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JHDG vs SPY

Comparison between JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHDG, delivering a return of +13.3% compared to +0.8%

JHDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHDG
$64M
Winner
SPY
$735B
Expense Ratio
JHDG
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
JHDG
26.51%
SPY
56.47%
Sharpe Ratio
JHDG
-0.37
Winner
SPY
1.62
5Y Beta
Winner
JHDG
0.70
SPY
1.00
P/E Ratio
Winner
JHDG
27.19
SPY
28.99
Forward P/E
Winner
JHDG
22.03
SPY
22.37
PEG Ratio
JHDG
0.61
SPY
N/A
5Y Dividends CAGR
JHDG
N/A
SPY
5.43%
5Y EPS CAGR
Winner
JHDG
26.92%
SPY
26.05%
Debt to Equity
Winner
JHDG
12.72%
SPY
32.40%
P/S Ratio
Winner
JHDG
2.76
SPY
3.74
P/B Ratio
Winner
JHDG
4.83
SPY
5.61

JHDG vs SPY - Holdings Comparison

JHDG and SPY have 34 common holdings. Overlap is 29.56%

JHDG's top 25 holdings weight is 75.40%. SPY's top 25 holdings weight is 52.37%.

RankJHDGSPY
#1
ALPHABET INC CLASS A (GOOGL) - 7.80%
NVIDIA CORP (NVDA) - 8.10%
#2
MICROSOFT CORP (MSFT) - 6.98%
APPLE INC (AAPL) - 7.02%
#3
AMAZON.COM INC (AMZN) - 6.92%
MICROSOFT CORP (MSFT) - 4.79%
#4
BROADCOM INC (AVGO) - 4.08%
AMAZON.COM INC (AMZN) - 4.02%
#5
JPMORGAN CHASE & CO (JPM) - 3.98%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
COSTCO WHOLESALE CORP (COST) - 3.80%
BROADCOM INC (AVGO) - 3.10%
#7
NVIDIA CORP (NVDA) - 3.21%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ELI LILLY AND CO (LLY) - 3.11%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
PALO ALTO NETWORKS INC (PANW) - 3.11%
TESLA INC (TSLA) - 1.89%
#10
MARVELL TECHNOLOGY INC (MRVL) - 2.95%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WALMART INC (WMT) - 2.68%
ELI LILLY AND CO (LLY) - 1.31%
#13
MICRON TECHNOLOGY INC (MU) - 2.52%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
APPLIED MATERIALS INC (AMAT) - 2.41%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
QNITY ELECTRONICS INC (Q) - 2.34%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EQT CORP (EQT) - 2.15%
INTEL CORP (INTC) - 0.90%
#17
ARISTA NETWORKS INC (ANET) - 1.91%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VALERO ENERGY CORP (VLO) - 1.82%
VISA INC CLASS A (V) - 0.85%
#19
BURLINGTON STORES INC (BURL) - 1.82%
WALMART INC (WMT) - 0.81%
#20
FREEPORT-MCMORAN INC (FCX) - 1.73%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LINDE PLC (LIN) - 1.59%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AMETEK INC (AME) - 1.46%
CATERPILLAR INC (CAT) - 0.66%
#23
MEDTRONIC PLC (MDT) - 1.46%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.41%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
AMERICAN TOWER CORP (AMT) - 1.35%
ABBVIE INC (ABBV) - 0.58%
Total Holdings127505

JHDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHDG
+0.67%
Winner
SPY
+1.90%
3M
JHDG
N/A
SPY
+8.55%
6M
JHDG
N/A
SPY
+8.18%
1Y
JHDG
N/A
SPY
+25.79%
5Y(CAGR)
JHDG
+0.85%
Winner
SPY
+13.32%
10Y(CAGR)
JHDG
+2.58%
Winner
SPY
+15.19%
Max(CAGR)
JHDG
+1.07%
Winner
SPY
+8.47%

JHDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHDGSPY
2026+5.80%+8.26%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019+7.48%+31.09%
2018-16.99%-5.24%
2017+20.12%+20.78%
2016+3.60%+13.59%
2015-3.73%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

JHDG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JHDG drawdown is -9.48%. The current SPY drawdown is -2.90%.

RankJHDGSPY
#1-25.13%
Aug 10, 2015 - Jun 2, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.51%
Jan 17, 2018 - Dec 24, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.30%
Jun 23, 2015 - Aug 10, 2015		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.72%
Nov 8, 2017 - Jan 4, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.36%
Apr 22, 2015 - May 18, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.19%
Aug 8, 2017 - Sep 12, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.68%
May 27, 2015 - Jun 23, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.02%
Jun 2, 2017 - Jun 27, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.40%
Apr 9, 2015 - Apr 21, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.01%
Oct 24, 2017 - Oct 31, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.97%
Jun 27, 2017 - Jul 3, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.90%
Jan 8, 2018 - Jan 17, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.83%
Jul 20, 2017 - Aug 1, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.81%
Jul 3, 2017 - Jul 12, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.76%
Jul 13, 2017 - Jul 20, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHDG and SPY is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

Dividend Comparison (1999 - 2026)

JHDG vs SPY dividend yield comparison.

YearJHDGSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20181.45%2.04%
20172.18%1.80%
20162.07%2.03%
20150.97%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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