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JHSC vs SPY

Comparison between JOHN HANCOCK MULTIFACTOR SMALL CAP ETF (JHSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JHSC, delivering a return of +13.0% compared to +8.2%

JHSC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JHSC
$687M
Winner
SPY
$781B
Expense Ratio
JHSC
0.42%
Winner
SPY
0.09%
Max Drawdown
Winner
JHSC
42.66%
SPY
56.47%
Sharpe Ratio
JHSC
1.12
Winner
SPY
1.25
5Y Beta
Winner
JHSC
0.98
SPY
1.00
P/E Ratio
Winner
JHSC
27.06
SPY
28.78
Forward P/E
Winner
JHSC
15.39
SPY
21.23
5Y Dividends CAGR
Winner
JHSC
11.46%
SPY
6.00%
5Y EPS CAGR
JHSC
17.57%
Winner
SPY
25.62%
Debt to Equity
JHSC
35.62%
Winner
SPY
31.92%
P/S Ratio
Winner
JHSC
1.38
SPY
3.76
P/B Ratio
Winner
JHSC
2.30
SPY
5.64

JHSC vs SPY - Holdings Comparison

JHSC and SPY have 1 common holdings. Overlap is 0.00%

JHSC's top 25 holdings weight is 11.38%. SPY's top 25 holdings weight is 51.74%.

RankJHSCSPY
#1
ARROW ELECTRONICS INC (ARW) - 0.57%
NVIDIA CORP (NVDA) - 7.89%
#2
LITTELFUSE INC (LFUS) - 0.54%
APPLE INC (AAPL) - 7.37%
#3
RYDER SYSTEM INC (R) - 0.53%
MICROSOFT CORP (MSFT) - 4.50%
#4
KRYSTAL BIOTECH INC (KRYS) - 0.52%
AMAZON.COM INC (AMZN) - 3.82%
#5
AFFILIATED MANAGERS GROUP INC (AMG) - 0.51%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
THE TIMKEN CO (TKR) - 0.50%
BROADCOM INC (AVGO) - 2.86%
#7
DARLING INGREDIENTS INC (DAR) - 0.50%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ELEMENT SOLUTIONS INC (ESI) - 0.50%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VOYA FINANCIAL INC (VOYA) - 0.46%
TESLA INC (TSLA) - 1.70%
#10
ETSY INC (ETSY) - 0.45%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AAON INC (AAON) - 0.45%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
SANMINA CORP (SANM) - 0.45%
ELI LILLY AND CO (LLY) - 1.40%
#13
FIRSTCASH HOLDINGS INC (FCFS) - 0.44%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
JACKSON FINANCIAL INC (JXN) - 0.43%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
HEXCEL CORP (HXL) - 0.43%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
SEMTECH CORP (SMTC) - 0.42%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AXIS CAPITAL HOLDINGS LTD (AXS) - 0.42%
VISA INC CLASS A (V) - 0.90%
#18
AVNET INC (AVT) - 0.42%
WALMART INC (WMT) - 0.76%
#19
LEAR CORP (LEA) - 0.42%
INTEL CORP (INTC) - 0.75%
#20
HUT 8 CORP (HUT) - 0.41%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
IDACORP INC (IDA) - 0.41%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
LANDSTAR SYSTEM INC (LSTR) - 0.40%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
n/a (MSGS) - 0.40%
ABBVIE INC (ABBV) - 0.66%
#24
COMMERCIAL METALS CO (CMC) - 0.40%
CATERPILLAR INC (CAT) - 0.65%
#25
SM ENERGY CO (SM) - 0.40%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings495505

JHSC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JHSC
+1.40%
SPY
+0.52%
3M
JHSC
+4.89%
Winner
SPY
+6.55%
6M
JHSC
+6.90%
Winner
SPY
+9.76%
1Y
Winner
JHSC
+22.93%
SPY
+20.32%
5Y(CAGR)
JHSC
+8.22%
Winner
SPY
+13.01%
10Y(CAGR)
JHSC
+9.06%
Winner
SPY
+15.06%
Max(CAGR)
Winner
JHSC
+9.06%
SPY
+8.50%

JHSC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJHSCSPY
2026+14.63%+10.11%
2025+7.26%+18.00%
2024+10.44%+25.59%
2023+21.35%+26.72%
2022-15.01%-18.64%
2021+21.47%+30.52%
2020+11.50%+17.28%
2019+24.48%+31.09%
2018-12.49%-5.24%
2017+4.48%+20.78%
2016N/A+13.59%
2015N/A+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%

JHSC vs SPY Drawdown Comparison

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

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

The current JHSC drawdown is -0.41%. The current SPY drawdown is -1.24%.

RankJHSCSPY
#1-42.66%
Feb 20, 2020 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.22%
Nov 8, 2021 - Dec 26, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.15%
Nov 25, 2024 - Dec 10, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.70%
Aug 29, 2018 - Jan 14, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.77%
Jan 23, 2018 - Jun 5, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.63%
Feb 9, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.07%
Jul 31, 2024 - Sep 19, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.61%
Mar 28, 2024 - Jul 15, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.05%
Apr 28, 2021 - Sep 1, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.95%
Mar 15, 2021 - Apr 16, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.48%
Feb 24, 2021 - Mar 11, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.40%
Dec 27, 2023 - Mar 1, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.66%
Jan 20, 2021 - Feb 4, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.65%
Sep 2, 2021 - Oct 20, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.35%
Nov 11, 2024 - Nov 25, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JHSC and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

JHSC vs SPY dividend yield comparison.

YearJHSCSPY
20260.39%0.49%
20251.13%1.07%
20240.96%1.21%
20230.98%1.40%
20221.13%1.65%
20211.08%1.20%
20201.12%1.52%
20191.14%1.75%
20181.09%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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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