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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 +12.7% compared to +7.8%

JHMM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHMM
$5.90B
Winner
SPY
$795B
Expense Ratio
JHMM
0.41%
Winner
SPY
0.09%
Max Drawdown
Winner
JHMM
40.71%
SPY
56.47%
Sharpe Ratio
JHMM
0.95
Winner
SPY
1.19
5Y Beta
Winner
JHMM
0.91
SPY
1.00
P/E Ratio
JHMM
26.78
Winner
SPY
26.06
Forward P/E
Winner
JHMM
15.22
SPY
19.66
PEG Ratio
JHMM
N/A
SPY
0.37
5Y Dividends CAGR
Winner
JHMM
18.47%
SPY
6.00%
5Y EPS CAGR
JHMM
12.00%
Winner
SPY
26.03%
Debt to Equity
JHMM
140.33%
Winner
SPY
45.99%
P/S Ratio
Winner
JHMM
1.65
SPY
3.71
P/B Ratio
Winner
JHMM
2.90
SPY
5.55

JHMM vs SPY - Holdings Comparison

JHMM and SPY have 216 common holdings. Overlap is 7.66%

JHMM's top 25 holdings weight is 11.04%. SPY's top 25 holdings weight is 50.77%.

RankJHMMSPY
#1
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.73%
NVIDIA CORP (NVDA) - 7.68%
#2
FLEX LTD (FLEX) - 0.58%
APPLE INC (AAPL) - 6.97%
#3
TARGA RESOURCES CORP (TRGP) - 0.55%
MICROSOFT CORP (MSFT) - 5.58%
#4
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.53%
AMAZON.COM INC (AMZN) - 3.85%
#5
COMFORT SYSTEMS USA INC (FIX) - 0.51%
ALPHABET INC CLASS A (GOOGL) - 3.03%
#6
STATE STREET CORP (STT) - 0.49%
BROADCOM INC (AVGO) - 2.55%
#7
MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.49%
ALPHABET INC CLASS C (GOOG) - 2.42%
#8
COHERENT CORP (COHR) - 0.48%
META PLATFORMS INC CLASS A (META) - 1.91%
#9
TERADYNE INC (TER) - 0.47%
MICRON TECHNOLOGY INC (MU) - 1.60%
#10
AMETEK INC (AME) - 0.47%
TESLA INC (TSLA) - 1.47%
#11
DEVON ENERGY CORP (DVN) - 0.46%
JPMORGAN CHASE & CO (JPM) - 1.45%
#12
FIFTH THIRD BANCORP (FITB) - 0.44%
ELI LILLY AND CO (LLY) - 1.42%
#13
LUMENTUM HOLDINGS INC (LITE) - 0.44%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%
#14
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.44%
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
#15
THE HARTFORD INSURANCE GROUP INC (HIG) - 0.43%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
CIENA CORP (CIEN) - 0.43%
JOHNSON & JOHNSON (JNJ) - 0.98%
#17
EBAY INC (EBAY) - 0.42%
VISA INC CLASS A (V) - 0.96%
#18
ENTERGY CORP (ETR) - 0.42%
MASTERCARD INC CLASS A (MA) - 0.73%
#19
CARDINAL HEALTH INC (CAH) - 0.41%
ABBVIE INC (ABBV) - 0.70%
#20
CHENIERE ENERGY INC (LNG) - 0.40%
WALMART INC (WMT) - 0.69%
#21
SSC GOVERNMENT MM GVMXX (n/a) - 0.29%
CISCO SYSTEMS INC (CSCO) - 0.67%
#22
CASEY'S GENERAL STORES INC (CASY) - 0.29%
INTEL CORP (INTC) - 0.66%
#23
OVINTIV INC (OVV) - 0.29%
COSTCO WHOLESALE CORP (COST) - 0.64%
#24
CITIZENS FINANCIAL GROUP INC (CFG) - 0.29%
n/a (PLTR) - 0.62%
#25
REGIONS FINANCIAL CORP (RF) - 0.29%
BANK OF AMERICA CORP (BAC) - 0.61%
Total Holdings619505

JHMM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHMM
-1.74%
Winner
SPY
-0.15%
3M
JHMM
+1.50%
Winner
SPY
+1.99%
6M
JHMM
+7.01%
Winner
SPY
+13.01%
1Y
JHMM
+17.54%
Winner
SPY
+19.96%
5Y(CAGR)
JHMM
+7.81%
Winner
SPY
+12.71%
10Y(CAGR)
JHMM
+11.58%
Winner
SPY
+15.27%
Max(CAGR)
Winner
JHMM
+12.07%
SPY
+8.57%

JHMM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHMMSPY
2026+13.35%+13.34%
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%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -3.12%. The current SPY drawdown is -0.99%.

RankJHMMSPY
#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.

YearJHMMSPY
20260.38%0.48%
20250.98%1.07%
20241.01%1.21%
20231.17%1.40%
20221.16%1.65%
20210.72%1.20%
20201.04%1.52%
20191.02%1.75%
20181.36%2.04%
20170.90%1.80%
20161.15%2.03%
20150.33%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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