MFSM vs JHDG

Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF).

MFSM vs JHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSM(ETF)	JHDG(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.34%	0.49%
Max Drawdown	4.60%	26.51%
Sharpe Ratio	1.22	-0.42
5Y Beta	0.04	0.68
P/E Ratio	N/A	26.59
Forward P/E	N/A	21.42
PEG Ratio	N/A	0.58
5Y EPS CAGR	N/A	26.66%
Debt to Equity	N/A	15.18%
P/S Ratio	N/A	2.75
P/B Ratio	N/A	4.79

Net Assets

Winner

MFSM

$99M

JHDG

$99M

Expense Ratio

Winner

MFSM

0.34%

JHDG

0.49%

Max Drawdown

Winner

MFSM

4.60%

JHDG

26.51%

Sharpe Ratio

Winner

MFSM

1.22

JHDG

-0.42

5Y Beta

Winner

MFSM

0.04

JHDG

0.68

P/E Ratio

MFSM

N/A

JHDG

26.59

Forward P/E

MFSM

N/A

JHDG

21.42

PEG Ratio

MFSM

N/A

JHDG

0.58

5Y EPS CAGR

MFSM

N/A

JHDG

26.66%

Debt to Equity

MFSM

N/A

JHDG

15.18%

P/S Ratio

MFSM

N/A

JHDG

2.75

P/B Ratio

MFSM

N/A

JHDG

4.79

MFSM vs JHDG - Historical Returns

Returns include dividend reinvestment.

Period	MFSM	JHDG
1 month	+0.60%	+1.38%
3 months	+0.94%	N/A
6 months	+2.42%	N/A
1 year	+6.73%	N/A
5 years(CAGR)	N/A	+0.96%
10 years(CAGR)	N/A	+3.14%
Max(CAGR)	+3.75%	+1.14%

MFSM

+0.60%

Winner

JHDG

+1.38%

MFSM

+0.94%

JHDG

N/A

MFSM

+2.42%

JHDG

N/A

MFSM

+6.73%

JHDG

N/A

5Y(CAGR)

MFSM

N/A

JHDG

+0.96%

10Y(CAGR)

MFSM

N/A

JHDG

+3.14%

Max(CAGR)

Winner

MFSM

+3.75%

JHDG

+1.14%

MFSM vs JHDG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	MFSM	JHDG
2026	+1.80%	+6.63%
2025	+5.20%	N/A
2024	-1.30%	N/A
2019	N/A	+7.48%
2018	N/A	-16.99%
2017	N/A	+20.12%
2016	N/A	+3.60%
2015	N/A	-3.73%

MFSM vs JHDG Drawdown Comparison

The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.

The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.

The current MFSM drawdown is -0.45%. The current JHDG drawdown is -8.76%.

Rank	MFSM	JHDG
#1	-3.86% Mar 3, 2025 - Sep 5, 2025	-25.13% Aug 10, 2015 - Jun 2, 2017
#2	-2.65% Feb 26, 2026 - Mar 26, 2026	-23.51% Jan 17, 2018 - Dec 24, 2018
#3	-2.10% Dec 9, 2024 - Feb 25, 2025	-8.30% Jun 23, 2015 - Aug 10, 2015
#4	-0.40% Jan 15, 2026 - Jan 26, 2026	-3.72% Nov 8, 2017 - Jan 4, 2018
#5	-0.32% Nov 11, 2025 - Nov 28, 2025	-3.36% Apr 22, 2015 - May 18, 2015
#6	-0.26% Nov 28, 2025 - Dec 18, 2025	-3.19% Aug 8, 2017 - Sep 12, 2017
#7	-0.24% Oct 27, 2025 - Nov 11, 2025	-2.68% May 27, 2015 - Jun 23, 2015
#8	-0.22% Sep 15, 2025 - Oct 1, 2025	-2.02% Jun 2, 2017 - Jun 27, 2017
#9	-0.18% Sep 8, 2025 - Sep 10, 2025	-1.40% Apr 9, 2015 - Apr 21, 2015
#10	-0.17% Dec 18, 2025 - Dec 24, 2025	-1.01% Oct 24, 2017 - Oct 31, 2017
#11	-0.12% Jan 7, 2026 - Jan 9, 2026	-0.97% Jun 27, 2017 - Jul 3, 2017
#12	-0.08% Sep 11, 2025 - Sep 15, 2025	-0.90% Jan 8, 2018 - Jan 17, 2018
#13	-0.05% Oct 1, 2025 - Oct 6, 2025	-0.83% Jul 20, 2017 - Aug 1, 2017
#14	-0.04% Oct 16, 2025 - Oct 20, 2025	-0.81% Jul 3, 2017 - Jul 12, 2017
#15	-0.04% Oct 22, 2025 - Oct 27, 2025	-0.76% Jul 13, 2017 - Jul 20, 2017