PEY vs JHML
Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and JOHN HANCOCK MULTIFACTOR LARGE CAP ETF (JHML, ETF).
5-Year PerformanceJHML has outperformed PEY, delivering a return of +11.5% compared to +5.9%
PEY vs JHML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PEY
$1.10B
JHML
$1.10B
Expense Ratio
PEY
0.54%
Winner
JHML
0.29%
Max Drawdown
PEY
75.62%
Winner
JHML
36.13%
Sharpe Ratio
PEY
1.03
Winner
JHML
1.62
5Y Beta
Winner
PEY
0.58
JHML
0.91
P/E Ratio
PEY
34.22
Winner
JHML
27.09
Forward P/E
Winner
PEY
11.36
JHML
20.23
PEG Ratio
PEY
-0.05
JHML
N/A
5Y Dividends CAGR
Winner
PEY
7.91%
JHML
2.28%
5Y EPS CAGR
PEY
4.52%
Winner
JHML
21.10%
Debt to Equity
Winner
PEY
-146.17%
JHML
39.96%
P/S Ratio
Winner
PEY
0.77
JHML
2.72
P/B Ratio
Winner
PEY
1.69
JHML
4.48
PEY vs JHML - Holdings Comparison
PEY and JHML have 27 common holdings. Overlap is 2.94%
PEY's top 25 holdings weight is 64.10%. JHML's top 25 holdings weight is 34.59%.
| Rank | PEY | JHML |
|---|---|---|
| #1 | INSPERITY INC (NSP) - 5.56% | NVIDIA CORP (NVDA) - 4.37% |
| #2 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 4.42% | APPLE INC (AAPL) - 4.30% |
| #3 | ROBERT HALF INC (RHI) - 4.15% | AMAZON.COM INC (AMZN) - 3.08% |
| #4 | HP INC (HPQ) - 3.07% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #5 | FLOWERS FOODS INC (FLO) - 3.05% | MICROSOFT CORP (MSFT) - 2.83% |
| #6 | PERRIGO CO PLC (PRGO) - 2.78% | BROADCOM INC (AVGO) - 1.98% |
| #7 | SKYWORKS SOLUTIONS INC (SWKS) - 2.58% | META PLATFORMS INC CLASS A (META) - 1.72% |
| #8 | H&R BLOCK INC (HRB) - 2.56% | MICRON TECHNOLOGY INC (MU) - 1.27% |
| #9 | ALTRIA GROUP INC (MO) - 2.45% | JPMORGAN CHASE & CO (JPM) - 1.07% |
| #10 | JOHN WILEY & SONS INC CLASS A (WLY) - 2.43% | ELI LILLY AND CO (LLY) - 0.97% |
| #11 | BEST BUY CO INC (BBY) - 2.43% | ALPHABET INC CLASS C (GOOG) - 0.92% |
| #12 | UNIVERSAL CORP (UVV) - 2.40% | ADVANCED MICRO DEVICES INC (AMD) - 0.91% |
| #13 | T. ROWE PRICE GROUP INC (TROW) - 2.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% |
| #14 | PFIZER INC (PFE) - 2.26% | TESLA INC (TSLA) - 0.83% |
| #15 | FRANKLIN RESOURCES INC (BEN) - 2.25% | INTEL CORP (INTC) - 0.73% |
| #16 | PRUDENTIAL FINANCIAL INC (PRU) - 2.24% | WALMART INC (WMT) - 0.71% |
| #17 | PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 2.14% | EXXON MOBIL CORP (XOM) - 0.70% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 2.05% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #19 | POLARIS INC (PII) - 1.94% | CATERPILLAR INC (CAT) - 0.62% |
| #20 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.93% | VISA INC CLASS A (V) - 0.61% |
| #21 | AVISTA CORP (AVA) - 1.92% | LAM RESEARCH CORP (LRCX) - 0.57% |
| #22 | MAIN STREET CAPITAL CORP (MAIN) - 1.88% | CISCO SYSTEMS INC (CSCO) - 0.57% |
| #23 | PAYCHEX INC (PAYX) - 1.81% | APPLIED MATERIALS INC (AMAT) - 0.47% |
| #24 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.80% | MASTERCARD INC CLASS A (MA) - 0.47% |
| #25 | TARGET CORP (TGT) - 1.71% | PROCTER & GAMBLE CO (PG) - 0.44% |
| Total Holdings | 53 | 780 |
PEY vs JHML - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PEY
+3.18%
JHML
+1.97%
3M
PEY
+7.13%
Winner
JHML
+7.57%
6M
Winner
PEY
+14.13%
JHML
+9.43%
1Y
PEY
+18.92%
Winner
JHML
+24.84%
5Y(CAGR)
PEY
+5.92%
Winner
JHML
+11.46%
10Y(CAGR)
PEY
+8.57%
Winner
JHML
+13.94%
Max(CAGR)
PEY
+6.37%
Winner
JHML
+14.08%
PEY vs JHML - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | PEY | JHML |
|---|---|---|
| 2026 | +12.86% | +9.07% |
| 2025 | +0.97% | +16.16% |
| 2024 | +4.01% | +20.27% |
| 2023 | +6.68% | +21.56% |
| 2022 | +1.58% | -16.13% |
| 2021 | +27.32% | +28.85% |
| 2020 | -3.45% | +16.13% |
| 2019 | +24.91% | +31.19% |
| 2018 | -7.73% | -6.88% |
| 2017 | +8.39% | +20.69% |
| 2016 | +32.58% | +14.89% |
| 2015 | +3.14% | +6.38% |
| 2014 | +19.53% | N/A |
| 2013 | +27.30% | N/A |
| 2012 | +5.91% | N/A |
| 2011 | +7.37% | N/A |
| 2010 | +19.01% | N/A |
| 2009 | +3.14% | N/A |
| 2008 | -36.98% | N/A |
| 2007 | -15.50% | N/A |
| 2006 | +12.37% | N/A |
| 2005 | +2.13% | N/A |
| 2004 | +3.49% | N/A |
PEY vs JHML Drawdown Comparison
The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.
