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JHEM vs SPY

Comparison between JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF (JHEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHEM, delivering a return of +12.7% compared to +8.7%

JHEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHEM
$1B
Winner
SPY
$795B
Expense Ratio
JHEM
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
JHEM
34.99%
SPY
56.47%
Sharpe Ratio
Winner
JHEM
1.34
SPY
1.29
5Y Beta
Winner
JHEM
0.81
SPY
1.00
P/E Ratio
JHEM
N/A
SPY
26.06
Forward P/E
JHEM
N/A
SPY
19.67
PEG Ratio
JHEM
N/A
SPY
0.37
5Y Dividends CAGR
Winner
JHEM
12.37%
SPY
6.00%
5Y EPS CAGR
JHEM
N/A
SPY
26.03%
Debt to Equity
JHEM
N/A
SPY
45.99%
P/S Ratio
JHEM
N/A
SPY
3.71
P/B Ratio
JHEM
N/A
SPY
5.55

JHEM vs SPY - Holdings Comparison

JHEM and SPY have 1 common holdings. Overlap is -0.73%

JHEM's top 25 holdings weight is 32.85%. SPY's top 25 holdings weight is 50.77%.

RankJHEMSPY
#1
SK HYNIX INC (n/a) - 5.40%
NVIDIA CORP (NVDA) - 7.68%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 5.00%
APPLE INC (AAPL) - 6.97%
#3
n/a (n/a) - 4.42%
MICROSOFT CORP (MSFT) - 5.58%
#4
TENCENT HOLDINGS LTD (n/a) - 2.26%
AMAZON.COM INC (AMZN) - 3.85%
#5
MEDIATEK INC (n/a) - 2.11%
ALPHABET INC CLASS A (GOOGL) - 3.03%
#6
n/a (n/a) - 2.06%
BROADCOM INC (AVGO) - 2.55%
#7
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.02%
ALPHABET INC CLASS C (GOOG) - 2.42%
#8
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.92%
META PLATFORMS INC CLASS A (META) - 1.91%
#9
ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.80%
MICRON TECHNOLOGY INC (MU) - 1.60%
#10
RELIANCE INDUSTRIES LTD (n/a) - 0.76%
TESLA INC (TSLA) - 1.47%
#11
PDD HOLDINGS INC ADR (PDD) - 0.76%
JPMORGAN CHASE & CO (JPM) - 1.45%
#12
VALE SA (n/a) - 0.75%
ELI LILLY AND CO (LLY) - 1.42%
#13
UNIMICRON TECHNOLOGY CORP (n/a) - 0.74%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%
#14
YUAN RENMINBI OFFSHORE (n/a) - 0.69%
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
#15
ICICI BANK LTD (n/a) - 0.68%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
HDFC BANK LTD (n/a) - 0.62%
JOHNSON & JOHNSON (JNJ) - 0.98%
#17
LENOVO GROUP LTD (n/a) - 0.61%
VISA INC CLASS A (V) - 0.96%
#18
n/a (n/a) - 0.59%
MASTERCARD INC CLASS A (MA) - 0.73%
#19
DELTA ELECTRONICS INC (n/a) - 0.57%
ABBVIE INC (ABBV) - 0.70%
#20
UNITED MICROELECTRONICS CORP (n/a) - 0.54%
WALMART INC (WMT) - 0.69%
#21
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.32%
CISCO SYSTEMS INC (CSCO) - 0.67%
#22
MAHINDRA & MAHINDRA LTD (n/a) - 0.31%
INTEL CORP (INTC) - 0.66%
#23
SAUDI NATIONAL BANK (n/a) - 0.31%
COSTCO WHOLESALE CORP (COST) - 0.64%
#24
CAPITEC BANK HOLDINGS LTD (n/a) - 0.31%
n/a (PLTR) - 0.62%
#25
KGI FINANCIAL HOLDING CO LTD (n/a) - 0.30%
BANK OF AMERICA CORP (BAC) - 0.61%
Total Holdings942505

JHEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JHEM
+4.42%
SPY
-0.15%
3M
JHEM
+0.66%
Winner
SPY
+1.99%
6M
Winner
JHEM
+16.36%
SPY
+13.01%
1Y
Winner
JHEM
+40.31%
SPY
+19.96%
5Y(CAGR)
JHEM
+8.69%
Winner
SPY
+12.71%
10Y(CAGR)
JHEM
N/A
SPY
+15.27%
Max(CAGR)
Winner
JHEM
+8.95%
SPY
+8.57%

JHEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHEMSPY
2026+23.22%+13.34%
2025+31.05%+18.00%
2024+6.02%+25.59%
2023+12.23%+26.72%
2022-18.34%-18.64%
2021+1.64%+30.52%
2020+9.89%+17.28%
2019+17.53%+31.09%
2018-7.41%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+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%

JHEM vs SPY Drawdown Comparison

The maximum drawdown for JHEM was -34.99%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

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

The current JHEM drawdown is -1.34%. The current SPY drawdown is -0.99%.

RankJHEMSPY
#1-34.99%
Jan 13, 2020 - Nov 11, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.43%
Feb 16, 2021 - Jun 12, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.34%
Feb 27, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.25%
Jun 18, 2026 - Jul 29, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.65%
Apr 17, 2019 - Dec 12, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.86%
Oct 1, 2018 - Jan 25, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.96%
Jun 2, 2026 - Jun 18, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.82%
Jan 21, 2021 - Feb 9, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.79%
May 8, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.38%
Oct 29, 2025 - Dec 26, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.10%
Oct 6, 2025 - Oct 16, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.08%
Feb 25, 2019 - Mar 18, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.41%
Jul 23, 2025 - Aug 13, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.35%
Mar 21, 2019 - Apr 3, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.10%
Feb 5, 2019 - Feb 25, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHEM and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

JHEM vs SPY dividend yield comparison.

YearJHEMSPY
20260.49%0.48%
20252.39%1.07%
20242.93%1.21%
20232.87%1.40%
20222.84%1.65%
20212.71%1.20%
20201.67%1.52%
20192.37%1.75%
20180.21%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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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