NVBW vs JHDG

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF) and JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF).

NVBW vs JHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVBW(ETF)	JHDG(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.74%	0.49%
Max Drawdown	8.41%	26.51%
Sharpe Ratio	1.38	-0.41
5Y Beta	0.38	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

NVBW

$99M

JHDG

$99M

Expense Ratio

NVBW

0.74%

Winner

JHDG

0.49%

Max Drawdown

Winner

NVBW

8.41%

JHDG

26.51%

Sharpe Ratio

Winner

NVBW

1.38

JHDG

-0.41

5Y Beta

Winner

NVBW

0.38

JHDG

0.68

P/E Ratio

NVBW

N/A

JHDG

26.59

Forward P/E

NVBW

N/A

JHDG

21.42

PEG Ratio

NVBW

N/A

JHDG

0.58

5Y EPS CAGR

NVBW

N/A

JHDG

26.66%

Debt to Equity

NVBW

N/A

JHDG

15.18%

P/S Ratio

NVBW

N/A

JHDG

2.75

P/B Ratio

NVBW

N/A

JHDG

4.79

NVBW vs JHDG - Historical Returns

Returns include dividend reinvestment.

Period	NVBW	JHDG
1 month	+0.54%	+1.38%
3 months	+5.41%	N/A
6 months	+5.05%	N/A
1 year	+11.25%	N/A
5 years(CAGR)	N/A	+0.96%
10 years(CAGR)	N/A	+3.14%
Max(CAGR)	+10.01%	+1.14%

NVBW

+0.54%

Winner

JHDG

+1.38%

NVBW

+5.41%

JHDG

N/A

NVBW

+5.05%

JHDG

N/A

NVBW

+11.25%

JHDG

N/A

5Y(CAGR)

NVBW

N/A

JHDG

+0.96%

10Y(CAGR)

NVBW

N/A

JHDG

+3.14%

Max(CAGR)

Winner

NVBW

+10.01%

JHDG

+1.14%

NVBW vs JHDG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NVBW	JHDG
2026	+4.56%	+6.63%
2025	+9.47%	N/A
2024	+9.21%	N/A
2023	+12.73%	N/A
2022	+0.54%	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%

NVBW vs JHDG Drawdown Comparison

The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

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

The current NVBW drawdown is -0.63%. The current JHDG drawdown is -8.76%.

Rank	NVBW	JHDG
#1	-8.41% Feb 19, 2025 - Jun 3, 2025	-25.13% Aug 10, 2015 - Jun 2, 2017
#2	-7.20% Sep 14, 2023 - Dec 28, 2023	-23.51% Jan 17, 2018 - Dec 24, 2018
#3	-4.03% Feb 2, 2026 - Apr 14, 2026	-8.30% Jun 23, 2015 - Aug 10, 2015
#4	-3.66% Feb 2, 2023 - Apr 3, 2023	-3.72% Nov 8, 2017 - Jan 4, 2018
#5	-2.87% Nov 30, 2022 - Jan 13, 2023	-3.36% Apr 22, 2015 - May 18, 2015
#6	-2.15% Nov 1, 2022 - Nov 10, 2022	-3.19% Aug 8, 2017 - Sep 12, 2017
#7	-1.92% Nov 3, 2025 - Nov 26, 2025	-2.68% May 27, 2015 - Jun 23, 2015
#8	-1.88% Jul 31, 2023 - Aug 30, 2023	-2.02% Jun 2, 2017 - Jun 27, 2017
#9	-1.56% Jul 31, 2024 - Aug 13, 2024	-1.40% Apr 9, 2015 - Apr 21, 2015
#10	-1.46% Jun 4, 2026 - Jun 10, 2026	-1.01% Oct 24, 2017 - Oct 31, 2017
#11	-1.40% May 1, 2023 - May 17, 2023	-0.97% Jun 27, 2017 - Jul 3, 2017
#12	-1.28% Dec 5, 2024 - Jan 17, 2025	-0.90% Jan 8, 2018 - Jan 17, 2018
#13	-1.21% Jan 17, 2023 - Jan 23, 2023	-0.83% Jul 20, 2017 - Aug 1, 2017
#14	-1.19% Jan 9, 2026 - Jan 27, 2026	-0.81% Jul 3, 2017 - Jul 12, 2017
#15	-1.17% Apr 19, 2023 - Apr 28, 2023	-0.76% Jul 13, 2017 - Jul 20, 2017