RWK vs JHML

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and JOHN HANCOCK MULTIFACTOR LARGE CAP ETF (JHML, ETF).

5-Year PerformanceJHML has outperformed RWK, delivering a return of +12.0% compared to +11.3%

RWK vs JHML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	JHML(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.39%	0.29%
Max Drawdown	56.86%	36.13%
Sharpe Ratio	1.39	1.61
5Y Beta	0.97	0.91
P/E Ratio	25.69	26.50
Forward P/E	13.43	19.92
5Y Dividends CAGR	18.52%	2.28%
5Y EPS CAGR	12.25%	20.65%
Debt to Equity	17.69%	36.37%
P/S Ratio	0.49	2.73
P/B Ratio	2.25	4.50

Net Assets

RWK

$1.20B

JHML

$1.20B

Expense Ratio

RWK

0.39%

Winner

JHML

0.29%

Max Drawdown

RWK

56.86%

Winner

JHML

36.13%

Sharpe Ratio

RWK

1.39

Winner

JHML

1.61

5Y Beta

RWK

0.97

Winner

JHML

0.91

P/E Ratio

Winner

RWK

25.69

JHML

26.50

Forward P/E

Winner

RWK

13.43

JHML

19.92

5Y Dividends CAGR

Winner

RWK

18.52%

JHML

2.28%

5Y EPS CAGR

RWK

12.25%

Winner

JHML

20.65%

Debt to Equity

Winner

RWK

17.69%

JHML

36.37%

P/S Ratio

Winner

RWK

0.49

JHML

2.73

P/B Ratio

Winner

RWK

2.25

JHML

4.50

RWK vs JHML - Holdings Comparison

RWK and JHML have 155 common holdings. Overlap is 4.34%

RWK's top 25 holdings weight is 34.51%. JHML's top 25 holdings weight is 34.59%.

Rank	RWK	JHML
#1	TD SYNNEX CORP (SNX) - 4.07%	NVIDIA CORP (NVDA) - 4.37%
#2	PERFORMANCE FOOD GROUP CO (PFGC) - 2.82%	APPLE INC (AAPL) - 4.30%
#3	ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72%	AMAZON.COM INC (AMZN) - 3.08%
#4	AMERICAN AIRLINES GROUP INC (AAL) - 2.63%	ALPHABET INC CLASS A (GOOGL) - 2.92%
#5	FLEX LTD (FLEX) - 2.35%	MICROSOFT CORP (MSFT) - 2.83%
#6	ARROW ELECTRONICS INC (ARW) - 1.80%	BROADCOM INC (AVGO) - 1.98%
#7	LITHIA MOTORS INC CLASS A (LAD) - 1.64%	META PLATFORMS INC CLASS A (META) - 1.72%
#8	US FOODS HOLDING CORP (USFD) - 1.45%	MICRON TECHNOLOGY INC (MU) - 1.27%
#9	PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39%	JPMORGAN CHASE & CO (JPM) - 1.07%
#10	HF SINCLAIR CORP (DINO) - 1.25%	ELI LILLY AND CO (LLY) - 0.97%
#11	AVNET INC (AVT) - 1.24%	ALPHABET INC CLASS C (GOOG) - 0.92%
#12	WESCO INTERNATIONAL INC (WCC) - 1.19%	ADVANCED MICRO DEVICES INC (AMD) - 0.91%
#13	MACY'S INC (M) - 1.09%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87%
#14	AUTONATION INC (AN) - 1.07%	TESLA INC (TSLA) - 0.83%
#15	PBF ENERGY INC CLASS A (PBF) - 1.06%	INTEL CORP (INTC) - 0.73%
#16	LEAR CORP (LEA) - 1.06%	WALMART INC (WMT) - 0.71%
#17	JONES LANG LASALLE INC (JLL) - 1.04%	EXXON MOBIL CORP (XOM) - 0.70%
#18	CLEVELAND-CLIFFS INC (CLF) - 0.96%	JOHNSON & JOHNSON (JNJ) - 0.66%
#19	ARAMARK (ARMK) - 0.96%	CATERPILLAR INC (CAT) - 0.62%
#20	MURPHY USA INC (MUSA) - 0.91%	VISA INC CLASS A (V) - 0.61%
#21	SPROUTS FARMERS MARKET INC (SFM) - 0.37%	LAM RESEARCH CORP (LRCX) - 0.57%
#22	TAYLOR MORRISON HOME CORP (TMHC) - 0.37%	CISCO SYSTEMS INC (CSCO) - 0.57%
#23	NOV INC (NOV) - 0.36%	APPLIED MATERIALS INC (AMAT) - 0.47%
#24	XPO INC (XPO) - 0.36%	MASTERCARD INC CLASS A (MA) - 0.47%
#25	THOR INDUSTRIES INC (THO) - 0.35%	PROCTER & GAMBLE CO (PG) - 0.44%
Total Holdings	361	780

