XUDV vs JHDG
Comparison between Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF) and JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF).
XUDV vs JHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XUDV
$64M
JHDG
$64M
Expense Ratio
Winner
XUDV
0.09%
JHDG
0.49%
Max Drawdown
Winner
XUDV
16.47%
JHDG
26.51%
Sharpe Ratio
Winner
XUDV
1.90
JHDG
-0.37
5Y Beta
XUDV
0.74
Winner
JHDG
0.70
P/E Ratio
Winner
XUDV
21.85
JHDG
27.19
Forward P/E
Winner
XUDV
12.66
JHDG
22.03
PEG Ratio
Winner
XUDV
0.06
JHDG
0.61
5Y EPS CAGR
XUDV
5.82%
Winner
JHDG
26.92%
Debt to Equity
Winner
XUDV
-34.85%
JHDG
12.72%
P/S Ratio
Winner
XUDV
1.33
JHDG
2.76
P/B Ratio
Winner
XUDV
2.13
JHDG
4.83
XUDV vs JHDG - Holdings Comparison
XUDV and JHDG have 6 common holdings. Overlap is 0.35%
XUDV's top 25 holdings weight is 77.41%. JHDG's top 25 holdings weight is 75.40%.
| Rank | XUDV | JHDG |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 4.93% | ALPHABET INC CLASS A (GOOGL) - 7.80% |
| #2 | THE KRAFT HEINZ CO (KHC) - 4.63% | MICROSOFT CORP (MSFT) - 6.98% |
| #3 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.59% | AMAZON.COM INC (AMZN) - 6.92% |
| #4 | PFIZER INC (PFE) - 4.51% | BROADCOM INC (AVGO) - 4.08% |
| #5 | VERIZON COMMUNICATIONS INC (VZ) - 4.29% | JPMORGAN CHASE & CO (JPM) - 3.98% |
| #6 | HP INC (HPQ) - 4.21% | COSTCO WHOLESALE CORP (COST) - 3.80% |
| #7 | BEST BUY CO INC (BBY) - 4.19% | NVIDIA CORP (NVDA) - 3.21% |
| #8 | ONEOK INC (OKE) - 4.05% | ELI LILLY AND CO (LLY) - 3.11% |
| #9 | n/a (ARES) - 3.66% | PALO ALTO NETWORKS INC (PANW) - 3.11% |
| #10 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 3.31% | MARVELL TECHNOLOGY INC (MRVL) - 2.95% |
| #11 | T. ROWE PRICE GROUP INC (TROW) - 3.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81% |
| #12 | BLACKSTONE INC (BX) - 2.73% | WALMART INC (WMT) - 2.68% |
| #13 | PRUDENTIAL FINANCIAL INC (PRU) - 2.64% | MICRON TECHNOLOGY INC (MU) - 2.52% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.56% | APPLIED MATERIALS INC (AMAT) - 2.41% |
| #15 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.51% | QNITY ELECTRONICS INC (Q) - 2.34% |
| #16 | TRUIST FINANCIAL CORP (TFC) - 2.40% | EQT CORP (EQT) - 2.15% |
| #17 | CME GROUP INC CLASS A (CME) - 2.37% | ARISTA NETWORKS INC (ANET) - 1.91% |
| #18 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.37% | VALERO ENERGY CORP (VLO) - 1.82% |
| #19 | EDISON INTERNATIONAL (EIX) - 2.36% | BURLINGTON STORES INC (BURL) - 1.82% |
| #20 | PAYCHEX INC (PAYX) - 2.28% | FREEPORT-MCMORAN INC (FCX) - 1.73% |
| #21 | KEYCORP (KEY) - 2.24% | LINDE PLC (LIN) - 1.59% |
| #22 | BLOOM ENERGY CORP CLASS A (BE) - 2.22% | AMETEK INC (AME) - 1.46% |
