JHI vs QVMT

Comparison between John Hancock Investors Trust (JHI, ETF) and Invesco S&P 500 Enhanced Value ETF (QVMT, ETF).

5-Year PerformanceQVMT has outperformed JHI, delivering a return of +11.2% compared to +0.9%

JHI vs QVMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	QVMT(ETF)
Net Assets	$128M	$127M
Expense Ratio	N/A	0.13%
Max Drawdown	58.45%	48.69%
Sharpe Ratio	0.27	2.13
5Y Beta	0.29	0.66
P/E Ratio	N/A	23.88
Forward P/E	N/A	19.96
PEG Ratio	N/A	0.26
5Y Dividends CAGR	1.10%	8.27%
5Y EPS CAGR	N/A	18.82%
Debt to Equity	N/A	55.87%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	4.13

Net Assets

Winner

JHI

$128M

QVMT

$127M

Expense Ratio

JHI

N/A

QVMT

0.13%

Max Drawdown

JHI

58.45%

Winner

QVMT

48.69%

Sharpe Ratio

JHI

0.27

Winner

QVMT

2.13

5Y Beta

Winner

JHI

0.29

QVMT

0.66

P/E Ratio

JHI

N/A

QVMT

23.88

Forward P/E

JHI

N/A

QVMT

19.96

PEG Ratio

JHI

N/A

QVMT

0.26

5Y Dividends CAGR

JHI

1.10%

Winner

QVMT

8.27%

5Y EPS CAGR

JHI

N/A

QVMT

18.82%

Debt to Equity

JHI

N/A

QVMT

55.87%

P/S Ratio

JHI

N/A

QVMT

2.02

P/B Ratio

JHI

N/A

QVMT

4.13

JHI vs QVMT - Historical Returns

Returns include dividend reinvestment.

Period	JHI	QVMT
1 month	-1.46%	+2.98%
3 months	-1.89%	+8.22%
6 months	-2.90%	+18.73%
1 year	+5.79%	+34.60%
5 years(CAGR)	+0.86%	+11.23%
10 years(CAGR)	+6.30%	+12.81%
Max(CAGR)	+7.17%	+12.12%

JHI

-1.46%

Winner

QVMT

+2.98%

JHI

-1.89%

Winner

QVMT

+8.22%

JHI

-2.90%

Winner

QVMT

+18.73%

JHI

+5.79%

Winner

QVMT

+34.60%

5Y(CAGR)

JHI

+0.86%

Winner

QVMT

+11.23%

10Y(CAGR)

JHI

+6.30%

Winner

QVMT

+12.81%

Max(CAGR)

JHI

+7.17%

Winner

QVMT

+12.12%

JHI vs QVMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	QVMT
2026	-1.74%	+15.27%
2025	+7.96%	+19.33%
2024	+14.60%	+13.10%
2023	+10.82%	+11.84%
2022	-28.69%	-6.97%
2021	+20.11%	+36.58%
2020	+6.16%	-10.53%
2019	+31.98%	+27.44%
2018	-13.53%	-10.08%
2017	+11.84%	+17.71%
2016	+23.22%	+22.66%
2015	-10.92%	+1.23%
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 QVMT Drawdown Comparison

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

The maximum drawdown for QVMT was -48.02%, occurring on Mar 23, 2020. Recovery took 286 trading sessions.

The current JHI drawdown is -4.62%. The current QVMT drawdown is -1.55%.

Rank	JHI	QVMT
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-48.02% Jan 2, 2020 - Feb 22, 2021
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-21.97% Jan 14, 2022 - Jan 2, 2024
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-20.26% Jan 29, 2018 - Jul 24, 2019
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-15.29% Nov 20, 2015 - Jul 18, 2016
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-14.43% Nov 25, 2024 - Aug 20, 2025
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-11.08% Jul 24, 2019 - Oct 23, 2019
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-8.77% Jun 4, 2021 - Oct 22, 2021
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-7.73% Jul 17, 2024 - Oct 11, 2024
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-6.67% Nov 23, 2021 - Dec 27, 2021
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-6.26% Mar 2, 2026 - Apr 9, 2026
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-5.99% Mar 1, 2017 - Jul 3, 2017
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-5.77% Mar 28, 2024 - Jul 16, 2024
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-4.26% Jan 8, 2024 - Jan 30, 2024
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-4.09% Sep 26, 2025 - Oct 24, 2025
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-4.05% Jul 25, 2017 - Sep 25, 2017

Correlation

Correlation between JHI and QVMT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

JHI vs QVMT dividend yield comparison.

Year	JHI	QVMT
2026	2.00%	0.51%
2025	8.89%	2.42%
2024	7.91%	2.71%
2023	6.81%	3.05%
2022	9.45%	2.49%
2021	7.57%	2.31%
2020	7.95%	2.70%
2019	6.81%	2.23%
2018	8.52%	2.48%
2017	7.59%	2.37%
2016	8.12%	1.11%
2015	10.08%	0.54%
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%