The maximum drawdown for JHML was -36.13%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.
The current JHML drawdown is -2.32%.
| Rank | PEY | JHML |
|---|---|---|
| #1 | -72.77% Dec 27, 2006 - Mar 18, 2014 | -36.13% Feb 19, 2020 - Aug 26, 2020 |
| #2 | -41.53% Jan 16, 2020 - Jan 14, 2021 | -23.46% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -17.91% Nov 25, 2024 - Feb 3, 2026 | -19.78% Sep 21, 2018 - Apr 12, 2019 |
| #4 | -16.29% Sep 13, 2018 - Mar 18, 2019 | -18.20% Feb 19, 2025 - Jun 27, 2025 |
| #5 | -15.96% Apr 20, 2022 - Dec 14, 2023 | -13.78% Nov 3, 2015 - Apr 18, 2016 |
| #6 | -10.77% Dec 1, 2015 - Mar 3, 2016 | -9.80% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -10.42% Jan 26, 2018 - Sep 5, 2018 | -8.55% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -8.93% May 10, 2021 - Dec 31, 2021 | -7.95% Feb 9, 2026 - Apr 14, 2026 |
| #9 | -8.85% Apr 23, 2015 - Oct 15, 2015 | -7.56% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -8.67% Jan 2, 2024 - Jul 16, 2024 | -6.90% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -8.08% Jul 28, 2005 - Jan 27, 2006 | -6.58% May 3, 2019 - Jun 20, 2019 |
| #12 | -7.40% Feb 4, 2026 - Apr 20, 2026 | -6.29% Jul 26, 2019 - Oct 25, 2019 |
| #13 | -6.65% Jul 26, 2019 - Sep 11, 2019 | -5.90% Jun 8, 2016 - Jul 8, 2016 |
| #14 | -6.53% Dec 28, 2004 - Jun 17, 2005 | -5.57% Mar 28, 2024 - May 15, 2024 |
| #15 | -6.32% Apr 30, 2019 - Jun 20, 2019 | -5.27% Dec 4, 2024 - Feb 19, 2025 |
Correlation
Correlation between PEY and JHML is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2004 - 2026)
PEY vs JHML dividend yield comparison.
| Year | PEY | JHML |
|---|---|---|
| 2026 | 1.79% | 0.00% |
| 2025 | 4.85% | 1.06% |
| 2024 | 4.44% | 1.16% |
| 2023 | 4.58% | 1.39% |
| 2022 | 4.22% | 1.46% |
| 2021 | 3.83% | 1.08% |
| 2020 | 4.30% | 1.59% |
| 2019 | 3.78% | 1.73% |
| 2018 | 4.33% | 1.57% |
| 2017 | 3.21% | 1.44% |
| 2016 | 3.12% | 1.36% |
| 2015 | 3.44% | 0.38% |
| 2014 | 3.24% | 0.00% |
| 2013 | 3.28% | 0.00% |
| 2012 | 4.33% | 0.00% |
| 2011 | 3.70% | 0.00% |
| 2010 | 3.96% | 0.00% |
| 2009 | 4.54% | 0.00% |
| 2008 | 7.08% | 0.00% |
| 2007 | 4.90% | 0.00% |
| 2006 | 3.34% | 0.00% |
| 2005 | 3.28% | 0.00% |
| 2004 | 0.24% | 0.00% |
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