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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 +13.3% compared to +8.8%

JHMM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHMM
$5.80B
Winner
SPY
$781B
Expense Ratio
JHMM
0.41%
Winner
SPY
0.09%
Max Drawdown
Winner
JHMM
40.71%
SPY
56.47%
Sharpe Ratio
JHMM
1.34
Winner
SPY
1.42
5Y Beta
Winner
JHMM
0.91
SPY
1.00
P/E Ratio
JHMM
27.01
Winner
SPY
26.48
Forward P/E
Winner
JHMM
17.30
SPY
20.90
PEG Ratio
JHMM
N/A
SPY
0.30
5Y Dividends CAGR
Winner
JHMM
18.47%
SPY
6.00%
5Y EPS CAGR
JHMM
12.19%
Winner
SPY
26.40%
Debt to Equity
JHMM
145.21%
Winner
SPY
48.17%
P/S Ratio
Winner
JHMM
1.65
SPY
3.72
P/B Ratio
Winner
JHMM
3.03
SPY
5.55

JHMM vs SPY - Holdings Comparison

JHMM and SPY have 215 common holdings. Overlap is 7.49%

JHMM's top 25 holdings weight is 11.36%. SPY's top 25 holdings weight is 51.49%.

RankJHMMSPY
#1
FLEX LTD (FLEX) - 0.68%
NVIDIA CORP (NVDA) - 7.76%
#2
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.64%
APPLE INC (AAPL) - 7.44%
#3
COMFORT SYSTEMS USA INC (FIX) - 0.58%
MICROSOFT CORP (MSFT) - 4.56%
#4
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.55%
AMAZON.COM INC (AMZN) - 3.74%
#5
TARGA RESOURCES CORP (TRGP) - 0.54%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
COHERENT CORP (COHR) - 0.53%
BROADCOM INC (AVGO) - 2.83%
#7
MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.53%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
TERADYNE INC (TER) - 0.50%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
STATE STREET CORP (STT) - 0.48%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
FIFTH THIRD BANCORP (FITB) - 0.47%
TESLA INC (TSLA) - 1.65%
#11
EBAY INC (EBAY) - 0.47%
ELI LILLY AND CO (LLY) - 1.44%
#12
AMETEK INC (AME) - 0.47%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
THE HARTFORD INSURANCE GROUP INC (HIG) - 0.45%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
DEVON ENERGY CORP (DVN) - 0.45%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
CIENA CORP (CIEN) - 0.45%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
ENTERGY CORP (ETR) - 0.45%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
ROCKWELL AUTOMATION INC (ROK) - 0.45%
VISA INC CLASS A (V) - 0.91%
#18
MKS INC (MKSI) - 0.43%
INTEL CORP (INTC) - 0.77%
#19
CARDINAL HEALTH INC (CAH) - 0.41%
WALMART INC (WMT) - 0.75%
#20
LUMENTUM HOLDINGS INC (LITE) - 0.40%
ABBVIE INC (ABBV) - 0.70%
#21
WESCO INTERNATIONAL INC (WCC) - 0.29%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
RENAISSANCERE HOLDINGS LTD (RNR) - 0.29%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
GARMIN LTD (GRMN) - 0.29%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
IRON MOUNTAIN INC (IRM) - 0.28%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
n/a (EXPD) - 0.28%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings622505

JHMM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHMM
+3.30%
Winner
SPY
+3.42%
3M
Winner
JHMM
+6.59%
SPY
+5.97%
6M
JHMM
+8.67%
Winner
SPY
+12.56%
1Y
Winner
JHMM
+24.72%
SPY
+23.65%
5Y(CAGR)
JHMM
+8.79%
Winner
SPY
+13.33%
10Y(CAGR)
JHMM
+11.92%
Winner
SPY
+15.34%
Max(CAGR)
Winner
JHMM
+12.37%
SPY
+8.61%

JHMM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHMMSPY
2026+15.68%+13.79%
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.

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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