JHMM vs EVTR

Comparison between JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM, ETF) and EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF).

JHMM vs EVTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHMM(ETF)	EVTR(ETF)
Net Assets	$5.90B	$5.70B
Expense Ratio	0.41%	0.32%
Max Drawdown	40.71%	5.57%
Sharpe Ratio	1.21	-0.27
5Y Beta	0.91	0.05
P/E Ratio	26.74	N/A
Forward P/E	17.23	N/A
5Y Dividends CAGR	18.47%	N/A
5Y EPS CAGR	12.18%	N/A
Debt to Equity	140.14%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	3.01	N/A

Net Assets

Winner

JHMM

$5.90B

EVTR

$5.70B

Expense Ratio

JHMM

0.41%

Winner

EVTR

0.32%

Max Drawdown

JHMM

40.71%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

JHMM

1.21

EVTR

-0.27

5Y Beta

JHMM

0.91

Winner

EVTR

0.05

P/E Ratio

JHMM

26.74

EVTR

N/A

Forward P/E

JHMM

17.23

EVTR

N/A

5Y Dividends CAGR

JHMM

18.47%

EVTR

N/A

5Y EPS CAGR

JHMM

12.18%

EVTR

N/A

Debt to Equity

JHMM

140.14%

EVTR

N/A

P/S Ratio

JHMM

1.75

EVTR

N/A

P/B Ratio

JHMM

3.01

EVTR

N/A

JHMM vs EVTR - Holdings Comparison

JHMM and EVTR have 1 common holdings. Overlap is -0.44%

JHMM's top 25 holdings weight is 11.35%. EVTR's top 25 holdings weight is 43.51%.

Rank	JHMM	EVTR
#1	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.77%	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.85%
#2	FLEX LTD (FLEX) - 0.64%	UNITED STATES TREASURY NOTES 3.875% (n/a) - 4.77%
#3	COHERENT CORP (COHR) - 0.57%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.38%
#4	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.57%	UNITED STATES TREASURY BONDS 4% (n/a) - 3.50%
#5	COMFORT SYSTEMS USA INC (FIX) - 0.55%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.39%
#6	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.53%	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.18%
#7	TERADYNE INC (TER) - 0.52%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.12%
#8	TARGA RESOURCES CORP (TRGP) - 0.50%	n/a (n/a) - 1.71%
#9	AMETEK INC (AME) - 0.49%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 1.70%
#10	STATE STREET CORP (STT) - 0.48%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.46%
#11	FIFTH THIRD BANCORP (FITB) - 0.46%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 1.24%
#12	CIENA CORP (CIEN) - 0.45%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.18%
#13	DEVON ENERGY CORP (DVN) - 0.44%	UNITED STATES TREASURY NOTES 0.625% (n/a) - 1.07%
#14	LUMENTUM HOLDINGS INC (LITE) - 0.43%	UNITED STATES TREASURY NOTES 0.875% (n/a) - 1.04%
#15	ENTERGY CORP (ETR) - 0.42%	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 0.96%
#16	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.42%	n/a (n/a) - 0.91%
#17	ROCKWELL AUTOMATION INC (ROK) - 0.42%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.80%
#18	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.42%	EATON VANCE FLOATING-RATE ETF (EVLN) - 0.68%
#19	EBAY INC (EBAY) - 0.41%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.62%
#20	STEEL DYNAMICS INC (STLD) - 0.41%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.46%
#21	REGIONS FINANCIAL CORP (RF) - 0.29%	PNMAC GSMR ISSUER TRUST 0% (n/a) - 0.34%
#22	CF INDUSTRIES HOLDINGS INC (CF) - 0.29%	FIGRE TR 2025-HE1 0% (n/a) - 0.31%
#23	EAST WEST BANCORP INC (EWBC) - 0.29%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.29%
#24	WILLIS TOWERS WATSON PLC (WTW) - 0.29%	ROMANIA (REPUBLIC OF) 3.75% (n/a) - 0.28%
#25	HUBBELL INC (HUBB) - 0.29%	n/a (n/a) - 0.27%
Total Holdings	619	537

JHMM vs EVTR - Historical Returns

Returns include dividend reinvestment.

