JHI vs AIVC

Comparison between John Hancock Investors Trust (JHI, ETF) and AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF).

5-Year PerformanceAIVC has outperformed JHI, delivering a return of +15.7% compared to +1.1%

JHI vs AIVC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	AIVC(ETF)
Net Assets	$126M	$127M
Expense Ratio	N/A	0.59%
Max Drawdown	58.45%	56.11%
Sharpe Ratio	0.13	1.99
5Y Beta	0.29	1.60
P/E Ratio	N/A	52.51
Forward P/E	N/A	22.70
PEG Ratio	N/A	0.23
5Y Dividends CAGR	1.81%	-10.05%
5Y EPS CAGR	N/A	25.05%
Debt to Equity	N/A	-217.80%
P/S Ratio	N/A	4.93
P/B Ratio	N/A	6.87

Net Assets

JHI

$126M

Winner

AIVC

$127M

Expense Ratio

JHI

N/A

AIVC

0.59%

Max Drawdown

JHI

58.45%

Winner

AIVC

56.11%

Sharpe Ratio

JHI

0.13

Winner

AIVC

1.99

5Y Beta

Winner

JHI

0.29

AIVC

1.60

P/E Ratio

JHI

N/A

AIVC

52.51

Forward P/E

JHI

N/A

AIVC

22.70

PEG Ratio

JHI

N/A

AIVC

0.23

5Y Dividends CAGR

Winner

JHI

1.81%

AIVC

-10.05%

5Y EPS CAGR

JHI

N/A

AIVC

25.05%

Debt to Equity

JHI

N/A

AIVC

-217.80%

P/S Ratio

JHI

N/A

AIVC

4.93

P/B Ratio

JHI

N/A

AIVC

6.87

JHI vs AIVC - Historical Returns

Returns include dividend reinvestment.

Period	JHI	AIVC
1 month	+1.45%	-10.73%
3 months	+1.51%	+23.76%
6 months	+1.64%	+50.24%
1 year	+4.82%	+92.59%
5 years(CAGR)	+1.12%	+15.71%
10 years(CAGR)	+5.40%	+15.48%
Max(CAGR)	+7.27%	+15.25%

Winner

JHI

+1.45%

AIVC

-10.73%

JHI

+1.51%

Winner

AIVC

+23.76%

JHI

+1.64%

Winner

AIVC

+50.24%

JHI

+4.82%

Winner

AIVC

+92.59%

5Y(CAGR)

JHI

+1.12%

Winner

AIVC

+15.71%

10Y(CAGR)

JHI

+5.40%

Winner

AIVC

+15.48%

Max(CAGR)

JHI

+7.27%

Winner

AIVC

+15.25%

JHI vs AIVC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	AIVC
2026	+1.79%	+52.83%
2025	+7.96%	+39.66%
2024	+14.60%	+22.20%
2023	+10.82%	+38.41%
2022	-28.69%	-38.20%
2021	+20.11%	-4.99%
2020	+6.16%	+39.68%
2019	+31.98%	+26.97%
2018	-13.53%	-19.55%
2017	+11.84%	+35.82%
2016	+23.22%	+7.31%
2015	-10.92%	N/A
2014	+1.57%	N/A
2013	-12.16%	N/A
2012	+10.43%	N/A
2011	+20.49%	N/A
2010	+21.76%	N/A
2009	+54.54%	N/A
2008	-14.95%	N/A
2007	-4.93%	N/A
2006	+14.25%	N/A
2005	-14.15%	N/A
2004	+21.64%	N/A
2003	+14.79%	N/A
2002	+6.80%	N/A
2001	+2.61%	N/A
2000	+20.26%	N/A
1999	-4.00%	N/A

JHI vs AIVC Drawdown Comparison

The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.

The current JHI drawdown is -1.19%. The current AIVC drawdown is -14.20%.

Rank	JHI	AIVC
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-56.11% Feb 9, 2021 - Sep 9, 2025
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-41.60% Feb 12, 2020 - Jun 22, 2020
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-28.59% Sep 18, 2018 - Jan 13, 2020
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-17.86% Jun 2, 2026 - Jul 20, 2026
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-14.11% Nov 3, 2025 - Jan 27, 2026
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-13.33% Aug 24, 2016 - Mar 17, 2017
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-12.80% Jan 28, 2026 - Apr 8, 2026
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-12.55% Oct 13, 2020 - Nov 25, 2020
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-11.05% Apr 27, 2016 - Aug 8, 2016
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-10.82% Jan 26, 2018 - Sep 11, 2018
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-10.64% Sep 1, 2020 - Oct 9, 2020
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-8.10% Aug 5, 2020 - Aug 28, 2020
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-7.58% Nov 6, 2017 - Jan 4, 2018
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-7.30% Jul 9, 2020 - Aug 3, 2020
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-5.36% Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between JHI and AIVC is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

JHI vs AIVC dividend yield comparison.

Year	JHI	AIVC
2026	4.21%	0.00%
2025	8.89%	0.17%
2024	7.91%	0.21%
2023	6.81%	0.00%
2022	9.45%	0.00%
2021	7.57%	0.00%
2020	7.95%	0.39%
2019	6.81%	1.16%
2018	8.52%	0.38%
2017	7.59%	0.92%
2016	8.12%	0.64%
2015	10.08%	0.00%
2014	9.05%	0.00%
2013	8.94%	0.00%
2012	8.58%	0.00%
2011	8.87%	0.00%
2010	10.34%	0.00%
2009	9.92%	0.00%
2008	11.98%	0.00%
2007	7.71%	0.00%
2006	6.85%	0.00%
2005	8.29%	0.00%
2004	7.41%	0.00%
2003	10.08%	0.00%
2002	6.35%	0.00%
2001	7.05%	0.00%
2000	3.66%	0.00%