Compare · 2 funds side by side · dividends reinvested

JHML and MTUM

JHMLJohn Hancock×MTUMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,965JHML · best of the two

02 / 04

JHML and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

John Hancock Investments - Multifactor Large Cap ETFUS Stock Styles · Factor0.29%0.94%+14.8%+16.2%+22.7%+11.2%−8.0%12.0%$1.2B1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JHML 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Multifactor Large Cap ETF · $1.2B$16,965

JHML

MTUM

iShares MSCI USA Momentum Factor ETF · $17.0B$15,425

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

JHMLMeasureMTUM

+14.8%Year to dateJan 1 → Nov 4+9.4%

+16.2%1 yearTotal return+8.4%

+22.7%3 years · per year$10,000 became $18,457 · $20,414+26.9%

+11.2%5 years · per year$10,000 became $16,965 · $15,425+9.1%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

0.94%Trailing 12-mo yield$94 · $68 a year on $10k0.68%

−8.0%Worst dropSmaller is better−20.8%

12.0%VolatilityLower is calmer27.9%

JHMLMTUM Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2JHML wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JHML vs MTUM: Top 5 Holdings

Today

JHML

16.8%in top 5

MTUM

in top 521.0%

JHMLStockMTUM

not top 5AMD5.6%

not top 5MU5.0%

4.2%AAPLnot top 5

3.8%NVDAnot top 5

3.7%MSFTnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

3.0%AMZNnot top 5

2.1%GOOGLnot top 5

Held in common26.1%

End-of-day Nov 4, 2026 · share of each fund

JHML vs MTUM Returns, Every Period

John HancockJHML

+11.2%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

JHMLMTUMFaded: behind in that period

3–1JHML wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JHML vs MTUM

YTD

John HancockJHML

+14.8%

MTUMiShares

+9.4%

+14.8%Year to date+9.4%

−8.0%Worst drop · 1Y−20.8%

12.0%Volatility · 1Y27.9%

0.9%Yield0.7%

$1.2BAssets$17.0B

4–0JHML wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHML, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

JHML0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JHML, MTUM

0.94%highest, JHML

FundTrailing yieldYield$10k

JHML0.94%$94

MTUM0.68%$68

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$65most kept, JHML

JHML$94 − $29 = $65

MTUM$68 − $15 = $53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JHML, MTUM

Today

26.1%most shared, JHML and MTUM

JHMLMTUM

JHML—26.1%

MTUM26.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%JHML, at 12.0% volatility

JHMLWorst drop−8.0%12.0% vol

MTUMWorst drop−20.8%27.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JHMLMTUM

+14.8%Year to date+9.4%

0.9%Yield0.7%

+16.2%Past year+8.4%

0.29%Fee0.15%

3–1JHML wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026