Period	JHMM	EVTR
1 month	+2.90%	+0.06%
3 months	+5.94%	+0.36%
6 months	+6.80%	-1.38%
1 year	+22.22%	+2.97%
5 years(CAGR)	+8.83%	N/A
10 years(CAGR)	+11.80%	N/A
Max(CAGR)	+12.25%	+5.03%

Winner

JHMM

+2.90%

EVTR

+0.06%

Winner

JHMM

+5.94%

EVTR

+0.36%

Winner

JHMM

+6.80%

EVTR

-1.38%

Winner

JHMM

+22.22%

EVTR

+2.97%

5Y(CAGR)

JHMM

+8.83%

EVTR

N/A

10Y(CAGR)

JHMM

+11.80%

EVTR

N/A

Max(CAGR)

Winner

JHMM

+12.25%

EVTR

+5.03%

JHMM vs EVTR - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JHMM	EVTR
2026	+14.88%	+0.11%
2025	+10.80%	+8.06%
2024	+15.10%	+4.07%
2023	+15.01%	N/A
2022	-15.03%	N/A
2021	+26.47%	N/A
2020	+15.77%	N/A
2019	+30.40%	N/A
2018	-10.41%	N/A
2017	+19.29%	N/A
2016	+16.32%	N/A
2015	+6.08%	N/A

JHMM vs EVTR Drawdown Comparison

The maximum drawdown for JHMM was -40.71%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.

The current JHMM drawdown is -1.81%. The current EVTR drawdown is -1.71%.

Rank	JHMM	EVTR
#1	-40.71% Feb 20, 2020 - Oct 12, 2020	-4.08% Sep 17, 2024 - Apr 3, 2025
#2	-24.10% Nov 16, 2021 - Mar 1, 2024	-2.86% Feb 27, 2026 - May 19, 2026
#3	-21.87% Nov 25, 2024 - Aug 22, 2025	-2.77% Mar 27, 2024 - May 15, 2024
#4	-21.79% Aug 29, 2018 - Apr 30, 2019	-2.37% Apr 3, 2025 - Jun 23, 2025
#5	-15.58% Dec 1, 2015 - Apr 27, 2016	-1.26% May 15, 2024 - Jun 4, 2024
#6	-9.29% Jan 26, 2018 - Aug 7, 2018	-0.99% Jun 30, 2025 - Jul 29, 2025
#7	-8.64% Feb 26, 2026 - Apr 17, 2026	-0.91% Oct 27, 2025 - Nov 26, 2025
#8	-7.10% Jun 8, 2016 - Jul 11, 2016	-0.89% Jun 14, 2024 - Jul 5, 2024
#9	-6.81% Mar 28, 2024 - Jul 16, 2024	-0.88% Aug 2, 2024 - Aug 20, 2024
#10	-6.81% May 3, 2019 - Jun 20, 2019	-0.87% Jun 6, 2024 - Jun 13, 2024
#11	-6.75% Jul 26, 2019 - Oct 30, 2019	-0.77% Nov 26, 2025 - Dec 30, 2025
#12	-6.53% Jul 16, 2024 - Aug 23, 2024	-0.77% Jul 17, 2024 - Jul 30, 2024
#13	-5.76% Oct 12, 2020 - Nov 5, 2020	-0.75% Sep 16, 2025 - Oct 13, 2025
#14	-5.39% Oct 27, 2025 - Nov 28, 2025	-0.54% Jan 14, 2026 - Jan 26, 2026
#15	-5.29% Sep 7, 2016 - Nov 14, 2016	-0.45% Aug 13, 2025 - Aug 22, 2025

Correlation

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

0.86

-101

Dividend Comparison (2015 - 2026)

JHMM vs EVTR dividend yield comparison.

Year	JHMM	EVTR
2026	0.38%	2.82%
2025	0.98%	4.51%
2024	1.01%	4.26%
2023	1.17%	0.00%
2022	1.16%	0.00%
2021	0.72%	0.00%
2020	1.04%	0.00%
2019	1.02%	0.00%
2018	1.36%	0.00%
2017	0.90%	0.00%
2016	1.15%	0.00%
2015	0.33%	0.00%