SCHK vs JHMM
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM, ETF).
5-Year PerformanceSCHK has outperformed JHMM, delivering a return of +12.6% compared to +9.0%
SCHK vs JHMM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$5.70B
Winner
JHMM
$5.80B
Expense Ratio
Winner
SCHK
0.03%
JHMM
0.41%
Max Drawdown
Winner
SCHK
34.80%
JHMM
40.71%
Sharpe Ratio
Winner
SCHK
1.32
JHMM
1.21
5Y Beta
SCHK
0.99
Winner
JHMM
0.92
P/E Ratio
SCHK
29.11
Winner
JHMM
27.94
Forward P/E
SCHK
21.16
Winner
JHMM
16.91
5Y Dividends CAGR
SCHK
5.65%
Winner
JHMM
18.47%
5Y EPS CAGR
Winner
SCHK
24.41%
JHMM
12.93%
Debt to Equity
SCHK
33.60%
Winner
JHMM
24.37%
P/S Ratio
SCHK
3.53
Winner
JHMM
1.64
P/B Ratio
SCHK
5.36
Winner
JHMM
3.02
SCHK vs JHMM - Holdings Comparison
SCHK and JHMM have 514 common holdings. Overlap is 12.50%
SCHK's top 25 holdings weight is 47.12%. JHMM's top 25 holdings weight is 11.33%.
| Rank | SCHK | JHMM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.83% | FLEX LTD (FLEX) - 0.72% |
| #2 | APPLE INC (AAPL) - 6.54% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.61% |
| #3 | MICROSOFT CORP (MSFT) - 4.14% | COMFORT SYSTEMS USA INC (FIX) - 0.56% |
| #4 | AMAZON.COM INC (AMZN) - 3.45% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.54% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.08% | TARGA RESOURCES CORP (TRGP) - 0.54% |
| #6 | BROADCOM INC (AVGO) - 2.52% | COHERENT CORP (COHR) - 0.53% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.51% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.94% | CIENA CORP (CIEN) - 0.49% |
| #9 | TESLA INC (TSLA) - 1.63% | EBAY INC (EBAY) - 0.49% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.52% | TERADYNE INC (TER) - 0.48% |
| #11 | ELI LILLY AND CO (LLY) - 1.40% | STATE STREET CORP (STT) - 0.47% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | FIFTH THIRD BANCORP (FITB) - 0.46% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.30% | ENTERGY CORP (ETR) - 0.46% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.21% | AMETEK INC (AME) - 0.46% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | ROCKWELL AUTOMATION INC (ROK) - 0.45% |
| #16 | EXXON MOBIL CORP (XOM) - 0.84% | DEVON ENERGY CORP (DVN) - 0.44% |
| #17 | VISA INC CLASS A (V) - 0.84% | MKS INC (MKSI) - 0.44% |
| #18 | INTEL CORP (INTC) - 0.75% | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.44% |
| #19 | WALMART INC (WMT) - 0.70% | CARDINAL HEALTH INC (CAH) - 0.43% |
| #20 | ABBVIE INC (ABBV) - 0.64% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.39% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.63% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.29% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.63% | ARCH CAPITAL GROUP LTD (ACGL) - 0.29% |
| #23 | CATERPILLAR INC (CAT) - 0.62% | WESCO INTERNATIONAL INC (WCC) - 0.28% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.61% | DOVER CORP (DOV) - 0.28% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.60% | EAST WEST BANCORP INC (EWBC) - 0.28% |
| Total Holdings | 930 | 608 |
SCHK vs JHMM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHK
+0.32%
JHMM
+0.06%
3M
Winner
SCHK
+7.41%
JHMM
+5.15%
6M
Winner
SCHK
+9.07%
JHMM
+7.94%
1Y
SCHK
+21.51%
Winner
JHMM
+21.69%
5Y(CAGR)
Winner
SCHK
+12.60%
JHMM
+8.97%
10Y(CAGR)
Winner
SCHK
+14.57%
JHMM
+11.67%
Max(CAGR)
Winner
SCHK
+14.57%
JHMM
+12.12%
SCHK vs JHMM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | JHMM |
|---|---|---|
| 2026 | +10.66% | +12.16% |
| 2025 | +17.48% | +10.80% |
| 2024 | +25.29% | +15.10% |
| 2023 | +27.16% | +15.01% |
| 2022 | -19.88% | -15.03% |
| 2021 | +27.95% | +26.47% |
| 2020 | +19.71% | +15.77% |
| 2019 | +31.09% | +30.40% |
| 2018 | -5.78% | -10.41% |
| 2017 | +5.07% | +19.29% |
| 2016 | N/A | +16.32% |
| 2015 | N/A | +6.08% |
SCHK vs JHMM Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for JHMM was -40.71%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current SCHK drawdown is -0.80%. The current JHMM drawdown is -1.08%.
| Rank | SCHK | JHMM |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -40.71% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -24.10% Nov 16, 2021 - Mar 1, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -21.87% Nov 25, 2024 - Aug 22, 2025 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -21.79% Aug 29, 2018 - Apr 30, 2019 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -15.58% Dec 1, 2015 - Apr 27, 2016 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -9.29% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -8.64% Feb 26, 2026 - Apr 17, 2026 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -7.10% Jun 8, 2016 - Jul 11, 2016 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -6.81% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -6.81% May 3, 2019 - Jun 20, 2019 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -6.75% Jul 26, 2019 - Oct 30, 2019 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -6.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -5.76% Oct 12, 2020 - Nov 5, 2020 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -5.39% Oct 27, 2025 - Nov 28, 2025 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -5.29% Sep 7, 2016 - Nov 14, 2016 |
Correlation
Correlation between SCHK and JHMM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
SCHK vs JHMM dividend yield comparison.
| Year | SCHK | JHMM |
|---|---|---|
| 2026 | 0.50% | 0.39% |
| 2025 | 1.09% | 0.98% |
| 2024 | 1.20% | 1.01% |
| 2023 | 1.38% | 1.17% |
| 2022 | 1.57% | 1.16% |
| 2021 | 1.17% | 0.72% |
| 2020 | 1.58% | 1.04% |
| 2019 | 1.82% | 1.02% |
| 2018 | 1.80% | 1.36% |
| 2017 | 0.31% | 0.90% |
| 2016 | 0.00% | 1.15% |
| 2015 | 0.00% | 0.33% |
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