OEI vs JHMU
Comparison between OPTIMIZED EQUITY INCOME ETF (OEI, ETF) and JOHN HANCOCK DYNAMIC MUNICIPAL BOND ETF (JHMU, ETF).
OEI vs JHMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OEI
$44M
Winner
JHMU
$44M
Expense Ratio
OEI
0.75%
Winner
JHMU
0.39%
Max Drawdown
OEI
7.89%
Winner
JHMU
7.70%
Sharpe Ratio
Winner
OEI
1.04
JHMU
1.00
5Y Beta
OEI
0.66
Winner
JHMU
0.00
P/E Ratio
OEI
28.25
JHMU
N/A
Forward P/E
OEI
20.67
JHMU
N/A
PEG Ratio
OEI
0.37
JHMU
N/A
5Y EPS CAGR
OEI
26.87%
JHMU
N/A
Debt to Equity
OEI
20.97%
JHMU
N/A
P/S Ratio
OEI
4.82
JHMU
N/A
P/B Ratio
OEI
6.07
JHMU
N/A
OEI vs JHMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OEI
+1.88%
JHMU
-0.74%
3M
Winner
OEI
+5.04%
JHMU
+0.23%
6M
Winner
OEI
+5.07%
JHMU
+0.31%
1Y
OEI
N/A
JHMU
+6.62%
Max(CAGR)
Winner
OEI
+14.04%
JHMU
+6.60%
OEI vs JHMU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | OEI | JHMU |
|---|---|---|
| 2026 | +5.94% | +1.17% |
| 2025 | +4.08% | +4.79% |
| 2024 | N/A | +3.96% |
| 2023 | N/A | +7.77% |
OEI vs JHMU Drawdown Comparison
The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The maximum drawdown for JHMU was -4.48%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current JHMU drawdown is -1.22%.
| Rank | OEI | JHMU |
|---|---|---|
| #1 | -6.48% Feb 2, 2026 - Apr 24, 2026 | -4.48% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -3.50% Nov 12, 2025 - Dec 3, 2025 | -2.77% Feb 26, 2026 - Jun 26, 2026 |
| #3 | -2.79% May 29, 2026 - Jul 6, 2026 | -2.56% Dec 6, 2024 - Feb 28, 2025 |
| #4 | -1.84% Dec 11, 2025 - Dec 22, 2025 | -2.33% Oct 1, 2024 - Dec 4, 2024 |
| #5 | -1.61% Oct 29, 2025 - Nov 12, 2025 | -1.43% May 15, 2024 - Jun 12, 2024 |
| #6 | -1.31% Jan 12, 2026 - Jan 26, 2026 | -1.22% Jul 6, 2026 - Jul 21, 2026 |
| #7 | -0.89% Jul 6, 2026 - Jul 21, 2026 | -1.21% Mar 13, 2024 - May 15, 2024 |
| #8 | -0.66% May 6, 2026 - May 20, 2026 | -1.10% Jan 11, 2024 - Jan 31, 2024 |
| #9 | -0.65% Dec 24, 2025 - Jan 5, 2026 | -0.96% Feb 1, 2024 - Feb 26, 2024 |
| #10 | -0.38% Apr 27, 2026 - Apr 30, 2026 | -0.66% Aug 2, 2024 - Aug 23, 2024 |
| #11 | -0.30% Jan 6, 2026 - Jan 9, 2026 | -0.62% Nov 14, 2023 - Nov 20, 2023 |
| #12 | -0.30% May 1, 2026 - May 6, 2026 | -0.47% Nov 11, 2025 - Nov 26, 2025 |
| #13 | -0.16% Dec 5, 2025 - Dec 10, 2025 | -0.44% Jun 18, 2024 - Jul 5, 2024 |
| #14 | -0.11% Dec 3, 2025 - Dec 5, 2025 | -0.43% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -0.00% Jan 27, 2026 - Jan 29, 2026 | -0.38% Nov 22, 2023 - Nov 27, 2023 |
Correlation
Correlation between OEI and JHMU is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2023 - 2026)
OEI vs JHMU dividend yield comparison.
| Year | OEI | JHMU |
|---|---|---|
| 2026 | 4.60% | 1.70% |
| 2025 | 1.35% | 4.36% |
| 2024 | 0.00% | 7.29% |
| 2023 | 0.00% | 0.63% |
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