JHI vs INCE

Comparison between John Hancock Investors Trust (JHI, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).

5-Year PerformanceINCE has outperformed JHI, delivering a return of +10.3% compared to +1.1%

JHI vs INCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	INCE(ETF)
Net Assets	$126M	$126M
Expense Ratio	N/A	0.29%
Max Drawdown	58.45%	34.12%
Sharpe Ratio	0.13	1.81
5Y Beta	0.29	0.54
P/E Ratio	N/A	22.85
Forward P/E	N/A	18.20
PEG Ratio	N/A	0.79
5Y Dividends CAGR	1.81%	37.38%
5Y EPS CAGR	N/A	4.74%
Debt to Equity	N/A	-53.80%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	3.92

Net Assets

Winner

JHI

$126M

INCE

$126M

Expense Ratio

JHI

N/A

INCE

0.29%

Max Drawdown

JHI

58.45%

Winner

INCE

34.12%

Sharpe Ratio

JHI

0.13

Winner

INCE

1.81

5Y Beta

Winner

JHI

0.29

INCE

0.54

P/E Ratio

JHI

N/A

INCE

22.85

Forward P/E

JHI

N/A

INCE

18.20

PEG Ratio

JHI

N/A

INCE

0.79

5Y Dividends CAGR

JHI

1.81%

Winner

INCE

37.38%

5Y EPS CAGR

JHI

N/A

INCE

4.74%

Debt to Equity

JHI

N/A

INCE

-53.80%

P/S Ratio

JHI

N/A

INCE

3.06

P/B Ratio

JHI

N/A

INCE

3.92

JHI vs INCE - Historical Returns

Returns include dividend reinvestment.

Period	JHI	INCE
1 month	+1.45%	+0.93%
3 months	+1.51%	+2.66%
6 months	+1.64%	+7.84%
1 year	+4.82%	+20.21%
5 years(CAGR)	+1.12%	+10.34%
10 years(CAGR)	+5.40%	+12.89%
Max(CAGR)	+7.27%	+12.89%

Winner

JHI

+1.45%

INCE

+0.93%

JHI

+1.51%

Winner

INCE

+2.66%

JHI

+1.64%

Winner

INCE

+7.84%

JHI

+4.82%

Winner

INCE

+20.21%

5Y(CAGR)

JHI

+1.12%

Winner

INCE

+10.34%

10Y(CAGR)

JHI

+5.40%

Winner

INCE

+12.89%

Max(CAGR)

JHI

+7.27%

Winner

INCE

+12.89%

JHI vs INCE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	INCE
2026	+1.79%	+12.18%
2025	+7.96%	+15.97%
2024	+14.60%	+10.95%
2023	+10.82%	+13.81%
2022	-28.69%	-8.25%
2021	+20.11%	+24.91%
2020	+6.16%	+11.83%
2019	+31.98%	+32.52%
2018	-13.53%	-2.03%
2017	+11.84%	+19.65%
2016	+23.22%	+1.37%
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 INCE Drawdown Comparison

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

The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current JHI drawdown is -1.19%. The current INCE drawdown is -1.41%.

Rank	JHI	INCE
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-33.95% Feb 14, 2020 - Sep 2, 2020
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-18.41% Dec 29, 2021 - Nov 30, 2023
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-15.95% Oct 2, 2018 - Mar 1, 2019
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-14.02% Nov 26, 2024 - Jun 30, 2025
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-7.73% Jan 26, 2018 - Jul 26, 2018
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-6.82% Oct 12, 2020 - Nov 9, 2020
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-6.62% Sep 2, 2020 - Oct 12, 2020
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-5.38% Mar 28, 2024 - Jun 24, 2024
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-5.07% Sep 2, 2021 - Oct 26, 2021
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-5.02% Jul 29, 2019 - Sep 5, 2019
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-4.90% Feb 27, 2026 - Apr 23, 2026
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-4.48% Sep 22, 2016 - Dec 20, 2016
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-4.24% Jan 8, 2021 - Mar 11, 2021
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-3.79% Jul 31, 2024 - Aug 16, 2024
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-3.60% Nov 16, 2021 - Dec 8, 2021

Correlation

Correlation between JHI and INCE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

JHI vs INCE dividend yield comparison.

Year	JHI	INCE
2026	4.21%	2.65%
2025	8.89%	4.71%
2024	7.91%	3.25%
2023	6.81%	1.75%
2022	9.45%	1.68%
2021	7.57%	1.41%
2020	7.95%	1.40%
2019	6.81%	1.31%
2018	8.52%	1.55%
2017	7.59%	1.44%
2016	8.12%	0.50%
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%