JHMM vs SPY
Comparison between JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed JHMM, delivering a return of +13.2% compared to +8.6%
JHMM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JHMM
$5.60B
Winner
SPY
$784B
Expense Ratio
JHMM
0.41%
Winner
SPY
0.09%
Max Drawdown
Winner
JHMM
40.71%
SPY
56.47%
Sharpe Ratio
JHMM
1.35
Winner
SPY
1.54
5Y Beta
Winner
JHMM
0.92
SPY
1.00
P/E Ratio
Winner
JHMM
26.92
SPY
27.62
Forward P/E
Winner
JHMM
16.37
SPY
21.11
5Y Dividends CAGR
Winner
JHMM
6.38%
SPY
6.00%
5Y EPS CAGR
JHMM
12.97%
Winner
SPY
25.30%
Debt to Equity
Winner
JHMM
23.31%
SPY
31.11%
P/S Ratio
Winner
JHMM
1.67
SPY
3.49
P/B Ratio
Winner
JHMM
2.96
SPY
5.30
JHMM vs SPY - Holdings Comparison
JHMM and SPY have 220 common holdings. Overlap is 7.67%
JHMM's top 25 holdings weight is 11.66%. SPY's top 25 holdings weight is 51.24%.
| Rank | JHMM | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 0.77% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.66% | APPLE INC (AAPL) - 6.81% |
| #3 | COHERENT CORP (COHR) - 0.64% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | COMFORT SYSTEMS USA INC (FIX) - 0.64% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.59% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.56% | BROADCOM INC (AVGO) - 2.77% |
| #7 | TERADYNE INC (TER) - 0.55% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | TARGA RESOURCES CORP (TRGP) - 0.51% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | CIENA CORP (CIEN) - 0.48% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | AMETEK INC (AME) - 0.46% | TESLA INC (TSLA) - 1.76% |
| #11 | EBAY INC (EBAY) - 0.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MKS INC (MKSI) - 0.46% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ENTERGY CORP (ETR) - 0.45% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | STATE STREET CORP (STT) - 0.45% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | STEEL DYNAMICS INC (STLD) - 0.44% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ROCKWELL AUTOMATION INC (ROK) - 0.44% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | DEVON ENERGY CORP (DVN) - 0.43% | VISA INC CLASS A (V) - 0.87% |
| #18 | FIFTH THIRD BANCORP (FITB) - 0.43% | INTEL CORP (INTC) - 0.85% |
| #19 | LUMENTUM HOLDINGS INC (LITE) - 0.42% | WALMART INC (WMT) - 0.82% |
| #20 | JABIL INC (JBL) - 0.42% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | GARMIN LTD (GRMN) - 0.28% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | IRON MOUNTAIN INC (IRM) - 0.28% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.28% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | RAYMOND JAMES FINANCIAL INC (RJF) - 0.28% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PRUDENTIAL FINANCIAL INC (PRU) - 0.28% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 624 | 505 |
JHMM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JHMM
+1.45%
SPY
-1.37%
3M
JHMM
+10.34%
Winner
SPY
+12.22%
6M
Winner
JHMM
+10.73%
SPY
+7.20%
1Y
JHMM
+23.57%
Winner
SPY
+23.58%
5Y(CAGR)
JHMM
+8.58%
Winner
SPY
+13.19%
10Y(CAGR)
JHMM
+11.76%
Winner
SPY
+15.12%
Max(CAGR)
Winner
JHMM
+12.08%
SPY
+8.44%
JHMM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JHMM | SPY |
|---|---|---|
| 2026 | +10.97% | +7.95% |
| 2025 | +10.80% | +18.00% |
| 2024 | +15.10% | +25.59% |
| 2023 | +15.01% | +26.72% |
| 2022 | -15.03% | -18.64% |
| 2021 | +26.47% | +30.52% |
| 2020 | +15.77% | +17.28% |
| 2019 | +30.40% | +31.09% |
| 2018 | -10.41% | -5.24% |
| 2017 | +19.29% | +20.78% |
| 2016 | +16.32% | +13.59% |
| 2015 | +6.08% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
JHMM vs SPY Drawdown Comparison
The maximum drawdown for JHMM was -40.71%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JHMM drawdown is -1.27%. The current SPY drawdown is -3.18%.
| Rank | JHMM | SPY |
|---|---|---|
| #1 | -40.71% Feb 20, 2020 - Oct 12, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.10% Nov 16, 2021 - Mar 1, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.87% Nov 25, 2024 - Aug 22, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.79% Aug 29, 2018 - Apr 30, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.58% Dec 1, 2015 - Apr 27, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.29% Jan 26, 2018 - Aug 7, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.64% Feb 26, 2026 - Apr 17, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.10% Jun 8, 2016 - Jul 11, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.81% Mar 28, 2024 - Jul 16, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.81% May 3, 2019 - Jun 20, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.75% Jul 26, 2019 - Oct 30, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.53% Jul 16, 2024 - Aug 23, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.76% Oct 12, 2020 - Nov 5, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.39% Oct 27, 2025 - Nov 28, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.29% Sep 7, 2016 - Nov 14, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JHMM and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
JHMM vs SPY dividend yield comparison.
| Year | JHMM | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.98% | 1.07% |
| 2024 | 1.01% | 1.21% |
| 2023 | 1.17% | 1.40% |
| 2022 | 1.16% | 1.65% |
| 2021 | 0.72% | 1.20% |
| 2020 | 1.04% | 1.52% |
| 2019 | 1.02% | 1.75% |
| 2018 | 1.36% | 2.04% |
| 2017 | 0.90% | 1.80% |
| 2016 | 1.15% | 2.03% |
| 2015 | 0.33% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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