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JHI vs SPY

Comparison between John Hancock Investors Trust (JHI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHI, delivering a return of +13.3% compared to +0.9%

JHI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHI
$128M
Winner
SPY
$735B
Expense Ratio
JHI
N/A
SPY
0.09%
Max Drawdown
JHI
58.45%
Winner
SPY
56.47%
Sharpe Ratio
JHI
0.27
Winner
SPY
1.62
5Y Beta
Winner
JHI
0.29
SPY
1.00
P/E Ratio
JHI
N/A
SPY
28.99
Forward P/E
JHI
N/A
SPY
22.37
5Y Dividends CAGR
JHI
1.10%
Winner
SPY
5.43%
5Y EPS CAGR
JHI
N/A
SPY
26.05%
Debt to Equity
JHI
N/A
SPY
32.40%
P/S Ratio
JHI
N/A
SPY
3.74
P/B Ratio
JHI
N/A
SPY
5.61

JHI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHI
-1.46%
Winner
SPY
+1.90%
3M
JHI
-1.89%
Winner
SPY
+8.55%
6M
JHI
-2.90%
Winner
SPY
+8.18%
1Y
JHI
+5.79%
Winner
SPY
+25.79%
5Y(CAGR)
JHI
+0.86%
Winner
SPY
+13.32%
10Y(CAGR)
JHI
+6.30%
Winner
SPY
+15.19%
Max(CAGR)
JHI
+7.17%
Winner
SPY
+8.47%

JHI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHISPY
2026-1.74%+8.26%
2025+7.96%+18.00%
2024+14.60%+25.59%
2023+10.82%+26.72%
2022-28.69%-18.64%
2021+20.11%+30.52%
2020+6.16%+17.28%
2019+31.98%+31.09%
2018-13.53%-5.24%
2017+11.84%+20.78%
2016+23.22%+13.59%
2015-10.92%+1.31%
2014+1.57%+14.56%
2013-12.16%+29.00%
2012+10.43%+14.17%
2011+20.49%+0.85%
2010+21.76%+13.14%
2009+54.54%+22.67%
2008-14.95%-36.25%
2007-4.93%+5.32%
2006+14.25%+13.85%
2005-14.15%+5.32%
2004+21.64%+10.75%
2003+14.79%+24.18%
2002+6.80%-22.42%
2001+2.61%-10.13%
2000+20.26%-8.84%
1999-4.00%+8.61%

JHI vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JHI drawdown is -4.62%. The current SPY drawdown is -2.90%.

RankJHISPY
#1-42.94%
Feb 20, 2020 - Dec 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.82%
Jun 10, 2008 - Jul 24, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.70%
Dec 31, 2021 - Oct 20, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.51%
Apr 8, 2013 - Feb 28, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.62%
Jan 25, 2005 - Jun 10, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.23%
Sep 14, 2012 - Apr 8, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.18%
Aug 23, 2017 - Jun 24, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.05%
Mar 19, 2004 - Aug 11, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.81%
Oct 4, 2010 - Feb 18, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.65%
Jun 29, 2011 - Sep 27, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.71%
Jul 2, 2010 - Sep 7, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.39%
Sep 27, 2011 - Nov 4, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.58%
Oct 8, 2009 - Jan 7, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.06%
Jun 12, 2003 - Dec 15, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.14%
Nov 5, 1999 - Jul 11, 2000		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHI and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

JHI vs SPY dividend yield comparison.

YearJHISPY
20262.00%0.24%
20258.89%1.07%
20247.91%1.21%
20236.81%1.40%
20229.45%1.65%
20217.57%1.20%
20207.95%1.52%
20196.81%1.75%
20188.52%2.04%
20177.59%1.80%
20168.12%2.03%
201510.08%2.06%
20149.05%1.87%
20138.94%1.81%
20128.58%2.18%
20118.87%2.05%
201010.34%1.80%
20099.92%1.95%
200811.98%3.02%
20077.71%1.85%
20066.85%1.73%
20058.29%1.73%
20047.41%1.82%
200310.08%1.47%
20026.35%1.70%
20017.05%1.25%
20003.66%1.15%
19990.00%0.24%

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