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JHS vs SPY

Comparison between John Hancock Income Securities Trust (JHS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHS, delivering a return of +13.3% compared to -2.2%

JHS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHS
$142M
Winner
SPY
$735B
Expense Ratio
JHS
N/A
SPY
0.09%
Max Drawdown
Winner
JHS
47.81%
SPY
56.47%
Sharpe Ratio
JHS
0.03
Winner
SPY
1.62
5Y Beta
Winner
JHS
0.17
SPY
1.00
P/E Ratio
JHS
N/A
SPY
28.99
Forward P/E
JHS
N/A
SPY
22.37
5Y Dividends CAGR
JHS
-3.62%
Winner
SPY
5.43%
5Y EPS CAGR
JHS
N/A
SPY
26.05%
Debt to Equity
JHS
N/A
SPY
32.40%
P/S Ratio
JHS
N/A
SPY
3.74
P/B Ratio
JHS
N/A
SPY
5.61

JHS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JHS
-0.72%
Winner
SPY
+1.90%
3M
JHS
-1.83%
Winner
SPY
+8.55%
6M
JHS
-2.35%
Winner
SPY
+8.18%
1Y
JHS
+3.97%
Winner
SPY
+25.79%
5Y(CAGR)
JHS
-2.19%
Winner
SPY
+13.32%
10Y(CAGR)
JHS
+2.61%
Winner
SPY
+15.19%
Max(CAGR)
JHS
+5.80%
Winner
SPY
+8.47%

JHS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHSSPY
2026-4.21%+8.26%
2025+9.90%+18.00%
2024+7.75%+25.59%
2023+4.52%+26.72%
2022-25.20%-18.64%
2021+4.04%+30.52%
2020+12.67%+17.28%
2019+20.21%+31.09%
2018-10.10%-5.24%
2017+11.42%+20.78%
2016+11.04%+13.59%
2015-0.46%+1.31%
2014+5.04%+14.56%
2013-7.11%+29.00%
2012+19.34%+14.17%
2011+5.77%+0.85%
2010+22.39%+13.14%
2009+50.14%+22.67%
2008-17.73%-36.25%
2007-6.98%+5.32%
2006+14.41%+13.85%
2005-6.34%+5.32%
2004+11.22%+10.75%
2003+13.18%+24.18%
2002+7.72%-22.42%
2001+7.38%-10.13%
2000+19.42%-8.84%
1999-5.16%+8.61%

JHS vs SPY Drawdown Comparison

The maximum drawdown for JHS was -36.75%, occurring on Nov 21, 2008. Recovery took 548 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JHS drawdown is -12.85%. The current SPY drawdown is -2.90%.

RankJHSSPY
#1-36.75%
Jun 5, 2007 - Aug 6, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.59%
Sep 10, 2021 - Oct 21, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.18%
Feb 21, 2020 - Jul 21, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.82%
May 22, 2013 - Jul 6, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.28%
Mar 25, 2004 - Sep 14, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.82%
Jan 4, 2018 - Mar 26, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.75%
Sep 28, 2012 - Jan 7, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.31%
Aug 2, 2011 - Sep 7, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.54%
Feb 7, 2005 - Oct 5, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.30%
Nov 2, 1999 - Jul 6, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.29%
Jun 2, 2003 - Dec 17, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.07%
Jan 24, 2013 - May 7, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.12%
Dec 31, 2010 - May 12, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.07%
Sep 30, 2016 - Feb 7, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.93%
Oct 4, 2010 - Dec 31, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHS and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

JHS vs SPY dividend yield comparison.

YearJHSSPY
20261.25%0.24%
20255.13%1.07%
20244.83%1.21%
20233.72%1.40%
20226.85%1.65%
20216.72%1.20%
20205.28%1.52%
20194.57%1.75%
20185.74%2.04%
20175.45%1.80%
20166.06%2.03%
20156.52%2.06%
20146.38%1.87%
20136.99%1.81%
20126.73%2.18%
20117.92%2.05%
20107.63%1.80%
20098.56%1.95%
200811.34%3.02%
20077.16%1.85%
20066.28%1.73%
20057.51%1.73%
20047.56%1.82%
20037.92%1.47%
20026.24%1.70%
20016.98%1.25%
20003.70%1.15%
19990.00%0.24%

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