCTOR CORP (n/a) - 0.93% |
| #15 | EQT CORP (EQT) - 1.86% | n/a (n/a) - 0.92% |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.81% | DELTA ELECTRONICS INC (n/a) - 0.91% |
| #17 | VALERO ENERGY CORP (VLO) - 1.75% | YAGEO CORP (n/a) - 0.90% |
| #18 | SHARKNINJA INC (SN) - 1.65% | SAUDI ARABIAN OIL CO (n/a) - 0.88% |
| #19 | MEDTRONIC PLC (MDT) - 1.60% | HCL TECHNOLOGIES LTD (n/a) - 0.87% |
| #20 | AMETEK INC (AME) - 1.60% | GRUPO CIBEST SA PREF PREFERENCE (n/a) - 0.84% |
| #21 | ARISTA NETWORKS INC (ANET) - 1.57% | WEICHAI POWER CO LTD CLASS H (n/a) - 0.50% |
| #22 | SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.54% | KIA CORP (n/a) - 0.49% |
| #23 | APPLIED MATERIALS INC (AMAT) - 1.43% | n/a (n/a) - 0.49% |
| #24 | GUARDANT HEALTH INC (GH) - 1.43% | FIRSTRAND LTD (n/a) - 0.48% |
| #25 | LINDE PLC (LIN) - 1.40% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.48% |
| Total Holdings | 120 | 308 |
JHDG vs ROAM - Historical Returns
Returns include dividend reinvestment.
1M
JHDG
+3.09%
Winner
ROAM
+4.42%
3M
Winner
JHDG
+4.08%
ROAM
+3.99%
6M
JHDG
N/A
ROAM
+9.29%
1Y
JHDG
N/A
ROAM
+37.11%
5Y(CAGR)
JHDG
+1.37%
Winner
ROAM
+13.03%
10Y(CAGR)
JHDG
+3.30%
Winner
ROAM
+8.78%
Max(CAGR)
JHDG
+1.41%
Winner
ROAM
+6.59%
JHDG vs ROAM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JHDG | ROAM |
|---|---|---|
| 2026 | +10.14% | +22.46% |
| 2025 | N/A | +31.82% |
| 2024 | N/A | +7.78% |
| 2023 | N/A | +21.07% |
| 2022 | N/A | -15.06% |
| 2021 | N/A | +8.47% |
| 2020 | N/A | +0.73% |
| 2019 | +7.48% | +8.41% |
| 2018 | -16.99% | -13.41% |
| 2017 | +20.12% | +26.82% |
| 2016 | +3.60% | +12.70% |
| 2015 | -3.73% | -22.96% |
JHDG vs ROAM Drawdown Comparison
The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.
The maximum drawdown for ROAM was -45.45%, occurring on Mar 23, 2020. Recovery took 841 trading sessions.
The current JHDG drawdown is -5.76%. The current ROAM drawdown is -3.75%.
| Rank | JHDG | ROAM |
|---|---|---|
| #1 | -25.13% Aug 10, 2015 - Jun 2, 2017 | -45.45% Jan 26, 2018 - Jun 1, 2021 |
| #2 | -23.51% Jan 17, 2018 - Dec 24, 2018 | -32.45% Apr 27, 2015 - Sep 11, 2017 |
| #3 | -8.30% Jun 23, 2015 - Aug 10, 2015 | -27.08% Sep 3, 2021 - Feb 6, 2024 |
| #4 | -3.72% Nov 8, 2017 - Jan 4, 2018 | -16.80% Sep 26, 2024 - May 19, 2025 |
| #5 | -3.36% Apr 22, 2015 - May 18, 2015 | -11.14% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -3.19% Aug 8, 2017 - Sep 12, 2017 | -9.92% Feb 25, 2026 - Apr 16, 2026 |
| #7 | -2.68% May 27, 2015 - Jun 23, 2015 | -8.66% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -2.02% Jun 2, 2017 - Jun 27, 2017 | -7.27% Feb 27, 2015 - Apr 6, 2015 |
| #9 | -1.40% Apr 9, 2015 - Apr 21, 2015 | -7.04% Jun 2, 2026 - Jun 22, 2026 |
| #10 | -1.01% Oct 24, 2017 - Oct 31, 2017 | -5.76% Jun 28, 2021 - Sep 1, 2021 |
| #11 | -0.97% Jun 27, 2017 - Jul 3, 2017 | -4.44% May 8, 2026 - May 26, 2026 |
| #12 | -0.90% Jan 8, 2018 - Jan 17, 2018 | -4.32% Mar 12, 2024 - May 3, 2024 |
| #13 | -0.83% Jul 20, 2017 - Aug 1, 2017 | -3.98% Oct 13, 2017 - Dec 18, 2017 |
| #14 | -0.81% Jul 3, 2017 - Jul 12, 2017 | -3.46% Nov 12, 2025 - Dec 26, 2025 |
| #15 | -0.76% Jul 13, 2017 - Jul 20, 2017 | -3.18% May 17, 2024 - Jul 3, 2024 |
Correlation
Correlation between JHDG and ROAM is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2015 - 2026)
JHDG vs ROAM dividend yield comparison.
| Year | JHDG | ROAM |
|---|---|---|
| 2026 | 0.10% | 0.93% |
| 2025 | 0.00% | 3.17% |
| 2024 | 0.00% | 4.15% |
| 2023 | 0.00% | 5.40% |
| 2022 | 0.00% | 5.23% |
| 2021 | 0.00% | 4.22% |
| 2020 | 0.00% | 3.04% |
| 2019 | 0.00% | 3.55% |
| 2018 | 1.45% | 2.54% |
| 2017 | 2.18% | 1.84% |
| 2016 | 2.07% | 1.89% |
| 2015 | 0.97% | 2.25% |
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