QVMT vs JHI

Comparison between Invesco S&P 500 Enhanced Value ETF (QVMT, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformanceQVMT has outperformed JHI, delivering a return of +11.2% compared to +0.9%

QVMT vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QVMT(ETF)	JHI(ETF)
Net Assets	$127M	$128M
Expense Ratio	0.13%	N/A
Max Drawdown	48.69%	58.45%
Sharpe Ratio	2.13	0.27
5Y Beta	0.66	0.29
P/E Ratio	23.88	N/A
Forward P/E	19.96	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	8.27%	1.10%
5Y EPS CAGR	18.82%	N/A
Debt to Equity	55.87%	N/A
P/S Ratio	2.02	N/A
P/B Ratio	4.13	N/A

Net Assets

QVMT

$127M

Winner

JHI

$128M

Expense Ratio

QVMT

0.13%

JHI

N/A

Max Drawdown

Winner

QVMT

48.69%

JHI

58.45%

Sharpe Ratio

Winner

QVMT

2.13

JHI

0.27

5Y Beta

QVMT

0.66

Winner

JHI

0.29

P/E Ratio

QVMT

23.88

JHI

N/A

Forward P/E

QVMT

19.96

JHI

N/A

PEG Ratio

QVMT

0.26

JHI

N/A

5Y Dividends CAGR

Winner

QVMT

8.27%

JHI

1.10%

5Y EPS CAGR

QVMT

18.82%

JHI

N/A

Debt to Equity

QVMT

55.87%

JHI

N/A

P/S Ratio

QVMT

2.02

JHI

N/A

P/B Ratio

QVMT

4.13

JHI

N/A

QVMT vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	QVMT	JHI
1 month	+2.98%	-1.46%
3 months	+8.22%	-1.89%
6 months	+18.73%	-2.90%
1 year	+34.60%	+5.79%
5 years(CAGR)	+11.23%	+0.86%
10 years(CAGR)	+12.81%	+6.30%
Max(CAGR)	+12.12%	+7.17%

Winner

QVMT

+2.98%

JHI

-1.46%

Winner

QVMT

+8.22%

JHI

-1.89%

Winner

QVMT

+18.73%

JHI

-2.90%

Winner

QVMT

+34.60%

JHI

+5.79%

5Y(CAGR)

Winner

QVMT

+11.23%

JHI

+0.86%

10Y(CAGR)

Winner

QVMT

+12.81%

JHI

+6.30%

Max(CAGR)

Winner

QVMT

+12.12%

JHI

+7.17%

QVMT vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	QVMT	JHI
2026	+15.27%	-1.74%
2025	+19.33%	+7.96%
2024	+13.10%	+14.60%
2023	+11.84%	+10.82%
2022	-6.97%	-28.69%
2021	+36.58%	+20.11%
2020	-10.53%	+6.16%
2019	+27.44%	+31.98%
2018	-10.08%	-13.53%
2017	+17.71%	+11.84%
2016	+22.66%	+23.22%
2015	+1.23%	-10.92%
2014	N/A	+1.57%
2013	N/A	-12.16%
2012	N/A	+10.43%
2011	N/A	+20.49%
2010	N/A	+21.76%
2009	N/A	+54.54%
2008	N/A	-14.95%
2007	N/A	-4.93%
2006	N/A	+14.25%
2005	N/A	-14.15%
2004	N/A	+21.64%
2003	N/A	+14.79%
2002	N/A	+6.80%
2001	N/A	+2.61%
2000	N/A	+20.26%
1999	N/A	-4.00%

QVMT vs JHI Drawdown Comparison

The maximum drawdown for QVMT was -48.02%, occurring on Mar 23, 2020. Recovery took 286 trading sessions.

The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The current QVMT drawdown is -1.55%. The current JHI drawdown is -4.62%.

Rank	QVMT	JHI
#1	-48.02% Jan 2, 2020 - Feb 22, 2021	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-21.97% Jan 14, 2022 - Jan 2, 2024	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-20.26% Jan 29, 2018 - Jul 24, 2019	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-15.29% Nov 20, 2015 - Jul 18, 2016	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-14.43% Nov 25, 2024 - Aug 20, 2025	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-11.08% Jul 24, 2019 - Oct 23, 2019	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-8.77% Jun 4, 2021 - Oct 22, 2021	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-7.73% Jul 17, 2024 - Oct 11, 2024	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-6.67% Nov 23, 2021 - Dec 27, 2021	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-6.26% Mar 2, 2026 - Apr 9, 2026	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-5.99% Mar 1, 2017 - Jul 3, 2017	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-5.77% Mar 28, 2024 - Jul 16, 2024	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-4.26% Jan 8, 2024 - Jan 30, 2024	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-4.09% Sep 26, 2025 - Oct 24, 2025	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-4.05% Jul 25, 2017 - Sep 25, 2017	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between QVMT and JHI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

QVMT vs JHI dividend yield comparison.

Year	QVMT	JHI
2026	0.51%	2.00%
2025	2.42%	8.89%
2024	2.71%	7.91%
2023	3.05%	6.81%
2022	2.49%	9.45%
2021	2.31%	7.57%
2020	2.70%	7.95%
2019	2.23%	6.81%
2018	2.48%	8.52%
2017	2.37%	7.59%
2016	1.11%	8.12%
2015	0.54%	10.08%
2014	0.00%	9.05%
2013	0.00%	8.94%
2012	0.00%	8.58%
2011	0.00%	8.87%
2010	0.00%	10.34%
2009	0.00%	9.92%
2008	0.00%	11.98%
2007	0.00%	7.71%
2006	0.00%	6.85%
2005	0.00%	8.29%
2004	0.00%	7.41%
2003	0.00%	10.08%
2002	0.00%	6.35%
2001	0.00%	7.05%
2000	0.00%	3.66%