JHI vs IVVB

Comparison between John Hancock Investors Trust (JHI, ETF) and iShares Large Cap Deep Buffer ETF (IVVB, ETF).

JHI vs IVVB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	IVVB(ETF)
Net Assets	$129M	$129M
Expense Ratio	N/A	0.51%
Max Drawdown	58.45%	13.34%
Sharpe Ratio	0.50	1.24
5Y Beta	0.29	0.57
5Y Dividends CAGR	1.81%	N/A

Net Assets

Winner

JHI

$129M

IVVB

$129M

Expense Ratio

JHI

N/A

IVVB

0.51%

Max Drawdown

JHI

58.45%

Winner

IVVB

13.34%

Sharpe Ratio

JHI

0.50

Winner

IVVB

1.24

5Y Beta

Winner

JHI

0.29

IVVB

0.57

5Y Dividends CAGR

JHI

1.81%

IVVB

N/A

JHI vs IVVB - Historical Returns

Returns include dividend reinvestment.

Period	JHI	IVVB
1 month	+1.69%	+0.31%
3 months	+2.23%	+5.18%
6 months	+0.53%	+4.11%
1 year	+6.99%	+13.25%
5 years(CAGR)	+1.07%	N/A
10 years(CAGR)	+6.42%	N/A
Max(CAGR)	+7.26%	+11.74%

Winner

JHI

+1.69%

IVVB

+0.31%

JHI

+2.23%

Winner

IVVB

+5.18%

JHI

+0.53%

Winner

IVVB

+4.11%

JHI

+6.99%

Winner

IVVB

+13.25%

5Y(CAGR)

JHI

+1.07%

IVVB

N/A

10Y(CAGR)

JHI

+6.42%

IVVB

N/A

Max(CAGR)

JHI

+7.26%

Winner

IVVB

+11.74%

JHI vs IVVB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	IVVB
2026	+0.76%	+3.85%
2025	+7.96%	+9.71%
2024	+14.60%	+19.14%
2023	+10.82%	+2.60%
2022	-28.69%	N/A
2021	+20.11%	N/A
2020	+6.16%	N/A
2019	+31.98%	N/A
2018	-13.53%	N/A
2017	+11.84%	N/A
2016	+23.22%	N/A
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 IVVB Drawdown Comparison

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

The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current JHI drawdown is -2.19%. The current IVVB drawdown is -0.72%.

Rank	JHI	IVVB
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-13.08% Feb 19, 2025 - Jul 23, 2025
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-7.77% Jul 28, 2023 - Dec 13, 2023
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-5.75% Feb 2, 2026 - Apr 22, 2026
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-5.35% Jul 16, 2024 - Aug 21, 2024
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-3.51% Mar 28, 2024 - May 15, 2024
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-3.44% Aug 30, 2024 - Sep 17, 2024
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-3.03% Dec 16, 2024 - Feb 13, 2025
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-3.02% Nov 12, 2025 - Nov 28, 2025
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-2.02% Dec 11, 2025 - Dec 23, 2025
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-1.93% Jan 12, 2026 - Jan 27, 2026
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-1.75% Oct 8, 2025 - Oct 20, 2025
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-1.66% Jun 1, 2026 - Jun 10, 2026
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-1.63% Oct 18, 2024 - Nov 6, 2024
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-1.48% May 21, 2024 - Jun 5, 2024
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-1.37% Jul 28, 2025 - Aug 8, 2025

Correlation

Correlation between JHI and IVVB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

JHI vs IVVB dividend yield comparison.

Year	JHI	IVVB
2026	4.25%	0.00%
2025	8.89%	1.22%
2024	7.91%	0.87%
2023	6.81%	0.00%
2022	9.45%	0.00%
2021	7.57%	0.00%
2020	7.95%	0.00%
2019	6.81%	0.00%
2018	8.52%	0.00%
2017	7.59%	0.00%
2016	8.12%	0.00%
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%