JHMM vs KBWB
Comparison between JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).
5-Year PerformanceJHMM has outperformed KBWB, delivering a return of +8.7% compared to +8.0%
JHMM vs KBWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JHMM
$5.40B
Winner
KBWB
$5.50B
Expense Ratio
JHMM
0.41%
Winner
KBWB
0.35%
Max Drawdown
Winner
JHMM
40.71%
KBWB
52.05%
Sharpe Ratio
JHMM
1.41
Winner
KBWB
1.46
5Y Beta
Winner
JHMM
0.92
KBWB
1.09
P/E Ratio
JHMM
26.35
Winner
KBWB
14.04
Forward P/E
JHMM
16.45
Winner
KBWB
12.26
PEG Ratio
JHMM
N/A
KBWB
0.47
5Y Dividends CAGR
JHMM
6.38%
Winner
KBWB
6.47%
5Y EPS CAGR
Winner
JHMM
13.55%
KBWB
9.22%
Debt to Equity
Winner
JHMM
26.36%
KBWB
79.79%
P/S Ratio
Winner
JHMM
1.66
KBWB
3.70
P/B Ratio
JHMM
2.91
Winner
KBWB
1.57
JHMM vs KBWB - Holdings Comparison
JHMM and KBWB have 14 common holdings. Overlap is 3.48%
JHMM's top 25 holdings weight is 11.31%. KBWB's top 25 holdings weight is 99.85%.
| Rank | JHMM | KBWB |
|---|---|---|
| #1 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.61% | MORGAN STANLEY (MS) - 8.58% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 0.59% | THE GOLDMAN SACHS GROUP INC (GS) - 8.07% |
| #3 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.59% | BANK OF AMERICA CORP (BAC) - 8.05% |
| #4 | CIENA CORP (CIEN) - 0.54% | JPMORGAN CHASE & CO (JPM) - 7.78% |
| #5 | COHERENT CORP (COHR) - 0.53% | WELLS FARGO & CO (WFC) - 7.41% |
| #6 | FLEX LTD (FLEX) - 0.51% | CITIGROUP INC (C) - 4.39% |
| #7 | TARGA RESOURCES CORP (TRGP) - 0.50% | STATE STREET CORP (STT) - 4.36% |
| #8 | ENTERGY CORP (ETR) - 0.48% | BANK OF NEW YORK MELLON CORP (BK) - 4.20% |
| #9 | AMETEK INC (AME) - 0.47% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.94% |
| #10 | EBAY INC (EBAY) - 0.45% | U.S. BANCORP (USB) - 3.84% |
| #11 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.45% | FIFTH THIRD BANCORP (FITB) - 3.84% |
| #12 | TERADYNE INC (TER) - 0.43% | TRUIST FINANCIAL CORP (TFC) - 3.82% |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 0.43% | M&T BANK CORP (MTB) - 3.75% |
| #14 | FIFTH THIRD BANCORP (FITB) - 0.43% | HUNTINGTON BANCSHARES INC (HBAN) - 3.69% |
| #15 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.41% | CAPITAL ONE FINANCIAL CORP (COF) - 3.66% |
| #16 | CHENIERE ENERGY INC (LNG) - 0.41% | NORTHERN TRUST CORP (NTRS) - 3.62% |
| #17 | STATE STREET CORP (STT) - 0.41% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.30% |
| #18 | ROCKWELL AUTOMATION INC (ROK) - 0.40% | REGIONS FINANCIAL CORP (RF) - 2.92% |
| #19 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.40% | KEYCORP (KEY) - 2.88% |
| #20 | EMCOR GROUP INC (EME) - 0.40% | EAST WEST BANCORP INC (EWBC) - 2.05% |
| #21 | JABIL INC (JBL) - 0.39% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.81% |
| #22 | STEEL DYNAMICS INC (STLD) - 0.38% | FIRST HORIZON CORP (FHN) - 1.45% |
| #23 | CARDINAL HEALTH INC (CAH) - 0.38% | ZIONS BANCORP NA (ZION) - 1.13% |
| #24 | UNITED THERAPEUTICS CORP (UTHR) - 0.36% | WESTERN ALLIANCE BANCORP (WAL) - 1.09% |
