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JHI vs IYLD

Comparison between John Hancock Investors Trust (JHI, ETF) and ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF).

5-Year PerformanceIYLD has outperformed JHI, delivering a return of +3.3% compared to +1.1%

JHI vs IYLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JHI
$126M
IYLD
$126M
Expense Ratio
JHI
N/A
IYLD
0.50%
Max Drawdown
JHI
58.45%
Winner
IYLD
34.52%
Sharpe Ratio
JHI
0.13
Winner
IYLD
1.48
5Y Beta
JHI
0.29
Winner
IYLD
0.25
5Y Dividends CAGR
JHI
1.81%
Winner
IYLD
2.51%

JHI vs IYLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JHI
+1.45%
IYLD
+0.25%
3M
Winner
JHI
+1.51%
IYLD
+1.49%
6M
JHI
+1.64%
Winner
IYLD
+2.94%
1Y
JHI
+4.82%
Winner
IYLD
+12.68%
5Y(CAGR)
JHI
+1.12%
Winner
IYLD
+3.27%
10Y(CAGR)
Winner
JHI
+5.40%
IYLD
+3.78%
Max(CAGR)
Winner
JHI
+7.27%
IYLD
+4.34%

JHI vs IYLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHIIYLD
2026+1.79%+5.09%
2025+7.96%+15.02%
2024+14.60%+3.69%
2023+10.82%+12.27%
2022-28.69%-16.22%
2021+20.11%+3.72%
2020+6.16%-1.66%
2019+31.98%+15.57%
2018-13.53%-4.67%
2017+11.84%+10.40%
2016+23.22%+10.26%
2015-10.92%-4.94%
2014+1.57%+10.28%
2013-12.16%-0.31%
2012+10.43%+9.00%
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 IYLD Drawdown Comparison

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

The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.

The current JHI drawdown is -1.19%. The current IYLD drawdown is -0.18%.

RankJHIIYLD
#1-42.94%
Feb 20, 2020 - Dec 9, 2020
-30.23%
Feb 20, 2020 - Sep 2, 2021
#2-35.82%
Jun 10, 2008 - Jul 24, 2009
-22.58%
Sep 15, 2021 - Apr 29, 2025
#3-34.70%
Dec 31, 2021 - Oct 20, 2022
-11.74%
Apr 27, 2015 - Jun 8, 2016
#4-29.51%
Apr 8, 2013 - Feb 28, 2017
-11.06%
May 2, 2013 - Apr 8, 2014
#5-21.62%
Jan 25, 2005 - Jun 10, 2008
-7.04%
Jan 26, 2018 - Jan 31, 2019
#6-19.23%
Sep 14, 2012 - Apr 8, 2013
-5.20%
Sep 7, 2016 - Feb 21, 2017
#7-19.18%
Aug 23, 2017 - Jun 24, 2019
-4.63%
Feb 25, 2026 - Jul 6, 2026
#8-15.05%
Mar 19, 2004 - Aug 11, 2004
-3.81%
Aug 29, 2014 - Feb 3, 2015
#9-13.81%
Oct 4, 2010 - Feb 18, 2011
-2.86%
Feb 25, 2015 - Apr 15, 2015
#10-13.65%
Jun 29, 2011 - Sep 27, 2011
-2.59%
Jul 24, 2019 - Sep 20, 2019
#11-11.71%
Jul 2, 2010 - Sep 7, 2010
-2.41%
Oct 17, 2012 - Dec 5, 2012
#12-11.39%
Sep 27, 2011 - Nov 4, 2011
-2.38%
Apr 23, 2019 - Jun 18, 2019
#13-9.58%
Oct 8, 2009 - Jan 7, 2010
-2.34%
Jun 8, 2016 - Jun 30, 2016
#14-9.06%
Jun 12, 2003 - Dec 15, 2003
-2.00%
Oct 17, 2017 - Dec 8, 2017
#15-8.14%
Nov 5, 1999 - Jul 11, 2000
-1.98%
Jul 23, 2014 - Aug 19, 2014

Correlation

Correlation between JHI and IYLD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

JHI vs IYLD dividend yield comparison.

YearJHIIYLD
20264.21%2.21%
20258.89%4.72%
20247.91%5.32%
20236.81%5.76%
20229.45%5.45%
20217.57%3.47%
20207.95%4.38%
20196.81%5.25%
20188.52%5.78%
20177.59%4.22%
20168.12%4.84%
201510.08%5.26%
20149.05%6.33%
20138.94%6.29%
20128.58%3.89%
20118.87%0.00%
201010.34%0.00%
20099.92%0.00%
200811.98%0.00%
20077.71%0.00%
20066.85%0.00%
20058.29%0.00%
20047.41%0.00%
200310.08%0.00%
20026.35%0.00%
20017.05%0.00%
20003.66%0.00%

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