RWK vs JHML - Historical Returns

Returns include dividend reinvestment.

Period	RWK	JHML
1 month	+7.29%	+3.71%
3 months	+15.56%	+12.71%
6 months	+13.69%	+12.42%
1 year	+28.69%	+26.46%
5 years(CAGR)	+11.34%	+11.97%
10 years(CAGR)	+13.15%	+14.42%
Max(CAGR)	+11.50%	+14.31%

Winner

RWK

+7.29%

JHML

+3.71%

Winner

RWK

+15.56%

JHML

+12.71%

Winner

RWK

+13.69%

JHML

+12.42%

Winner

RWK

+28.69%

JHML

+26.46%

5Y(CAGR)

RWK

+11.34%

Winner

JHML

+11.97%

10Y(CAGR)

RWK

+13.15%

Winner

JHML

+14.42%

Max(CAGR)

RWK

+11.50%

Winner

JHML

+14.31%

RWK vs JHML - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	JHML
2026	+14.24%	+11.84%
2025	+10.81%	+16.16%
2024	+12.34%	+20.27%
2023	+24.64%	+21.56%
2022	-8.33%	-16.13%
2021	+37.09%	+28.85%
2020	+10.96%	+16.13%
2019	+27.67%	+31.19%
2018	-15.60%	-6.88%
2017	+12.47%	+20.69%
2016	+22.86%	+14.89%
2015	-5.22%	+6.38%
2014	+10.62%	N/A
2013	+37.24%	N/A
2012	+14.53%	N/A
2011	-2.71%	N/A
2010	+21.37%	N/A
2009	+47.01%	N/A
2008	-34.94%	N/A

RWK vs JHML Drawdown Comparison

The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

The maximum drawdown for JHML was -36.13%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.

The current RWK drawdown is -0.19%.

Rank	RWK	JHML
#1	-56.48% Jun 5, 2008 - Mar 23, 2010	-36.13% Feb 19, 2020 - Aug 26, 2020
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-23.46% Jan 4, 2022 - Dec 14, 2023
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	-19.78% Sep 21, 2018 - Apr 12, 2019
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	-18.20% Feb 19, 2025 - Jun 27, 2025
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	-13.78% Nov 3, 2015 - Apr 18, 2016
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	-9.80% Jan 26, 2018 - Aug 20, 2018
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	-8.55% Sep 2, 2020 - Oct 12, 2020
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	-7.95% Feb 9, 2026 - Apr 14, 2026
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	-7.56% Jul 16, 2024 - Aug 30, 2024
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	-6.90% Oct 12, 2020 - Nov 9, 2020
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	-6.58% May 3, 2019 - Jun 20, 2019
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	-6.29% Jul 26, 2019 - Oct 25, 2019
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	-5.90% Jun 8, 2016 - Jul 8, 2016
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	-5.57% Mar 28, 2024 - May 15, 2024
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	-5.27% Dec 4, 2024 - Feb 19, 2025

Correlation

Correlation between RWK and JHML is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

RWK vs JHML dividend yield comparison.

Year	RWK	JHML
2026	0.28%	0.00%
2025	1.25%	1.06%
2024	1.11%	1.16%
2023	1.05%	1.39%
2022	1.18%	1.46%
2021	0.85%	1.08%
2020	0.96%	1.59%
2019	1.09%	1.73%
2018	1.22%	1.57%
2017	0.99%	1.44%
2016	1.30%	1.36%
2015	0.92%	0.38%
2014	1.04%	0.00%
2013	1.29%	0.00%
2012	1.32%	0.00%
2011	3.10%	0.00%
2010	0.57%	0.00%
2009	0.63%	0.00%
2008	1.07%	0.00%