| #25 | TECHNIPFMC PLC (FTI) - 0.36% | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22% |
| Total Holdings | 667 | 28 |
JHMM vs KBWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JHMM
+2.24%
KBWB
-1.27%
3M
Winner
JHMM
+3.17%
KBWB
-0.16%
6M
Winner
JHMM
+10.93%
KBWB
+8.11%
1Y
JHMM
+21.87%
Winner
KBWB
+31.21%
5Y(CAGR)
Winner
JHMM
+8.74%
KBWB
+7.99%
10Y(CAGR)
JHMM
+11.91%
Winner
KBWB
+12.24%
Max(CAGR)
JHMM
+11.98%
Winner
KBWB
+13.05%
JHMM vs KBWB - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JHMM | KBWB |
|---|---|---|
| 2026 | +8.44% | -0.65% |
| 2025 | +10.80% | +32.15% |
| 2024 | +15.10% | +35.45% |
| 2023 | +15.01% | -1.73% |
| 2022 | -15.03% | -23.70% |
| 2021 | +26.47% | +39.08% |
| 2020 | +15.77% | -10.99% |
| 2019 | +30.40% | +33.02% |
| 2018 | -10.41% | -18.51% |
| 2017 | +19.29% | +17.18% |
| 2016 | +16.32% | +31.24% |
| 2015 | +6.08% | +0.35% |
| 2014 | N/A | +9.61% |
| 2013 | N/A | +33.14% |
| 2012 | N/A | +28.41% |
| 2011 | N/A | +2.11% |
JHMM vs KBWB Drawdown Comparison
The maximum drawdown for JHMM was -40.71%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The current JHMM drawdown is -1.52%. The current KBWB drawdown is -6.06%.
| Rank | JHMM | KBWB |
|---|---|---|
| #1 | -40.71% Feb 20, 2020 - Oct 12, 2020 | -50.23% Jan 2, 2020 - Jan 14, 2021 |
| #2 | -24.10% Nov 16, 2021 - Mar 1, 2024 | -49.32% Jan 13, 2022 - Nov 21, 2024 |
| #3 | -21.87% Nov 25, 2024 - Aug 22, 2025 | -29.41% Feb 1, 2018 - Dec 12, 2019 |
| #4 | -21.79% Aug 29, 2018 - Apr 30, 2019 | -29.08% Jul 22, 2015 - Nov 9, 2016 |
| #5 | -15.58% Dec 1, 2015 - Apr 27, 2016 | -25.44% Feb 6, 2025 - Jun 30, 2025 |
| #6 | -9.29% Jan 26, 2018 - Aug 7, 2018 | -18.02% Mar 26, 2012 - Sep 13, 2012 |
| #7 | -8.64% Feb 26, 2026 - Apr 17, 2026 | -16.38% Feb 9, 2026 - Mar 13, 2026 |
| #8 | -7.10% Jun 8, 2016 - Jul 11, 2016 | -13.21% Jun 1, 2021 - Oct 5, 2021 |
| #9 | -6.81% Mar 28, 2024 - Jul 16, 2024 | -12.69% Nov 8, 2011 - Jan 3, 2012 |
| #10 | -6.81% May 3, 2019 - Jun 20, 2019 | -11.68% Dec 29, 2014 - May 4, 2015 |
| #11 | -6.75% Jul 26, 2019 - Oct 30, 2019 | -11.52% Jan 14, 2021 - Feb 16, 2021 |
| #12 | -6.53% Jul 16, 2024 - Aug 23, 2024 | -11.18% Mar 1, 2017 - Sep 27, 2017 |
| #13 | -5.76% Oct 12, 2020 - Nov 5, 2020 | -10.86% Oct 22, 2021 - Jan 6, 2022 |
| #14 | -5.39% Oct 27, 2025 - Nov 28, 2025 | -10.20% Sep 18, 2014 - Dec 5, 2014 |
| #15 | -5.29% Sep 7, 2016 - Nov 14, 2016 | -9.98% Nov 25, 2024 - Jan 30, 2025 |
Correlation
Correlation between JHMM and KBWB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2011 - 2026)
JHMM vs KBWB dividend yield comparison.
| Year | JHMM | KBWB |
|---|---|---|
| 2026 | 0.00% | 0.58% |
| 2025 | 0.98% | 2.04% |
| 2024 | 1.01% | 2.46% |
| 2023 | 1.17% | 3.20% |
| 2022 | 1.16% | 3.05% |
| 2021 | 0.72% | 2.13% |
| 2020 | 1.04% | 2.62% |
| 2019 | 1.02% | 2.38% |
| 2018 | 1.36% | 2.54% |
| 2017 | 0.90% | 1.35% |
| 2016 | 1.15% | 1.53% |
| 2015 | 0.33% | 1.53% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.43% |
| 2012 | 0.00% | 1.27% |
| 2011 | 0.00% | 1.33% |
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