JHSC vs LTPZ

Comparison between JOHN HANCOCK MULTIFACTOR SMALL CAP ETF (JHSC, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceJHSC has outperformed LTPZ, delivering a return of +8.0% compared to -7.0%

JHSC vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHSC(ETF)	LTPZ(ETF)
Net Assets	$724M	$725M
Expense Ratio	0.42%	0.20%
Max Drawdown	42.66%	49.62%
Sharpe Ratio	1.10	-0.38
5Y Beta	0.97	0.16
P/E Ratio	27.51	N/A
Forward P/E	16.39	N/A
5Y Dividends CAGR	11.46%	4.04%
5Y EPS CAGR	18.20%	N/A
Debt to Equity	33.57%	N/A
P/S Ratio	1.38	N/A
P/B Ratio	2.32	N/A

Net Assets

JHSC

$724M

Winner

LTPZ

$725M

Expense Ratio

JHSC

0.42%

Winner

LTPZ

0.20%

Max Drawdown

Winner

JHSC

42.66%

LTPZ

49.62%

Sharpe Ratio

Winner

JHSC

1.10

LTPZ

-0.38

5Y Beta

JHSC

0.97

Winner

LTPZ

0.16

P/E Ratio

JHSC

27.51

LTPZ

N/A

Forward P/E

JHSC

16.39

LTPZ

N/A

5Y Dividends CAGR

Winner

JHSC

11.46%

LTPZ

4.04%

5Y EPS CAGR

JHSC

18.20%

LTPZ

N/A

Debt to Equity

JHSC

33.57%

LTPZ

N/A

P/S Ratio

JHSC

1.38

LTPZ

N/A

P/B Ratio

JHSC

2.32

LTPZ

N/A

JHSC vs LTPZ - Historical Returns

Returns include dividend reinvestment.

Period	JHSC	LTPZ
1 month	+1.18%	+0.55%
3 months	+5.33%	-1.84%
6 months	+6.99%	-5.31%
1 year	+18.92%	-1.08%
5 years(CAGR)	+8.05%	-6.99%
10 years(CAGR)	+9.05%	-0.24%
Max(CAGR)	+9.05%	+2.78%

Winner

JHSC

+1.18%

LTPZ

+0.55%

Winner

JHSC

+5.33%

LTPZ

-1.84%

Winner

JHSC

+6.99%

LTPZ

-5.31%

Winner

JHSC

+18.92%

LTPZ

-1.08%

5Y(CAGR)

Winner

JHSC

+8.05%

LTPZ

-6.99%

10Y(CAGR)

Winner

JHSC

+9.05%

LTPZ

-0.24%

Max(CAGR)

Winner

JHSC

+9.05%

LTPZ

+2.78%

JHSC vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JHSC	LTPZ
2026	+15.43%	-2.44%
2025	+7.26%	+4.01%
2024	+10.44%	-4.68%
2023	+21.35%	-0.38%
2022	-15.01%	-30.10%
2021	+21.47%	+6.50%
2020	+11.50%	+22.87%
2019	+24.48%	+16.97%
2018	-12.49%	-6.49%
2017	+4.48%	+8.23%
2016	N/A	+8.48%
2015	N/A	-10.16%
2014	N/A	+18.77%
2013	N/A	-18.74%
2012	N/A	+11.89%
2011	N/A	+25.70%
2010	N/A	+8.56%
2009	N/A	+3.24%

JHSC vs LTPZ Drawdown Comparison

The maximum drawdown for JHSC was -42.66%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current JHSC drawdown is -2.28%. The current LTPZ drawdown is -34.76%.

Rank	JHSC	LTPZ
#1	-42.66% Feb 20, 2020 - Nov 16, 2020	-40.96% Nov 9, 2021 - Oct 19, 2023
#2	-25.22% Nov 8, 2021 - Dec 26, 2023	-22.67% Dec 10, 2012 - Jul 5, 2016
#3	-25.15% Nov 25, 2024 - Dec 10, 2025	-22.60% Mar 6, 2020 - Apr 15, 2020
#4	-24.70% Aug 29, 2018 - Jan 14, 2020	-13.15% Sep 7, 2016 - May 29, 2019
#5	-10.77% Jan 23, 2018 - Jun 5, 2018	-12.85% Nov 2, 2010 - Jul 11, 2011
#6	-9.63% Feb 9, 2026 - Apr 17, 2026	-11.65% Jan 4, 2021 - Jul 15, 2021
#7	-8.07% Jul 31, 2024 - Sep 19, 2024	-7.24% Aug 29, 2019 - Jan 27, 2020
#8	-7.61% Mar 28, 2024 - Jul 15, 2024	-7.05% Apr 28, 2020 - Jul 20, 2020
#9	-7.05% Apr 28, 2021 - Sep 1, 2021	-5.98% Aug 10, 2011 - Nov 1, 2011
#10	-6.95% Mar 15, 2021 - Apr 16, 2021	-5.85% Nov 30, 2009 - May 4, 2010
#11	-5.48% Feb 24, 2021 - Mar 11, 2021	-5.67% Jul 24, 2012 - Oct 4, 2012
#12	-5.40% Dec 27, 2023 - Mar 1, 2024	-4.63% Aug 4, 2020 - Dec 31, 2020
#13	-4.66% Jan 20, 2021 - Feb 4, 2021	-4.50% Jan 31, 2012 - Apr 26, 2012
#14	-4.65% Sep 2, 2021 - Oct 20, 2021	-4.23% Oct 27, 2021 - Nov 8, 2021
#15	-4.35% Nov 11, 2024 - Nov 25, 2024	-3.71% Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between JHSC and LTPZ is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19

-101

Dividend Comparison (2009 - 2026)

JHSC vs LTPZ dividend yield comparison.

Year	JHSC	LTPZ
2026	0.39%	4.87%
2025	1.13%	4.64%
2024	0.96%	3.71%
2023	0.98%	3.71%
2022	1.13%	8.38%
2021	1.08%	3.56%
2020	1.12%	1.42%
2019	1.14%	1.74%
2018	1.09%	3.05%
2017	0.00%	2.25%
2016	0.00%	2.32%
2015	0.00%	0.71%
2014	0.00%	1.77%
2013	0.00%	1.28%
2012	0.00%	1.58%
2011	0.00%	3.62%
2010	0.00%	2.51%
2009	0.00%	0.80%