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JSMD vs HTD

Comparison between JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF (JSMD, ETF) and John Hancock Tax- Advantaged Dividend Income (HTD, ETF).

5-Year PerformanceHTD has outperformed JSMD, delivering a return of +8.0% compared to +7.2%

JSMD vs HTD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JSMD
$980M
HTD
$978M
Expense Ratio
JSMD
0.30%
HTD
N/A
Max Drawdown
Winner
JSMD
38.98%
HTD
75.51%
Sharpe Ratio
JSMD
0.95
Winner
HTD
1.23
5Y Beta
JSMD
1.12
Winner
HTD
0.39
P/E Ratio
JSMD
32.99
HTD
N/A
Forward P/E
JSMD
18.69
HTD
N/A
5Y Dividends CAGR
Winner
JSMD
24.33%
HTD
5.53%
5Y EPS CAGR
JSMD
27.48%
HTD
N/A
Debt to Equity
JSMD
122.12%
HTD
N/A
P/S Ratio
JSMD
1.75
HTD
N/A
P/B Ratio
JSMD
5.42
HTD
N/A

JSMD vs HTD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JSMD
+2.49%
HTD
-2.06%
3M
Winner
JSMD
+13.37%
HTD
+0.41%
6M
Winner
JSMD
+12.45%
HTD
+7.21%
1Y
Winner
JSMD
+24.85%
HTD
+19.87%
5Y(CAGR)
JSMD
+7.24%
Winner
HTD
+8.00%
10Y(CAGR)
Winner
JSMD
+13.05%
HTD
+8.34%
Max(CAGR)
Winner
JSMD
+14.05%
HTD
+9.53%

JSMD vs HTD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearJSMDHTD
2026+13.33%+9.23%
2025+9.39%+14.53%
2024+15.97%+24.58%
2023+27.26%-10.96%
2022-23.04%-5.72%
2021+10.82%+33.51%
2020+29.98%-16.36%
2019+30.77%+40.16%
2018-4.60%-5.89%
2017+24.45%+12.78%
2016+24.38%+21.54%
2015N/A+0.25%
2014N/A+32.13%
2013N/A+5.76%
2012N/A+10.05%
2011N/A+23.72%
2010N/A+23.14%
2009N/A+37.35%
2008N/A-35.41%
2007N/A-2.38%
2006N/A+29.67%
2005N/A+0.65%
2004N/A-5.40%

JSMD vs HTD Drawdown Comparison

The maximum drawdown for JSMD was -38.98%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.

The current JSMD drawdown is -4.09%. The current HTD drawdown is -2.25%.

RankJSMDHTD
#1-38.98%
Jan 23, 2020 - Jul 23, 2020
-69.69%
May 9, 2007 - Aug 18, 2010
#2-32.18%
Nov 16, 2021 - Mar 28, 2024
-56.55%
Feb 18, 2020 - Jun 9, 2021
#3-27.05%
Sep 14, 2018 - Nov 26, 2019
-31.59%
Aug 18, 2022 - Sep 4, 2024
#4-24.02%
Dec 4, 2024 - Aug 22, 2025
-20.83%
Mar 10, 2004 - Jul 1, 2005
#5-14.86%
Jan 22, 2026 - Apr 17, 2026
-19.60%
Apr 20, 2022 - Aug 15, 2022
#6-11.27%
Jul 14, 2017 - Nov 29, 2017
-18.37%
May 21, 2013 - Apr 16, 2014
#7-10.49%
Sep 18, 2025 - Jan 15, 2026
-16.47%
Dec 18, 2017 - Jan 31, 2019
#8-9.09%
Jul 16, 2024 - Sep 19, 2024
-16.45%
Jul 7, 2011 - Aug 29, 2011
#9-8.68%
Jan 26, 2018 - Mar 9, 2018
-15.34%
Sep 7, 2016 - Jan 10, 2017
#10-8.52%
Feb 9, 2021 - Apr 16, 2021
-13.91%
Jan 22, 2015 - Feb 25, 2016
#11-8.51%
Apr 26, 2021 - Nov 3, 2021
-13.27%
Apr 2, 2025 - Jul 2, 2025
#12-8.13%
Sep 2, 2020 - Oct 7, 2020
-12.48%
Oct 8, 2012 - Feb 7, 2013
#13-7.87%
Jun 7, 2016 - Jul 11, 2016
-12.37%
Aug 4, 2005 - Jul 19, 2006
#14-7.34%
Mar 28, 2024 - Jul 15, 2024
-10.99%
Aug 11, 2021 - Dec 27, 2021
#15-7.31%
Oct 12, 2020 - Nov 5, 2020
-10.72%
Jan 14, 2022 - Apr 1, 2022

Correlation

Correlation between JSMD and HTD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2004 - 2026)

JSMD vs HTD dividend yield comparison.

YearJSMDHTD
20260.08%3.13%
20250.54%7.51%
20240.76%7.52%
20230.44%8.73%
20220.40%7.36%
20210.28%5.80%
20200.24%7.97%
20190.32%6.06%
20180.53%10.09%
20170.30%8.85%
20160.36%7.30%
20150.00%7.06%
20140.00%6.27%
20130.00%7.16%
20120.00%6.55%
20110.00%6.56%
20100.00%7.32%
20090.00%10.13%
20080.00%15.29%
20070.00%10.49%
20060.00%8.33%
20050.00%8.03%
20040.00%4.84%

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