| #23 | REGIONS FINANCIAL CORP (RF) - 1.92% | MEDTRONIC PLC (MDT) - 1.46% |
| #24 | FORD MOTOR CO (F) - 1.71% | SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.41% |
| #25 | EVERSOURCE ENERGY (ES) - 1.54% | AMERICAN TOWER CORP (AMT) - 1.35% |
| Total Holdings | 101 | 127 |
XUDV vs JHDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XUDV
+2.77%
JHDG
+0.67%
3M
XUDV
+8.93%
JHDG
N/A
6M
XUDV
+18.44%
JHDG
N/A
1Y
XUDV
+30.92%
JHDG
N/A
5Y(CAGR)
XUDV
N/A
JHDG
+0.85%
10Y(CAGR)
XUDV
N/A
JHDG
+2.58%
Max(CAGR)
Winner
XUDV
+20.11%
JHDG
+1.07%
XUDV vs JHDG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XUDV | JHDG |
|---|---|---|
| 2026 | +17.35% | +5.80% |
| 2025 | +8.24% | N/A |
| 2019 | N/A | +7.48% |
| 2018 | N/A | -16.99% |
| 2017 | N/A | +20.12% |
| 2016 | N/A | +3.60% |
| 2015 | N/A | -3.73% |
XUDV vs JHDG Drawdown Comparison
The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.
The current XUDV drawdown is -2.19%. The current JHDG drawdown is -9.48%.
| Rank | XUDV | JHDG |
|---|---|---|
| #1 | -15.98% Feb 19, 2025 - Jun 26, 2025 | -25.13% Aug 10, 2015 - Jun 2, 2017 |
| #2 | -6.34% Oct 3, 2025 - Dec 10, 2025 | -23.51% Jan 17, 2018 - Dec 24, 2018 |
| #3 | -5.03% Feb 26, 2026 - Apr 15, 2026 | -8.30% Jun 23, 2015 - Aug 10, 2015 |
| #4 | -3.97% Jul 23, 2025 - Aug 22, 2025 | -3.72% Nov 8, 2017 - Jan 4, 2018 |
| #5 | -2.19% May 29, 2026 - Jun 5, 2026 | -3.36% Apr 22, 2015 - May 18, 2015 |
| #6 | -2.06% Jul 10, 2025 - Jul 23, 2025 | -3.19% Aug 8, 2017 - Sep 12, 2017 |
| #7 | -1.98% Jan 24, 2025 - Feb 18, 2025 | -2.68% May 27, 2015 - Jun 23, 2015 |
| #8 | -1.57% Dec 11, 2025 - Jan 5, 2026 | -2.02% Jun 2, 2017 - Jun 27, 2017 |
| #9 | -1.52% Jan 14, 2026 - Jan 30, 2026 | -1.40% Apr 9, 2015 - Apr 21, 2015 |
| #10 | -1.47% Aug 22, 2025 - Sep 11, 2025 | -1.01% Oct 24, 2017 - Oct 31, 2017 |
| #11 | -1.44% Sep 11, 2025 - Sep 30, 2025 | -0.97% Jun 27, 2017 - Jul 3, 2017 |
| #12 | -1.36% Feb 11, 2026 - Feb 26, 2026 | -0.90% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -1.34% May 6, 2026 - May 14, 2026 | -0.83% Jul 20, 2017 - Aug 1, 2017 |
| #14 | -1.23% Apr 22, 2026 - Apr 30, 2026 | -0.81% Jul 3, 2017 - Jul 12, 2017 |
| #15 | -1.21% Feb 4, 2026 - Feb 6, 2026 | -0.76% Jul 13, 2017 - Jul 20, 2017 |
Correlation
Correlation between XUDV and JHDG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2015 - 2026)
XUDV vs JHDG dividend yield comparison.
| Year | XUDV | JHDG |
|---|---|---|
| 2026 | 0.73% | 0.00% |
| 2025 | 3.80% | 0.00% |
| 2018 | 0.00% | 1.45% |
| 2017 | 0.00% | 2.18% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 0.97% |
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